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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
AI
76
Atria Investments
North Carolina
$381K +$347K +8,195 New
Comerica Bank
77
Comerica Bank
Texas
$374K +$334K +7,872 +4,859%
NWMG
78
National Wealth Management Group
Ohio
$368K +$99.5K +2,349 +42%
TWC
79
TD Waterhouse Canada
Ontario, Canada
$349K +$248K +5,865 +378%
WANY
80
Wealthspire Advisors (New York)
New York
$349K +$318K +7,498 New
SMC
81
Smith, Moore & Co
Missouri
$349K +$84.1K +1,984 +36%
CIS
82
Custom Index Systems
New York
$334K – – –
BAM
83
Belpointe Asset Management
Nevada
$330K +$300K +7,082 New
IAS
84
Insigneo Advisory Services
Florida
$297K – – –
MIFH
85
Migdal Insurance & Financial Holdings
Israel
$294K +$268K +6,315 New
FWM
86
Foguth Wealth Management
Michigan
$291K +$265K +6,250 New
SAW
87
Signal Advisors Wealth
Michigan
$291K +$265K +6,250 New
FFN
88
Focus Financial Network
Minnesota
$257K +$234K +5,516 New
NEPWA
89
New England Private Wealth Advisors
Massachusetts
$249K +$227K +5,358 New
Bank of New York Mellon
90
Bank of New York Mellon
New York
$247K +$225K +5,316 New
Truist Financial
91
Truist Financial
North Carolina
$245K +$223K +5,264 New
FOR
92
Family Office Research
Maryland
$243K +$221K +5,218 New
CWMGP
93
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$241K -$1.07M -25,221 -83%
HAS
94
HBW Advisory Services
California
$238K +$216K +5,104 New
JPLA
95
Joseph P. Lucia & Associates
New York
$235K +$214K +5,048 New
PWMAG
96
Pinnacle Wealth Management Advisory Group
New Jersey
$233K +$212K +5,000 New
TFS
97
Thoroughbred Financial Services
Tennessee
$232K +$212K +5,000 New
OIA
98
OneDigital Investment Advisors
Kansas
$230K +$209K +4,931 New
KFGK
99
Keystone Financial Group (Kentucky)
Kentucky
$213K +$194K +4,579 New
CW
100
CreativeOne Wealth
Kansas
$210K +$191K +4,503 New
2 3
4
5 6

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.