TLDR: Janney Montgomery Scott LLC has substantially increased its investment in the Roundhill Generative AI & Technology ETF ($CHAT), boosting its stake by 284.0% in the second quarter of 2025. The firm acquired an additional 17,659 shares, bringing its total ownership to 23,876 shares, valued at approximately $1,165,000. The CHAT ETF is an actively managed fund dedicated to investing in companies focused on generative artificial intelligence and related technologies.
Janney Montgomery Scott LLC, a prominent investment firm, has made a notable move in the artificial intelligence investment landscape by significantly expanding its position in the Roundhill Generative AI & Technology ETF ($CHAT). According to its most recent 13F filing with the Securities & Exchange Commission, the firm increased its stake by an impressive 284.0% during the second quarter of 2025. This acquisition involved an additional 17,659 shares, elevating Janney Montgomery Scott LLC’s total holdings in the ETF to 23,876 shares. As of its latest filing, this stake is valued at approximately $1,165,000, representing about 0.32% of the Roundhill Generative AI & Technology ETF.
The Roundhill Generative AI & Technology ETF (CHAT) is an actively managed exchange-traded fund that strategically invests in 25 to 50 companies globally. Its core focus lies in entities involved in generative artificial intelligence and other related technologies, aiming for long-term capital appreciation. The ETF’s investment objective is to capitalize on the burgeoning growth within the AI sector.
Market data from October 14, 2025, indicates that shares of NYSEARCA:CHAT opened at $64.06 on Tuesday. The ETF has experienced a twelve-month trading range with a low of $28.96 and a high of $65.44. Its performance metrics include a fifty-day simple moving average of $57.48 and a 200-day simple moving average of $47.57. The fund currently boasts a market capitalization of $919.26 million, a PE ratio of 21.50, and a beta of 1.51.
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Janney Montgomery Scott LLC is not alone in recognizing the potential of the CHAT ETF. Other institutional investors have also adjusted their holdings. Notably, NewEdge Advisors LLC dramatically increased its stake by 2,875.6% in the first quarter, now holding 6,338 shares valued at $221,000. Additionally, Flow Traders U.S. LLC initiated a new position in the Roundhill Generative AI & Technology ETF during the first quarter, with holdings worth $829,000.
