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Global X Defense Tech ETF
SHLD

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

1,533% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 3

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

110% more funds holding

Funds holding: 42 → 88 (+46)

107% more capital invested

Capital invested by funds: $170M → $352M (+$182M)

1.42% less ownership

Funds ownership: 66.11% → 64.69% (-1.4%)

Holders
88
Holders Change
+46
Holders Change %
+109.52%
% of All Funds
1.26%
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

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$54.6M
2
MMH
Menora Mivtachim Holdings
Israel
+$27.7M
3
TC
TownSquare Capital
Utah
+$7.23M
4
BCI
Brinker Capital Investments
Pennsylvania
+$5.46M
5
OPS
Orion Portfolio Solutions
Nebraska
+$5.46M

Top Sellers

Rank Fund Capital Flow
1
CI
CPR Investments
Michigan
-$778K
2
Jane Street
Jane Street
New York
-$335K
3
Millennium Management
Millennium Management
New York
-$313K
4
Wells Fargo
Wells Fargo
California
-$149K
5
DWM
Diversify Wealth Management
Utah
-$51.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
76
Venturi Wealth Management
Texas
$4.69K +$783 +22 +21%
IRC
77
Investors Research Corp
Georgia
$4.24K +$4.05K +114 New
TRCT
78
Tower Research Capital (TRC)
New York
$3.72K +$3.56K +100 New
SSB
79
Sandy Spring Bank
Maryland
$2.79K +$2.67K +75 New
GIM
80
Gold Investment Management
Alberta, Canada
$2.68K – – –
YDMI
81
Y.D. More Investments
Israel
$2.38K +$49.8K +1,400 +6%
HCM
82
Hollencrest Capital Management
California
$2.12K +$2.03K +57 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.1K +59 New
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$1.86K – – –
NS
85
NBC Securities
Alabama
$1K – – –
JIP
86
Jaffetilchin Investment Partners
Florida
$745 +$711 +20 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$261 +$249 +7 New
ACA
88
American Capital Advisory
Idaho
$149 +$142 +4 New
Millennium Management
89
Millennium Management
New York
– -$313K -9,436 Closed
LTI
90
Laffer Tengler Investments
Tennessee
– -$31.9K -963 Closed
FNWA
91
Financial Network Wealth Advisors
Utah
– -$2.04K -59 Closed
1 2 3
4

SHLD Hedge Fund Activity: Q3 2024 in Review

88 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X Defense Tech ETF (SHLD) for Q3 2024, worth a combined $352M — up 107% from $170M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SHLD positions and 3 closed out — a net gain of 46 holders — while 19 added to existing stakes and 7 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $54.6M. The largest seller was CPR Investments, cutting an estimated $778K.

  • 88 institutional investors held Global X Defense Tech ETF (SHLD) as of Q3 2024, up from 42 in Q2 2024.
  • Funds reported $352M of Global X Defense Tech ETF stock for Q3 2024, up 107% quarter-over-quarter.
  • 49 funds opened new Global X Defense Tech ETF positions in Q3 2024 and 3 closed out, a net change of +46 holders.
  • The largest Global X Defense Tech ETF buyer in Q3 2024 was 3EDGE Asset Management, an estimated $54.6M added.
  • The largest Global X Defense Tech ETF seller in Q3 2024 was CPR Investments, an estimated $778K sold.

Based on aggregated 13F filings for Q3 2024.