We are live on ! Find out more
SHLD icon

Global X Defense Tech ETF
SHLD

42 hedge funds and large institutions have $170M invested in Global X Defense Tech ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,700% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 1

1,220% more capital invested

Capital invested by funds: $12.9M → $170M (+$157M)

180% more funds holding

Funds holding: 15 → 42 (+27)

31.8% more ownership

Funds ownership: 34.31% → 66.11% (+32%)

Holders
42
Holders Change
+27
Holders Change %
+180%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
7
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MMH
Menora Mivtachim Holdings
Israel
+$127M
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$14.9M
3
Jane Street
Jane Street
New York
+$3.78M
4
SHJ
Sharkey, Howes & Javer
Colorado
+$1.53M
5
CI
CPR Investments
Michigan
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$632K
Name Holding Trade Value Shares
Change 		Change in
Stake
MMH
1
Menora Mivtachim Holdings
Israel
$126M +$127M +3,816,000 New
MTWSIF
2
Mivtachim The Workers Social Insurance Fund
Israel
$15M +$14.9M +450,000 New
Jane Street
3
Jane Street
New York
$4.74M +$3.78M +113,717 +387%
SMF
4
Sterling Manor Financial
New York
$4.26M +$376K +11,307 +10%
MML Investors Services
5
MML Investors Services
Massachusetts
$3.77M +$702K +21,140 +23%
SHJ
6
Sharkey, Howes & Javer
Colorado
$2.54M +$1.53M +46,137 +151%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.62M +$94.9K +2,857 +6%
CI
8
CPR Investments
Michigan
$1.35M +$1.35M +40,777 New
BHB
9
Bank Hapoalim BM
Israel
$1.19M +$1.2M +36,045 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.04M +$56.8K +1,710 +6%
LPL Financial
11
LPL Financial
California
$989K +$991K +29,839 New
RJA
12
Raymond James & Associates
Florida
$959K +$962K +28,957 New
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$604K +$612K +18,424 New
OMC
14
Old Mission Capital
Illinois
$537K +$539K +16,220 New
Stifel Financial
15
Stifel Financial
Missouri
$495K +$496K +14,934 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$464K +$465K +14,005 New
Wells Fargo
17
Wells Fargo
California
$443K +$444K +13,367 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$424K +$425K +12,790 New
VFO
19
Virtus Family Office
Texas
$317K +$317K +9,553 New
Millennium Management
20
Millennium Management
New York
$313K +$313K +9,436 New
DWM
21
Diversify Wealth Management
Utah
$303K +$294K +8,846 New
MTIM
22
Marathon Trading Investment Management
Pennsylvania
$278K – – –
GA
23
Geller Advisors
New York
$252K – – –
JIR
24
James Investment Research
Ohio
$245K +$246K +7,397 New
PWM
25
Prosperity Wealth Management
California
$227K +$228K +6,854 New
1
2

SHLD Hedge Fund Activity: Q2 2024 in Review

42 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X Defense Tech ETF (SHLD) for Q2 2024, worth a combined $170M — up 1,220% from $12.9M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SHLD positions and 1 closed out — a net gain of 27 holders — while 7 added to existing stakes and 0 trimmed.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $127M. The largest seller was Citadel Advisors, exiting entirely with an estimated $632K sold.

  • 42 institutional investors held Global X Defense Tech ETF (SHLD) as of Q2 2024, up from 15 in Q1 2024.
  • Funds reported $170M of Global X Defense Tech ETF stock for Q2 2024, up 1,220% quarter-over-quarter.
  • 28 funds opened new Global X Defense Tech ETF positions in Q2 2024 and 1 closed out, a net change of +27 holders.
  • The largest Global X Defense Tech ETF buyer in Q2 2024 was Menora Mivtachim Holdings, an estimated $127M added.
  • The largest Global X Defense Tech ETF seller in Q2 2024 was Citadel Advisors, an estimated $632K sold.

Based on aggregated 13F filings for Q2 2024.