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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
HF
101
HRT Financial
New York
$882K +$787K +14,650 New
OL
102
Owen LaRue
Kentucky
$881K -$114K -2,124 -13%
HighTower Advisors
103
HighTower Advisors
Illinois
$880K +$785K +14,611 New
HAS
104
HBW Advisory Services
California
$856K +$489K +9,105 +178%
BCI
105
Brinker Capital Investments
Pennsylvania
$856K +$763K +14,201 New
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$848K +$46.6K +868 +7%
IA
107
Integrity Alliance
Iowa
$826K +$737K +13,706 New
BWM
108
BigSur Wealth Management
Florida
$800K +$712K +13,245 New
GVAG
109
Great Valley Advisor Group
Delaware
$758K +$149K +2,764 +28%
CFP
110
Cascade Financial Partners
California
$751K +$376 +7 +0.1%
AWM
111
Apollon Wealth Management
South Carolina
$737K +$176K +3,270 +36%
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$733K -$1.87M -34,840 -74%
IFG
113
Independent Financial Group
California
$731K +$652K +12,140 New
OFS
114
OneAscent Financial Services
Alabama
$727K +$649K +12,079 New
AIFAIM
115
American Institute for Advanced Investment Management
Arizona
$701K +$625K +11,630 New
NWMG
116
National Wealth Management Group
Ohio
$689K +$189K +3,524 +45%
JWCA
117
J.W. Cole Advisors
Florida
$679K +$155K +2,878 +34%
CIC
118
Chase Investment Counsel
Virginia
$662K +$591K +10,997 New
WANY
119
Wealthspire Advisors (New York)
New York
$656K +$182K +3,387 +45%
KPWS
120
Kestra Private Wealth Services
Texas
$656K +$48.7K +907 +9%
AAS
121
Avantax Advisory Services
Texas
$652K +$581K +10,818 New
PWM
122
Prosperity Wealth Management
California
$641K +$117K +2,174 +26%
LW
123
Lauer Wealth
Indiana
$622K +$546K +10,164 New
CIS
124
Custom Index Systems
New York
$619K +$167K +3,099 +43%
NEPWA
125
New England Private Wealth Advisors
Massachusetts
$609K +$248K +4,615 +86%

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.