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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
Bank of America
1
Bank of America
North Carolina
$212M +$80.6M +1,499,147 +74%
LPL Financial
2
LPL Financial
California
$120M +$44.8M +832,860 +72%
Morgan Stanley
3
Morgan Stanley
New York
$103M +$51.1M +949,998 +125%
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$63.4M +$44.2M +823,005 +342%
HC
5
Henshaw Capital
Massachusetts
$45.7M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$42.1M +$10.1M +187,090 +37%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$29.9M +$26.6M +495,610 New
Stifel Financial
8
Stifel Financial
Missouri
$29.3M -$7.61M -141,624 -23%
Raymond James Financial
9
Raymond James Financial
Florida
$25.8M -$29.5M -548,067 -56%
BEI
10
Benjamin Edwards Inc
Missouri
$23M -$6.72M -124,961 -25%
Osaic Holdings
11
Osaic Holdings
Arizona
$22.4M +$10.5M +196,034 +111%
QC
12
Quadrature Capital
United Kingdom
$20.1M +$17.9M +333,665 New
Jane Street
13
Jane Street
New York
$19.3M +$10.6M +197,721 +162%
PIM
14
Parker Investment Management
California
$19.3M +$17.2M +319,966 New
JP Morgan Chase
15
JP Morgan Chase
New York
$17.6M +$10.5M +195,246 +202%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$15.3M +$8.92M +166,031 +190%
MW
17
Marks Wealth
Maryland
$13.9M +$12.4M +230,922 New
MML Investors Services
18
MML Investors Services
Massachusetts
$13.5M +$7.05M +131,088 +142%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$10.5M +$4.22M +78,534 +82%
BCM
20
Beck Capital Management
Texas
$9.86M +$3.07M +57,102 +54%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$9.76M +$8.7M +161,965 New
SAS
22
SMI Advisory Services
Indiana
$9.72M +$8.59M +159,858 New
CIM
23
Confluence Investment Management
Missouri
$9.69M -$3.15M -58,611 -27%
OFA
24
Oak Family Advisors
Illinois
$9.22M +$4.8M +89,348 +140%
AWM
25
AE Wealth Management
Kansas
$8.78M +$7.71M +143,367 +6,288%

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.