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Global X Defense Tech ETF
SHLD

Overview Fund Activity

88 hedge funds and large institutions have $352M invested in Global X Defense Tech ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+46
Holders Change %
+109.52%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
49
Increased
19
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
$57.2M
2
MMH
Menora Mivtachim Holdings
Israel
$171M
3
TC
TownSquare Capital
Utah
$7.57M
4
BCI
Brinker Capital Investments
Pennsylvania
$5.71M
5
OPS
Orion Portfolio Solutions
Nebraska
$5.71M

Top Sellers

1
CI
CPR Investments
Michigan
$704K
2
Jane Street
Jane Street
New York
$4.98M
3
Millennium Management
Millennium Management
New York
$0
4
Wells Fargo
Wells Fargo
California
$341K
5
DWM
Diversify Wealth Management
Utah
$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
51
Geller Advisors
New York
$283K +$484 +13 +0.2%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$274K +$274K +7,211 New
PWM
53
Prosperity Wealth Management
California
$255K – – –
MWM
54
MGB Wealth Management
Texas
$244K +$244K +6,550 New
CFP
55
Cascade Financial Partners
California
$243K – – –
DAS
56
Diversify Advisory Services
Utah
$243K +$618 +16 +0.3%
CW
57
CreativeOne Wealth
Kansas
$237K +$237K +6,369 New
Brown Advisory
58
Brown Advisory
Maryland
$237K – – –
IAS
59
Insigneo Advisory Services
Florida
$208K +$208K +5,600 New
SA
60
Sanctuary Advisors
Indiana
$206K +$206K +5,184 New
MIFH
61
Migdal Insurance & Financial Holdings
Israel
$186K +$186K +5,000 New
CFGS
62
Concourse Financial Group Securities
Alabama
$176K -$52.9K -1,421 -23%
CA
63
Continuum Advisory
Idaho
$98.9K +$98.9K +2,517 New
MG
64
Mather Group
Illinois
$47.4K +$47.4K +1,272 New
GM
65
GeoWealth Management
Illinois
$46.5K +$46.5K +1,248 New
SPIA
66
Steward Partners Investment Advisory
New York
$38.5K +$20.5K +550 +114%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.2K – – –
TWC
68
TD Waterhouse Canada
Ontario, Canada
$34.1K +$34.1K +900 New
IA
69
IFP Advisors
Florida
$29.8K +$29.8K +800 New
FPB
70
First PREMIER Bank
South Dakota
$24K – – –
PTC
71
Private Trust Company
Ohio
$13.6K +$13.6K +366 New
PA
72
Parallel Advisors
California
$12.4K – – –
APC
73
Aspire Private Capital
North Carolina
$7.97K +$7.97K +214 New
RIL
74
Rothschild Investment LLC
Illinois
$5.59K – – –
MSWM
75
Mowery & Schoenfeld Wealth Management
Illinois
$5.29K +$5.29K +142 New
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