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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
CIBC World Market
76
CIBC World Market
Ontario, Canada
$1.47M +$1.31M +24,451 New
SC
77
Solstein Capital
California
$1.47M +$1.3M +24,219 +12,680%
TNAM
78
Terra Nova Asset Management
New York
$1.41M +$17.5K +325 +1%
PFG
79
Prosperity Financial Group
California
$1.39M +$3.44K +64 +0.3%
TWC
80
TD Waterhouse Canada
Ontario, Canada
$1.39M +$868K +16,155 +218%
DADC
81
D.A. Davidson & Co
Montana
$1.36M +$304K +5,663 +33%
MMH
82
Menora Mivtachim Holdings
Israel
$1.33M +$486K +9,050 +70%
NA
83
NewEdge Advisors
Louisiana
$1.31M -$339K -6,310 -22%
Mariner
84
Mariner
Kansas
$1.31M +$1.17M +21,754 New
YDMI
85
Y.D. More Investments
Israel
$1.3M -$22.8K -425 -2%
EDRH
86
Edmond de Rothschild Holding
Switzerland
$1.22M
TFS
87
Thoroughbred Financial Services
Tennessee
$1.22M +$819K +15,242 +305%
Brown Advisory
88
Brown Advisory
Maryland
$1.14M +$460K +8,555 +83%
Walleye Capital
89
Walleye Capital
New York
$1.13M +$1.01M +18,835 New
MWM
90
MGB Wealth Management
Texas
$1.12M +$188K +3,507 +23%
PS
91
Principal Securities
Iowa
$1.11M +$981K +18,251 +7,300%
RA
92
RFG Advisory
Alabama
$1.07M +$68.1K +1,267 +8%
GAM
93
Gotham Asset Management
New York
$1.07M +$11.6K +216 +1%
MCM
94
MAI Capital Management
Ohio
$1.04M +$269K +5,000 +41%
OP
95
ORG Partners
Indiana
$1.03M +$27.5K +512 +3%
IMC Chicago
96
IMC Chicago
Illinois
$1.02M +$906K +16,852 New
ASN
97
Advisory Services Network
Georgia
$1.01M +$886K +16,482 New
FFA
98
Farther Finance Advisors
California
$939K +$838K +15,585 New
AI
99
Atria Investments
North Carolina
$911K +$372K +6,928 +85%
BMWM
100
Brown Miller Wealth Management
Virginia
$895K -$1.56K -29 -0.2%

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.