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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
TFA
126
Tranquilli Financial Advisor
New Jersey
$603K +$538K +10,005 New
VFO
127
Virtus Family Office
Texas
$588K
PA
128
Pinnacle Associates
New York
$583K +$44.3K +825 +9%
SS
129
SBI Securities
Japan
$580K +$518K +9,633 New
FFS
130
Founders Financial Securities
Maryland
$571K +$510K +9,485 New
FWM
131
Foguth Wealth Management
Michigan
$554K +$158K +2,938 +47%
SAW
132
Signal Advisors Wealth
Michigan
$548K +$153K +2,853 +46%
VWA
133
Visionary Wealth Advisors
Illinois
$543K -$227K -4,229 -32%
IA
134
IFP Advisors
Florida
$542K +$350K +6,506 +261%
SMC
135
Smith, Moore & Co
Missouri
$526K +$66.6K +1,239 +17%
Truist Financial
136
Truist Financial
North Carolina
$501K +$164K +3,058 +58%
SPC
137
Sigma Planning Corp
Michigan
$473K +$422K +7,844 New
PSCM
138
Per Stirling Capital Management
Texas
$465K +$415K +7,724 New
TF
139
Trek Financial
Arizona
$464K +$414K +7,694 New
KAS
140
Kestra Advisory Services
Texas
$457K +$171K +3,190 +73%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$443K +$109K +2,037 +38%
Comerica Bank
142
Comerica Bank
Texas
$439K -$40.5K -754 -9%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$430K +$352K +6,544 +1,100%
IAS
144
Insigneo Advisory Services
Florida
$430K +$40.3K +750 +12%
EFS
145
Essex Financial Services
Connecticut
$429K +$383K +7,125 New
Wells Fargo
146
Wells Fargo
California
$419K -$194K -3,615 -34%
KHCM
147
Kirtland Hills Capital Management
Ohio
$417K +$372K +6,923 New
FPGK
148
Financial Partners Group (Kansas)
Kansas
$402K +$359K +6,673 New
DJYG
149
David J. Yvars Group
Florida
$388K +$346K +6,445 New
HWM
150
HB Wealth Management
Georgia
$377K +$336K +6,261 New

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.