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Roundhill S&P 500 0DTE Covered Call Strategy ETF

32 hedge funds and large institutions have $15.5M invested in Roundhill S&P 500 0DTE Covered Call Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

36% more capital invested

Capital invested by funds: $11.4M → $15.5M (+$4.07M)

10% more funds holding

Funds holding: 2932 (+3)

2.23% more ownership

Funds ownership: 3.08%5.31% (+2.2%)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1
Proficio Capital Partners
Massachusetts
$5.31M +$3.14M +80,410 +125%
CF
2
Centaurus Financial
California
$3.14M +$97.6K +2,500 +3%
MG
3
Mather Group
Illinois
$1.32M +$1.4M +35,889 New
RA
4
RFG Advisory
Alabama
$1.15M +$18.1K +463 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.1M -$7.96K -204 -0.7%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$578K +$46.1K +1,180 +8%
BCWM
7
Bartlett & Co Wealth Management
Ohio
$412K
NW
8
NewEdge Wealth
Pennsylvania
$353K +$376K +9,620 New
HF
9
HRT Financial
New York
$334K -$104K -2,656 -23%
QC
10
Quadrature Capital
United Kingdom
$319K +$340K +8,700 New
CWA
11
Cura Wealth Advisors
Illinois
$317K
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$279K
SYBT
13
Stock Yards Bank & Trust
Kentucky
$246K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$246K +$44.5K +1,140 +21%
SFG
15
Strive Financial Group
Indiana
$122K -$13.5K -345 -9%
Simplex Trading
16
Simplex Trading
Illinois
$79.1K +$69.9K +1,790 +490%
AF
17
Allworth Financial
California
$64.4K +$6.05K +155 +10%
ACM
18
Anfield Capital Management
California
$40.6K
BlackRock
19
BlackRock
New York
$33.3K
CFSG
20
Community Financial Services Group
Vermont
$21K +$22.2K +568 New
Osaic Holdings
21
Osaic Holdings
Arizona
$18.7K -$8.71K -223 -31%
HI
22
Harbour Investments
Wisconsin
$11.8K +$1.09K +28 +10%
CA
23
CoreCap Advisors
Michigan
$6.03K +$1.09K +28 +21%
ASN
24
Advisory Services Network
Georgia
$4.96K +$5.27K +135 New
RFP
25
Root Financial Partners
California
$1.03K +$1.09K +28 New

XDTE Hedge Fund Activity: Q1 2026 in Review

32 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) for Q1 2026, worth a combined $15.5M — up 36% from $11.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XDTE positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Proficio Capital Partners, adding an estimated $3.14M. The largest seller was HRT Financial, cutting an estimated $104K.

  • 32 institutional investors held Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) as of Q1 2026, up from 29 in Q4 2025.
  • Funds reported $15.5M of Roundhill S&P 500 0DTE Covered Call Strategy ETF stock for Q1 2026, up 36% quarter-over-quarter.
  • 8 funds opened new Roundhill S&P 500 0DTE Covered Call Strategy ETF positions in Q1 2026 and 3 closed out, a net change of +5 holders.
  • The largest Roundhill S&P 500 0DTE Covered Call Strategy ETF buyer in Q1 2026 was Proficio Capital Partners, an estimated $3.14M added.
  • The largest Roundhill S&P 500 0DTE Covered Call Strategy ETF seller in Q1 2026 was HRT Financial, an estimated $104K sold.

Based on aggregated 13F filings for Q1 2026.