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Global X Defense Tech ETF
SHLD

15 hedge funds and large institutions have $12.9M invested in Global X Defense Tech ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

874% more capital invested

Capital invested by funds: $1.32M → $12.9M (+$11.5M)

400% more funds holding

Funds holding: 3 → 15 (+12)

6.43% more ownership

Funds ownership: 27.88% → 34.31% (+6.4%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
15
Holders Change
+12
Holders Change %
+400%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMF
Sterling Manor Financial
New York
+$3.52M
2
MML Investors Services
MML Investors Services
Massachusetts
+$2.78M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.35M
4
SHJ
Sharkey, Howes & Javer
Colorado
+$919K
5
Jane Street
Jane Street
New York
+$884K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$241K
Name Holding Trade Value Shares
Change 		Change in
Stake
SMF
1
Sterling Manor Financial
New York
$3.89M +$3.52M +117,186 New
MML Investors Services
2
MML Investors Services
Massachusetts
$3.07M +$2.78M +92,610 New
Osaic Holdings
3
Osaic Holdings
Arizona
$1.53M +$1.35M +44,962 +3,827%
SHJ
4
Sharkey, Howes & Javer
Colorado
$1.01M +$919K +30,575 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$989K -$241K -8,033 -21%
Jane Street
6
Jane Street
New York
$976K +$884K +29,409 New
Citadel Advisors
7
Citadel Advisors
Florida
$632K +$573K +19,051 New
MTIM
8
Marathon Trading Investment Management
Pennsylvania
$279K – – –
GA
9
Geller Advisors
New York
$252K +$228K +7,587 New
CFP
10
Cascade Financial Partners
California
$204K +$189K +6,300 New
SPIA
11
Steward Partners Investment Advisory
New York
$16.1K +$14.5K +484 New
GIM
12
Gold Investment Management
Alberta, Canada
$2.39K +$2.16K +72 New
VWM
13
Venturi Wealth Management
Texas
$1.83K +$1.65K +55 New
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$1.66K +$1.5K +50 New
NS
15
NBC Securities
Alabama
$1K +$962 +32 New

SHLD Hedge Fund Activity: Q1 2024 in Review

15 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X Defense Tech ETF (SHLD) for Q1 2024, worth a combined $12.9M — up 874% from $1.32M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SHLD positions and 0 closed out — a net gain of 12 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Sterling Manor Financial, opening a new position worth an estimated $3.52M. The largest seller was Susquehanna International Group, cutting an estimated $241K.

  • 15 institutional investors held Global X Defense Tech ETF (SHLD) as of Q1 2024, up from 3 in Q4 2023.
  • Funds reported $12.9M of Global X Defense Tech ETF stock for Q1 2024, up 874% quarter-over-quarter.
  • 12 funds opened new Global X Defense Tech ETF positions in Q1 2024 and 0 closed out, a net change of +12 holders.
  • The largest Global X Defense Tech ETF buyer in Q1 2024 was Sterling Manor Financial, an estimated $3.52M added.
  • The largest Global X Defense Tech ETF seller in Q1 2024 was Susquehanna International Group, an estimated $241K sold.

Based on aggregated 13F filings for Q1 2024.