OZEM

Roundhill GLP-1 & Weight Loss ETF
OZEM

Overview Fund Activity

15 hedge funds and large institutions have $7.83M invested in Roundhill GLP-1 & Weight Loss ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
1
Closed
5
Calls
–
Puts
$331K
Net Calls
-$331K
Net Calls Change
-$304K

Top Buyers

1
OMC
Old Mission Capital
Illinois
$1.27M
2
LPAM
Lodestar Private Asset Management
California
$249K
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.79M
4
Jane Street
Jane Street
New York
$1.74M
5
UBS Group
UBS Group
Switzerland
$138K

Top Sellers

1
CCM
Cox Capital Management
Massachusetts
$0
2
RZH
Relyea Zuckerberg Hanson
Connecticut
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$422K
4
EFG
Embree Financial Group
Illinois
$0
5
NWWA
New Wave Wealth Advisors
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$1.79M +$210K +8,915 +13%
Jane Street
2
Jane Street
New York
$1.74M +$203K +8,579 +13%
OMC
3
Old Mission Capital
Illinois
$1.27M +$354K +14,981 +39%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$887K +$15.8K +668 +2%
Citadel Advisors
5
Citadel Advisors
Florida
$790K +$62.9K +2,659 +9%
FTUS
6
Flow Traders U.S.
New York
$492K +$75.6K +3,194 +18%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$422K -$267K -11,303 -39%
LPAM
8
Lodestar Private Asset Management
California
$249K +$249K +10,531 New
UBS Group
9
UBS Group
Switzerland
$138K +$136K +5,762 +11,298%
Morgan Stanley
10
Morgan Stanley
New York
$24.6K – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$10.8K – – –
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +303 New
Simplex Trading
13
Simplex Trading
Illinois
$4K +$4K +207 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$2.89K +$2.89K +122 New
PWA
15
Physician Wealth Advisors
Utah
$947 – – –
FFA
16
Farther Finance Advisors
California
$1 -$341 -14 Closed
CCM
17
Cox Capital Management
Massachusetts
– -$933K -38,303 Closed
RZH
18
Relyea Zuckerberg Hanson
Connecticut
– -$276K -11,343 Closed
EFG
19
Embree Financial Group
Illinois
– -$265K -10,874 Closed
NWWA
20
New Wave Wealth Advisors
Arkansas
– -$7.04K -289 Closed