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Global X Defense Tech ETF
SHLD

136 hedge funds and large institutions have $524M invested in Global X Defense Tech ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 50 increasing their positions, 17 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,274% more call options, than puts

Call options by funds: $577K | Put options by funds: $42K

194% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 17

84% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 32

77% more capital invested

Capital invested by funds: $296M → $524M (+$228M)

24% more funds holding

Funds holding: 110 → 136 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.62% less ownership

Funds ownership: 44.97% → 42.34% (-2.6%)

Holders
136
Holders Change
+26
Holders Change %
+23.64%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
59
Increased
50
Reduced
17
Closed
32
Calls
$577K
Puts
$42K
Net Calls
+$535K
Net Calls Change
+$535K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$76.7M
2
LPL Financial
LPL Financial
California
+$36.6M
3
HC
Henshaw Capital
Massachusetts
+$32.2M
4
Stifel Financial
Stifel Financial
Missouri
+$25.7M
5
Morgan Stanley
Morgan Stanley
New York
+$23.7M

Top Sellers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
-$64.2M
2
MMH
Menora Mivtachim Holdings
Israel
-$51M
3
Jane Street
Jane Street
New York
-$9.19M
4
TC
TownSquare Capital
Utah
-$7.51M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
51
Gotham Asset Management
New York
$814K +$741K +17,486 New
OP
52
ORG Partners
Indiana
$802K +$79.1K +1,866 +12%
DADC
53
D.A. Davidson & Co
Montana
$791K +$223K +5,273 +45%
OL
54
Owen LaRue
Kentucky
$780K +$710K +16,750 New
WAG
55
Wallace Advisory Group
California
$774K -$48.3K -1,139 -5%
RA
56
RFG Advisory
Alabama
$770K +$701K +16,549 New
MWM
57
MGB Wealth Management
Texas
$705K +$75.4K +1,779 +13%
BMWM
58
Brown Miller Wealth Management
Virginia
$693K +$631K +14,890 New
EH
59
Equitable Holdings
New York
$691K +$90.3K +2,132 +17%
VWA
60
Visionary Wealth Advisors
Illinois
$616K +$561K +13,242 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$615K +$271K +6,395 +94%
MMH
62
Menora Mivtachim Holdings
Israel
$605K -$51M -1,203,377 -99%
CFP
63
Cascade Financial Partners
California
$580K +$261K +6,150 +98%
MCM
64
MAI Capital Management
Ohio
$572K +$415K +9,793 +392%
Wells Fargo
65
Wells Fargo
California
$492K +$74.2K +1,751 +20%
Brown Advisory
66
Brown Advisory
Maryland
$480K +$168K +3,957 +62%
KPWS
67
Kestra Private Wealth Services
Texas
$464K +$180K +4,241 +74%
GVAG
68
Great Valley Advisor Group
Delaware
$457K +$119K +2,819 +40%
VFO
69
Virtus Family Office
Texas
$454K – – –
SA
70
Sanctuary Advisors
Indiana
$453K +$175K +4,128 +74%
AWM
71
Apollon Wealth Management
South Carolina
$417K +$380K +8,960 New
PA
72
Pinnacle Associates
New York
$412K +$375K +8,850 New
PWM
73
Prosperity Wealth Management
California
$394K +$69.8K +1,647 +24%
JWCA
74
J.W. Cole Advisors
Florida
$390K +$355K +8,388 New
SPIA
75
Steward Partners Investment Advisory
New York
$383K +$188K +4,430 +117%
1 2
3
4 5

SHLD Hedge Fund Activity: Q1 2025 in Review

136 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Global X Defense Tech ETF (SHLD) for Q1 2025, worth a combined $524M — up 77% from $296M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SHLD positions and 32 closed out — a net gain of 27 holders — while 50 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $76.7M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $64.2M sold.

  • 136 institutional investors held Global X Defense Tech ETF (SHLD) as of Q1 2025, up from 110 in Q4 2024.
  • Funds reported $524M of Global X Defense Tech ETF stock for Q1 2025, up 77% quarter-over-quarter.
  • 59 funds opened new Global X Defense Tech ETF positions in Q1 2025 and 32 closed out, a net change of +27 holders.
  • The largest Global X Defense Tech ETF buyer in Q1 2025 was Bank of America, an estimated $76.7M added.
  • The largest Global X Defense Tech ETF seller in Q1 2025 was 3EDGE Asset Management, an estimated $64.2M sold.

Based on aggregated 13F filings for Q1 2025.