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Global X Defense Tech ETF
SHLD

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: 1 → 6 (+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: 136 → 252 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$80.6M
2
Morgan Stanley
Morgan Stanley
New York
+$51.1M
3
LPL Financial
LPL Financial
California
+$44.8M
4
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$44.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$26.6M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$29.5M
2
PW
Potentia Wealth
California
-$8.42M
3
Stifel Financial
Stifel Financial
Missouri
-$7.61M
4
BEI
Benjamin Edwards Inc
Missouri
-$6.72M
5
MFG
Merit Financial Group
Georgia
-$4.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
176
Kingsview Wealth Management
Oregon
$252K +$225K +4,180 New
OWP
177
Obermeyer Wealth Partners
Colorado
$250K +$223K +4,155 New
TWP
178
Tempus Wealth Planning
California
$247K +$221K +4,103 New
Corient Private Wealth
179
Corient Private Wealth
Florida
$245K +$218K +4,059 New
YIH
180
Y-Intercept (HK)
Hong Kong
$242K +$216K +4,021 New
Wealth Enhancement Advisory Services
181
Wealth Enhancement Advisory Services
Minnesota
$233K +$212K +3,936 New
JSL
182
JT Stratford LLC
Georgia
$232K +$207K +3,850 New
BIG
183
Brookwood Investment Group
Arizona
$232K +$207K +3,844 New
VFA
184
Valeo Financial Advisors
Indiana
$231K +$206K +3,838 New
SL
185
SWMG LLC
Texas
$221K +$196K +3,639 New
FHWM
186
Fox Hill Wealth Management
Massachusetts
$221K +$197K +3,663 New
WWM
187
Western Wealth Management
Colorado
$220K +$196K +3,652 New
MA
188
Mutual Advisors
Nebraska
$217K +$188K +3,505 New
CIG
189
Cascade Investment Group
Colorado
$214K +$191K +3,545 New
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212K +$62.3K +1,160 +49%
HCM
191
Hall Capital Management
Rhode Island
$211K +$188K +3,500 New
MCM
192
Manchester Capital Management
Vermont
$208K +$185K +3,447 New
HWP
193
Highline Wealth Partners
California
$206K +$171K +3,175 +1,270%
CAM
194
Cresset Asset Management
Illinois
$204K +$182K +3,386 New
ACA
195
Aptus Capital Advisors
Alabama
$204K +$182K +3,389 New
BEAM
196
Baker Ellis Asset Management
Washington
$202K +$181K +3,360 New
MSWA
197
Marshall & Sterling Wealth Advisors
New York
$160K +$143K +2,661 New
PTC
198
Private Trust Company
Ohio
$146K +$101K +1,885 +348%
AF
199
Advisornet Financial
Minnesota
$133K +$119K +2,209 New
AIC
200
Archer Investment Corporation
Indiana
$121K +$108K +2,015 New
6 7
8
9 10

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.