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OZEM

Roundhill GLP-1 & Weight Loss ETF
OZEM

15 hedge funds and large institutions have $7.32M invested in Roundhill GLP-1 & Weight Loss ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

40% more capital invested

Capital invested by funds: $5.22M → $7.32M (+$2.1M)

25% more funds holding

Funds holding: 12 → 15 (+3)

5.59% more ownership

Funds ownership: 15.7% → 21.29% (+5.6%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $348K

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
1
Closed
2
Calls
–
Puts
$348K
Net Calls
-$348K
Net Calls Change
-$116K

Top Buyers

Rank Fund Capital Flow
1
OFA
Oak Family Advisors
Illinois
+$740K
2
Jane Street
Jane Street
New York
+$582K
3
UBS Group
UBS Group
Switzerland
+$257K
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$124K
5
Simplex Trading
Simplex Trading
Illinois
+$80K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$253K
2
MYIA
Mount Yale Investment Advisors
Colorado
-$5.72K
3
Osaic Holdings
Osaic Holdings
Arizona
-$4.76K
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$2.29M +$124K +4,808 +6%
OFA
2
Oak Family Advisors
Illinois
$2.2M +$740K +28,735 +55%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.06M +$42.9K +1,667 +4%
Jane Street
4
Jane Street
New York
$618K +$582K +22,614 New
UBS Group
5
UBS Group
Switzerland
$410K +$257K +9,974 +198%
LPAM
6
Lodestar Private Asset Management
California
$288K – – –
RZH
7
Relyea Zuckerberg Hanson
Connecticut
$275K – – –
Simplex Trading
8
Simplex Trading
Illinois
$84K +$80K +3,108 New
Osaic Holdings
9
Osaic Holdings
Arizona
$32.8K -$4.76K -185 -13%
Morgan Stanley
10
Morgan Stanley
New York
$28.4K – – –
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$13.7K +$12.9K +500 New
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
MG
13
Mather Group
Illinois
$2.19K +$2.06K +80 New
PWA
14
Physician Wealth Advisors
Utah
$1.09K – – –
PA
15
Parallel Advisors
California
$273 +$257 +10 New
FFA
16
Farther Finance Advisors
California
$1 – – –
FTUS
17
Flow Traders U.S.
New York
– -$253K -10,024 Closed
MYIA
18
Mount Yale Investment Advisors
Colorado
– -$5.72K -227 Closed

OZEM Hedge Fund Activity: Q3 2025 in Review

15 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Roundhill GLP-1 & Weight Loss ETF (OZEM) for Q3 2025, worth a combined $7.32M — up 40% from $5.22M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OZEM positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Oak Family Advisors, adding an estimated $740K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $253K sold.

  • 15 institutional investors held Roundhill GLP-1 & Weight Loss ETF (OZEM) as of Q3 2025, up from 12 in Q2 2025.
  • Funds reported $7.32M of Roundhill GLP-1 & Weight Loss ETF stock for Q3 2025, up 40% quarter-over-quarter.
  • 5 funds opened new Roundhill GLP-1 & Weight Loss ETF positions in Q3 2025 and 2 closed out, a net change of +3 holders.
  • The largest Roundhill GLP-1 & Weight Loss ETF buyer in Q3 2025 was Oak Family Advisors, an estimated $740K added.
  • The largest Roundhill GLP-1 & Weight Loss ETF seller in Q3 2025 was Flow Traders U.S., an estimated $253K sold.

Based on aggregated 13F filings for Q3 2025.