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XPAY

Roundhill S&P 500 Target 20 Managed Distribution ETF

11 hedge funds and large institutions have $5.41M invested in Roundhill S&P 500 Target 20 Managed Distribution ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more capital invested

Capital invested by funds: $971K → $5.41M (+$4.44M)

120% more funds holding

Funds holding: 511 (+6)

3.18% more ownership

Funds ownership: 1.26%4.44% (+3.2%)

Holders
11
Holders Change
+6
Holders Change %
+120%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
1
Centaurus Financial
California
$2.55M +$2.73M +52,302 New
Jane Street
2
Jane Street
New York
$913K +$279K +5,336 +40%
OMC
3
Old Mission Capital
Illinois
$732K +$784K +14,996 New
E
4
EntreWealth
Texas
$488K +$523K +10,000 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$370K +$397K +7,588 New
PD
6
Planning Directions
Pennsylvania
$281K +$78.6K +1,504 +35%
GWM
7
Geneos Wealth Management
Colorado
$65.4K +$51.2K +980 +272%
UBS Group
8
UBS Group
Switzerland
$8.83K +$9.46K +181 New
FFA
9
Farther Finance Advisors
California
$1.13K
CA
10
Clearstead Advisors
Ohio
$976 +$1.04K +20 New
Wells Fargo
11
Wells Fargo
California
$31 +$52 +1 New

XPAY Hedge Fund Activity: Q1 2026 in Review

11 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) for Q1 2026, worth a combined $5.41M — up 457% from $971K a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XPAY positions and 0 closed out — a net gain of 7 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Centaurus Financial, opening a new position worth an estimated $2.73M.

  • 11 institutional investors held Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) as of Q1 2026, up from 5 in Q4 2025.
  • Funds reported $5.41M of Roundhill S&P 500 Target 20 Managed Distribution ETF stock for Q1 2026, up 457% quarter-over-quarter.
  • 7 funds opened new Roundhill S&P 500 Target 20 Managed Distribution ETF positions in Q1 2026 and 0 closed out, a net change of +7 holders.
  • The largest Roundhill S&P 500 Target 20 Managed Distribution ETF buyer in Q1 2026 was Centaurus Financial, an estimated $2.73M added.

Based on aggregated 13F filings for Q1 2026.