Roundhill GLP-1 & Weight Loss ETF
OZEM
15 hedge funds and large institutions have $7.77M invested in Roundhill GLP-1 & Weight Loss ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 4 closing their positions.
6% more capital invested
Capital invested by funds: $7.32M → $7.77M (+$450K)
0% more funds holding
Funds holding: 15 → 15 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
3.78% less ownership
Funds ownership: 21.29% → 17.51% (-3.8%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$357K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$62.4K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.49K |
| 4 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
+$4.24K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFA
Oak Family Advisors
Chicago,
Illinois
|
-$719K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$303K |
| 3 |
RZH
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
-$275K |
| 4 |
Jane Street
New York
|
-$166K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$100K |
OZEM Hedge Fund Activity: Q4 2025 in Review
15 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Roundhill GLP-1 & Weight Loss ETF (OZEM) for Q4 2025, worth a combined $7.77M — up 6.1% from $7.32M a quarter earlier.
Fund positioning in OZEM was balanced in Q4 2025: 4 funds opened new positions, 4 closed out, 2 added to existing stakes and 4 trimmed.
The largest buyer was National Bank of Canada, adding an estimated $357K. The largest seller was Oak Family Advisors, cutting an estimated $719K.
- 15 institutional investors held Roundhill GLP-1 & Weight Loss ETF (OZEM) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $7.77M of Roundhill GLP-1 & Weight Loss ETF stock for Q4 2025, up 6.1% quarter-over-quarter.
- 4 funds opened new Roundhill GLP-1 & Weight Loss ETF positions in Q4 2025 and 4 closed out, a net change of 0 holders.
- The largest Roundhill GLP-1 & Weight Loss ETF buyer in Q4 2025 was National Bank of Canada, an estimated $357K added.
- The largest Roundhill GLP-1 & Weight Loss ETF seller in Q4 2025 was Oak Family Advisors, an estimated $719K sold.
Based on aggregated 13F filings for Q4 2025.