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Global X Defense Tech ETF

252 hedge funds and large institutions have $1.17B invested in Global X Defense Tech ETF in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 87 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,055% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 11

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

428% more call options, than puts

Call options by funds: $9.28M | Put options by funds: $1.76M

263% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 24

124% more capital invested

Capital invested by funds: $524M → $1.17B (+$649M)

85% more funds holding

Funds holding: 136252 (+116)

1.1% less ownership

Funds ownership: 42.34%41.24% (-1.1%)

Holders
252
Holders Change
+116
Holders Change %
+85.29%
% of All Funds
3.32%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.08%
New
127
Increased
87
Reduced
24
Closed
11
Calls
$9.28M
Puts
$1.76M
Net Calls
+$7.52M
Net Calls Change
+$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Perigon Wealth Management
California
$2.97M +$2.65M +49,270 New
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$2.92M +$476K +8,863 +22%
SA
53
Sanctuary Advisors
Indiana
$2.81M +$1.99M +36,987 +380%
PAG
54
Private Advisor Group
New Jersey
$2.75M +$2.45M +45,592 New
WIA
55
World Investment Advisors
California
$2.48M +$977K +18,179 +79%
KP
56
Keel Point
Alabama
$2.41M -$1.24K -23 -0.1%
GDP
57
Great Diamond Partners
Maine
$2.37M +$2.11M +39,323 New
TI
58
Tidal Investments
Wisconsin
$2.29M +$2.04M +38,000 New
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$2.29M +$308K +5,740 +18%
FIBOI
60
First International Bank of Israel
$2.26M +$2.01M +37,490 New
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$2.26M +$1.05M +19,528 +109%
BHB
62
Bank Hapoalim BM
Israel
$2.13M +$38.7K +720 +2%
CC
63
Centiva Capital
New York
$2.11M +$1.88M +35,000 New
PIWA
64
Prevail Innovative Wealth Advisors
Kansas
$2.04M +$1.82M +33,935 New
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$1.79M +$1.56M +28,942 +3,654%
OMC
66
Old Mission Capital
Illinois
$1.77M -$3.69M -68,672 -70%
FAIM
67
Financial Advocates Investment Management
Washington
$1.73M +$142K +2,648 +10%
EWA
68
Evolution Wealth Advisors
Florida
$1.73M +$1.54M +28,650 New
Principal Financial Group
69
Principal Financial Group
Iowa
$1.69M +$1.51M +28,039 New
BFG
70
Bleakley Financial Group
New Jersey
$1.65M +$1.47M +27,340 New
CFG
71
Carter Financial Group
Illinois
$1.62M +$1.44M +26,842 New
SAM
72
Synergy Asset Management
Washington
$1.56M +$1.39M +25,869 New
EH
73
Equitable Holdings
New York
$1.55M +$585K +10,876 +73%
GS
74
GTS Securities
New York
$1.53M +$1.36M +25,392 New
Simplex Trading
75
Simplex Trading
Illinois
$1.52M +$1.36M +25,233 New

SHLD Hedge Fund Activity: Q2 2025 in Review

252 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Global X Defense Tech ETF (SHLD) for Q2 2025, worth a combined $1.17B — up 124% from $524M a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new SHLD positions and 11 closed out — a net gain of 116 holders — while 87 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $80.6M. The largest seller was Raymond James Financial, cutting an estimated $29.5M.

  • 252 institutional investors held Global X Defense Tech ETF (SHLD) as of Q2 2025, up from 136 in Q1 2025.
  • Funds reported $1.17B of Global X Defense Tech ETF stock for Q2 2025, up 124% quarter-over-quarter.
  • 127 funds opened new Global X Defense Tech ETF positions in Q2 2025 and 11 closed out, a net change of +116 holders.
  • The largest Global X Defense Tech ETF buyer in Q2 2025 was Bank of America, an estimated $80.6M added.
  • The largest Global X Defense Tech ETF seller in Q2 2025 was Raymond James Financial, an estimated $29.5M sold.

Based on aggregated 13F filings for Q2 2025.