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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
LFG
201
Larson Financial Group
Missouri
$120K +$107K +1,985 New
GRP
202
Global Retirement Partners
California
$116K +$104K +1,927 New
EWP
203
Elevation Wealth Partners
California
$114K +$65.5K +1,219 +182%
AAS
204
Ameritas Advisory Services
Nebraska
$108K +$96.2K +1,790 New
CA
205
Crewe Advisors
Utah
$105K +$93.6K +1,741 New
PA
206
Parallel Advisors
California
$103K +$91.5K +1,702 New
CWM
207
Copia Wealth Management
Oregon
$83.3K +$74.3K +1,383 New
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$79K +$12.1K +226 +21%
GWM
209
Geneos Wealth Management
Colorado
$74.4K +$9.08K +169 +16%
AW
210
Avion Wealth
Texas
$60K +$53.7K +1,000 New
PIS
211
POM Investment Strategies
North Carolina
$56.2K +$50.1K +933 New
SIS
212
Strategic Investment Solutions
Illinois
$52.6K +$11.2K +209 +31%
NSIM
213
North Star Investment Management
Illinois
$48.2K +$43K +800 New
LI
214
LRI Investments
Florida
$45.2K +$40.3K +750 New
NS
215
NBC Securities
Alabama
$43K +$25.9K +482 +208%
IRC
216
Investors Research Corp
Georgia
$41.2K +$161 +3 +0.4%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$40.4K -$44.6K -829 -55%
FPB
218
First PREMIER Bank
South Dakota
$39K
VNA
219
Valley National Advisers
Pennsylvania
$34K +$31K +576 New
FCAS
220
First Command Advisory Services
Texas
$32.5K +$29K +539 New
US Bancorp
221
US Bancorp
Minnesota
$30.1K +$26.9K +500 New
EWM
222
Evolution Wealth Management
Florida
$24.9K +$22.2K +413 New
GJIA
223
Glass Jacobson Investment Advisors
Maryland
$21.8K +$19.4K +361 New
Fidelity Investments
224
Fidelity Investments
Massachusetts
$18.7K -$5.91K -110 -26%
DF
225
Dunhill Financial
United Kingdom
$15.1K

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.