Global X Defense Tech ETF
SHLD
110 hedge funds and large institutions have $296M invested in Global X Defense Tech ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 20 closing their positions.
115% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 20
25% more funds holding
Funds holding: 88 → 110 (+22)
12% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 25
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
16% less capital invested
Capital invested by funds: $352M → $296M (-$55.7M)
19.72% less ownership
Funds ownership: 64.69% → 44.97% (-20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.19M |
| 2 |
Jane Street
New York
|
+$7.94M |
| 3 |
Morgan Stanley
New York
|
+$7.79M |
| 4 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$7M |
| 5 |
LPL Financial
San Diego,
California
|
+$6.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$131M |
| 2 |
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
-$16.7M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$5.71M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$5.71M |
| 5 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$5.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
126
Tower Research Capital (TRC)
New York
| – | -$3.72K | -100 | Closed |
|
127
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -59 | Closed |
|
|
NS
128
NBC Securities
Birmingham,
Alabama
| – | -$1K | -32 | Closed |
|
|
JIP
129
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$745 | -20 | Closed |
|
130
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$261 | -7 | Closed |
|
SHLD Hedge Fund Activity: Q4 2024 in Review
110 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X Defense Tech ETF (SHLD) for Q4 2024, worth a combined $296M — down 16% from $352M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SHLD positions and 20 closed out — a net gain of 23 holders — while 28 added to existing stakes and 25 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $8.19M. The largest seller was Menora Mivtachim Holdings, cutting an estimated $131M.
- 110 institutional investors held Global X Defense Tech ETF (SHLD) as of Q4 2024, up from 88 in Q3 2024.
- Funds reported $296M of Global X Defense Tech ETF stock for Q4 2024, down 16% quarter-over-quarter.
- 43 funds opened new Global X Defense Tech ETF positions in Q4 2024 and 20 closed out, a net change of +23 holders.
- The largest Global X Defense Tech ETF buyer in Q4 2024 was Bank of America, an estimated $8.19M added.
- The largest Global X Defense Tech ETF seller in Q4 2024 was Menora Mivtachim Holdings, an estimated $131M sold.
Based on aggregated 13F filings for Q4 2024.