Roundhill S&P 500 No Dividend Target ETF
XDIV
5 hedge funds and large institutions have $3.01M invested in Roundhill S&P 500 No Dividend Target ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
272% more capital invested
Capital invested by funds: $809K → $3.01M (+$2.2M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
4.15% more ownership
Funds ownership: 7.91% → 12.06% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIC
Joel Isaacson & Co
New York
|
+$1.61M |
| 2 |
Jane Street
New York
|
+$541K |
| 3 |
CW
Code Waechter
Tampa,
Florida
|
+$157K |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$50.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$17.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$221K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIC
1
Joel Isaacson & Co
New York
| $1.63M | +$1.61M | +58,694 | New |
|
|
2
Jane Street
New York
| $942K | +$541K | +19,750 | +139% |
|
|
CW
3
Code Waechter
Tampa,
Florida
| $367K | +$157K | +5,728 | +76% |
|
|
AAP
4
Arax Advisory Partners
Denver,
Colorado
| $51.2K | +$50.5K | +1,844 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $22.2K | +$17.8K | +650 | +433% |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| – | -$221K | -8,214 | Closed |
|
XDIV Hedge Fund Activity: Q4 2025 in Review
5 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Roundhill S&P 500 No Dividend Target ETF (XDIV) for Q4 2025, worth a combined $3.01M — up 272% from $809K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XDIV positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Joel Isaacson & Co, opening a new position worth an estimated $1.61M. The largest seller was Old Mission Capital, exiting entirely with an estimated $221K sold.
- 5 institutional investors held Roundhill S&P 500 No Dividend Target ETF (XDIV) as of Q4 2025, up from 4 in Q3 2025.
- Funds reported $3.01M of Roundhill S&P 500 No Dividend Target ETF stock for Q4 2025, up 272% quarter-over-quarter.
- 2 funds opened new Roundhill S&P 500 No Dividend Target ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
- The largest Roundhill S&P 500 No Dividend Target ETF buyer in Q4 2025 was Joel Isaacson & Co, an estimated $1.61M added.
- The largest Roundhill S&P 500 No Dividend Target ETF seller in Q4 2025 was Old Mission Capital, an estimated $221K sold.
Based on aggregated 13F filings for Q4 2025.