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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
SFGP
126
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$9.31K +$8.47K +200 New
SC
127
Solstein Capital
California
$8.89K +$8.09K +191 New
RIL
128
Rothschild Investment LLC
Illinois
$6.98K – – –
FNWA
129
Financial Network Wealth Advisors
Utah
$6K -$94.5K -2,230 -95%
CFP
130
Comprehensive Financial Planning
Pennsylvania
$3.46K -$378K -8,912 -99%
APW
131
Aventura Private Wealth
Florida
$3.26K -$12.7K -300 -81%
CA
132
CoreCap Advisors
Michigan
$2.56K +$2.33K +55 New
S
133
SignatureFD
Georgia
$2.51K +$2.29K +54 New
CGA
134
Channing Global Advisors
Florida
$2.28K +$2.08K +49 New
HIM
135
Hillsdale Investment Management
Ontario, Canada
$2.1K +$1.91K +45 New
HCM
136
Hollencrest Capital Management
California
$1.16K – – –
3AM
137
3EDGE Asset Management
Florida
– -$64.2M -1,716,996 Closed
TC
138
TownSquare Capital
Utah
– -$7.51M -200,770 Closed
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
– -$5.58M -149,215 Closed
FTUS
140
Flow Traders U.S.
New York
– -$1.91M -50,982 Closed
AWAU
141
Alliance Wealth Advisors (Utah)
Utah
– -$1.84M -49,301 Closed
PWG
142
Portside Wealth Group
Utah
– -$1.59M -42,560 Closed
CFG
143
Certior Financial Group
Pennsylvania
– -$1.37M -36,645 Closed
Cerity Partners
144
Cerity Partners
New York
– -$1.08M -28,887 Closed
AWA
145
Arete Wealth Advisors
Illinois
– -$916K -24,541 Closed
PCG
146
Prosperity Consulting Group
Maryland
– -$628K -16,778 Closed
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
– -$620K -16,563 Closed
SAS
148
Stelac Advisory Services
New York
– -$477K -12,756 Closed
NG
149
Norden Group
Utah
– -$331K -8,839 Closed
MTIM
150
Marathon Trading Investment Management
Pennsylvania
– -$314K -8,400 Closed
3 4 5
6
7

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.