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OZEM

Roundhill GLP-1 & Weight Loss ETF

25 hedge funds and large institutions have $10.7M invested in Roundhill GLP-1 & Weight Loss ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

67% more funds holding

Funds holding: 1525 (+10)

38% more capital invested

Capital invested by funds: $7.77M → $10.7M (+$2.94M)

3.17% more ownership

Funds ownership: 17.51%20.68% (+3.2%)

Holders
25
Holders Change
+10
Holders Change %
+66.67%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
6
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.6M +$2.24M +66,125 +383%
AFO
2
Arrowroot Family Office
California
$1.22M +$1.32M +39,051 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.12M +$4.82K +142 +0.4%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.06M +$1.15M +33,929 New
OFA
5
Oak Family Advisors
Illinois
$878K -$999K -29,464 -51%
FTUS
6
Flow Traders U.S.
New York
$642K +$698K +20,567 New
OMC
7
Old Mission Capital
Illinois
$577K +$628K +18,503 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$574K +$624K +18,402 New
PS
9
Principal Securities
Iowa
$558K +$606K +17,872 New
Osaic Holdings
10
Osaic Holdings
Arizona
$461K +$457K +13,485 +1,048%
LPAM
11
Lodestar Private Asset Management
California
$329K
UBS Group
12
UBS Group
Switzerland
$285K +$131K +3,862 +73%
GS
13
GTS Securities
New York
$215K +$234K +6,892 New
National Bank of Canada
14
National Bank of Canada
Quebec, Canada
$81.6K -$3.15M -92,967 -97%
Morgan Stanley
15
Morgan Stanley
New York
$48K +$17K +500 +48%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$15.6K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$15.6K +$6.68K +197 +65%
FFA
18
Farther Finance Advisors
California
$9.09K +$9.67K +285 New
Simplex Trading
19
Simplex Trading
Illinois
$6.74K +$7.33K +216 New
AF
20
Allworth Financial
California
$4.24K +$4.61K +136 New
HCM
21
Hollencrest Capital Management
California
$4.24K
AF
22
Advisornet Financial
Minnesota
$2.65K +$2.88K +85 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2K -$5.43K -160 -67%
PWA
24
Physician Wealth Advisors
Utah
$1.25K
LFG
25
Larson Financial Group
Missouri
$312 +$339 +10 New

OZEM Hedge Fund Activity: Q1 2026 in Review

25 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Roundhill GLP-1 & Weight Loss ETF (OZEM) for Q1 2026, worth a combined $10.7M — up 38% from $7.77M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OZEM positions and 2 closed out — a net gain of 10 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, adding an estimated $2.24M. The largest seller was National Bank of Canada, cutting an estimated $3.15M.

  • 25 institutional investors held Roundhill GLP-1 & Weight Loss ETF (OZEM) as of Q1 2026, up from 15 in Q4 2025.
  • Funds reported $10.7M of Roundhill GLP-1 & Weight Loss ETF stock for Q1 2026, up 38% quarter-over-quarter.
  • 12 funds opened new Roundhill GLP-1 & Weight Loss ETF positions in Q1 2026 and 2 closed out, a net change of +10 holders.
  • The largest Roundhill GLP-1 & Weight Loss ETF buyer in Q1 2026 was Jane Street, an estimated $2.24M added.
  • The largest Roundhill GLP-1 & Weight Loss ETF seller in Q1 2026 was National Bank of Canada, an estimated $3.15M sold.

Based on aggregated 13F filings for Q1 2026.