OZEM

Roundhill GLP-1 & Weight Loss ETF
OZEM

Overview Fund Activity

12 hedge funds and large institutions have $5.2M invested in Roundhill GLP-1 & Weight Loss ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
-3
Holders Change %
-20%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
3
Closed
6
Calls
–
Puts
$232K
Net Calls
-$232K
Net Calls Change
+$99K

Top Buyers

1
OFA
Oak Family Advisors
Illinois
$1.31M
2
RZH
Relyea Zuckerberg Hanson
Connecticut
$254K
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.99M
4
MYIA
Mount Yale Investment Advisors
Colorado
$5.73K

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
OMC
Old Mission Capital
Illinois
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
FTUS
Flow Traders U.S.
New York
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$1.99M +$86.2K +3,432 +5%
OFA
2
Oak Family Advisors
Illinois
$1.31M +$1.31M +51,929 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$941K -$5.07K -201 -0.5%
LPAM
4
Lodestar Private Asset Management
California
$266K – – –
RZH
5
Relyea Zuckerberg Hanson
Connecticut
$254K +$254K +10,080 New
FTUS
6
Flow Traders U.S.
New York
$253K -$272K -10,761 -52%
UBS Group
7
UBS Group
Switzerland
$127K -$19.7K -783 -13%
Morgan Stanley
8
Morgan Stanley
New York
$26.2K – – –
Osaic Holdings
9
Osaic Holdings
Arizona
$11.1K – – –
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
MYIA
11
Mount Yale Investment Advisors
Colorado
$5.73K +$5.73K +227 New
PWA
12
Physician Wealth Advisors
Utah
$1.01K – – –
FFA
13
Farther Finance Advisors
California
$1 -$1 – –
Jane Street
14
Jane Street
New York
– -$1.74M -73,545 Closed
OMC
15
Old Mission Capital
Illinois
– -$1.27M -53,879 Closed
Citadel Advisors
16
Citadel Advisors
Florida
– -$790K -33,372 Closed
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
– -$422K -17,850 Closed
Simplex Trading
18
Simplex Trading
Illinois
– -$4K -207 Closed
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
– -$2.89K -122 Closed