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OZEM

Roundhill GLP-1 & Weight Loss ETF

16 hedge funds and large institutions have $8.47M invested in Roundhill GLP-1 & Weight Loss ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

129% more capital invested

Capital invested by funds: $3.7M → $8.47M (+$4.76M)

60% more funds holding

Funds holding: 1016 (+6)

13.19% more ownership

Funds ownership: 8.13%21.32% (+13%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

13% less call options, than puts

Call options by funds: $178K | Put options by funds: $205K

Holders
16
Holders Change
+6
Holders Change %
+60%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
4
Closed
1
Calls
$178K
Puts
$205K
Net Calls
-$27K
Net Calls Change
-$908K

OZEM Hedge Fund Activity: Q4 2024 in Review

16 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Roundhill GLP-1 & Weight Loss ETF (OZEM) for Q4 2024, worth a combined $8.47M — up 129% from $3.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OZEM positions and 1 closed out — a net gain of 6 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was National Bank of Canada, opening a new position worth an estimated $1.8M. The largest seller was Osaic Holdings, cutting an estimated $48K.

  • 16 institutional investors held Roundhill GLP-1 & Weight Loss ETF (OZEM) as of Q4 2024, up from 10 in Q3 2024.
  • Funds reported $8.47M of Roundhill GLP-1 & Weight Loss ETF stock for Q4 2024, up 129% quarter-over-quarter.
  • 7 funds opened new Roundhill GLP-1 & Weight Loss ETF positions in Q4 2024 and 1 closed out, a net change of +6 holders.
  • The largest Roundhill GLP-1 & Weight Loss ETF buyer in Q4 2024 was National Bank of Canada, an estimated $1.8M added.
  • The largest Roundhill GLP-1 & Weight Loss ETF seller in Q4 2024 was Osaic Holdings, an estimated $48K sold.

Based on aggregated 13F filings for Q4 2024.