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Global X Defense Tech ETF
SHLD

110 hedge funds and large institutions have $296M invested in Global X Defense Tech ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

25% more funds holding

Funds holding: 88 → 110 (+22)

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

16% less capital invested

Capital invested by funds: $352M → $296M (-$55.7M)

19.72% less ownership

Funds ownership: 64.69% → 44.97% (-20%)

Holders
110
Holders Change
+22
Holders Change %
+25%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
28
Reduced
25
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$8.19M
2
Jane Street
Jane Street
New York
+$7.94M
3
Morgan Stanley
Morgan Stanley
New York
+$7.79M
4
3AM
3EDGE Asset Management
Florida
+$7M
5
LPL Financial
LPL Financial
California
+$6.51M

Top Sellers

Rank Fund Capital Flow
1
MMH
Menora Mivtachim Holdings
Israel
-$131M
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
-$16.7M
3
BCI
Brinker Capital Investments
Pennsylvania
-$5.71M
4
OPS
Orion Portfolio Solutions
Nebraska
-$5.71M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$5.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
51
Stelac Advisory Services
New York
$477K +$493K +12,756 New
EH
52
Equitable Holdings
New York
$475K +$491K +12,709 New
JIR
53
James Investment Research
Ohio
$473K +$113K +2,914 +30%
DADC
54
D.A. Davidson & Co
Montana
$438K +$453K +11,712 New
WIA
55
World Investment Advisors
California
$435K -$242K -6,269 -35%
VFO
56
Virtus Family Office
Texas
$366K +$7.46K +193 +2%
CFP
57
Comprehensive Financial Planning
Pennsylvania
$336K +$347K +8,986 New
NG
58
Norden Group
Utah
$331K -$27.6K -715 -7%
Wells Fargo
59
Wells Fargo
California
$330K -$13.2K -341 -4%
MTIM
60
Marathon Trading Investment Management
Pennsylvania
$314K – – –
GA
61
Geller Advisors
New York
$285K – – –
CIS
62
Custom Index Systems
New York
$268K +$277K +7,175 New
GVAG
63
Great Valley Advisor Group
Delaware
$262K +$270K +6,995 New
PWM
64
Prosperity Wealth Management
California
$255K -$1.27K -33 -0.5%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$255K +$263K +6,810 New
Ameriprise
66
Ameriprise
Minnesota
$255K +$263K +6,815 New
IAS
67
Insigneo Advisory Services
Florida
$239K +$30.3K +783 +14%
Brown Advisory
68
Brown Advisory
Maryland
$238K – – –
DAS
69
Diversify Advisory Services
Utah
$238K +$2.78K +72 +1%
CFP
70
Cascade Financial Partners
California
$236K – – –
CFGS
71
Concourse Financial Group Securities
Alabama
$232K +$40.2K +1,040 +22%
SA
72
Sanctuary Advisors
Indiana
$221K +$15.8K +410 +8%
DWM
73
Diversify Wealth Management
Utah
$218K -$60K -1,554 -21%
KPWS
74
Kestra Private Wealth Services
Texas
$215K +$222K +5,736 New
Walleye Capital
75
Walleye Capital
New York
$213K +$220K +5,696 New
1 2
3
4 5

SHLD Hedge Fund Activity: Q4 2024 in Review

110 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X Defense Tech ETF (SHLD) for Q4 2024, worth a combined $296M — down 16% from $352M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SHLD positions and 20 closed out — a net gain of 23 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $8.19M. The largest seller was Menora Mivtachim Holdings, cutting an estimated $131M.

  • 110 institutional investors held Global X Defense Tech ETF (SHLD) as of Q4 2024, up from 88 in Q3 2024.
  • Funds reported $296M of Global X Defense Tech ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 43 funds opened new Global X Defense Tech ETF positions in Q4 2024 and 20 closed out, a net change of +23 holders.
  • The largest Global X Defense Tech ETF buyer in Q4 2024 was Bank of America, an estimated $8.19M added.
  • The largest Global X Defense Tech ETF seller in Q4 2024 was Menora Mivtachim Holdings, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2024.