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Roundhill Bitcoin Covered Call Strategy ETF

19 hedge funds and large institutions have $23.5M invested in Roundhill Bitcoin Covered Call Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

36% more funds holding

Funds holding: 1419 (+5)

3.53% more ownership

Funds ownership: 7.42%10.95% (+3.5%)

3% less capital invested

Capital invested by funds: $24.1M → $23.5M (-$656K)

5% less call options, than puts

Call options by funds: $438K | Put options by funds: $461K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
6
Reduced
3
Closed
4
Calls
$438K
Puts
$461K
Net Calls
-$23K
Net Calls Change
+$313K
Name Holding Trade Value Shares
Change
Change in
Stake
MW
1
Melia Wealth
Oklahoma
$11.8M +$973K +27,489 +7%
BAM
2
Belpointe Asset Management
Nevada
$4.79M +$5.95M +168,201 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.61M +$2M +56,475 New
KAS
4
Kestra Advisory Services
Texas
$1.3M -$635K -17,930 -28%
BIG
5
Brookwood Investment Group
Arizona
$987K +$1.23M +34,704 New
IMC Chicago
6
IMC Chicago
Illinois
$863K +$1.07M +30,320 New
OMC
7
Old Mission Capital
Illinois
$766K -$40K -1,131 -4%
CA
8
Claro Advisors
Massachusetts
$457K -$132K -3,726 -19%
Belvedere Trading
9
Belvedere Trading
Illinois
$365K +$182K +5,131 +67%
NA
10
NewEdge Advisors
Louisiana
$325K +$9.49K +268 +2%
Simplex Trading
11
Simplex Trading
Illinois
$92.3K +$115K +3,245 New
AF
12
Allworth Financial
California
$72.5K +$9.77K +276 +12%
SS
13
Sunbelt Securities
Texas
$27.3K +$34K +961 New
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.85K +$3.54K +100 New
SIS
15
Sound Income Strategies
Florida
$1.54K
EPG
16
Estate Planners Group
Pennsylvania
$1.46K +$1.81K +51 New
S
17
SignatureFD
Georgia
$1.06K +$142 +4 +12%
LFA
18
LGT Financial Advisors
Texas
$560 +$212 +6 +43%
IAIM
19
International Assets Investment Management
Florida
$28 +$35 +1 New
Citadel Advisors
20
Citadel Advisors
Florida
-$566K -15,989 Closed
PPA
21
Painted Porch Advisors
California
-$75.5K -1,686 Closed
UIA
22
Ulland Investment Advisors
Minnesota
-$17K -389 Closed
TRCT
23
Tower Research Capital (TRC)
New York
-$7.57K -169 Closed

YBTC Hedge Fund Activity: Q4 2025 in Review

19 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Roundhill Bitcoin Covered Call Strategy ETF (YBTC) for Q4 2025, worth a combined $23.5M — down 2.7% from $24.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new YBTC positions and 4 closed out — a net gain of 5 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Belpointe Asset Management, opening a new position worth an estimated $5.95M. The largest seller was Kestra Advisory Services, cutting an estimated $635K.

  • 19 institutional investors held Roundhill Bitcoin Covered Call Strategy ETF (YBTC) as of Q4 2025, up from 14 in Q3 2025.
  • Funds reported $23.5M of Roundhill Bitcoin Covered Call Strategy ETF stock for Q4 2025, down 2.7% quarter-over-quarter.
  • 9 funds opened new Roundhill Bitcoin Covered Call Strategy ETF positions in Q4 2025 and 4 closed out, a net change of +5 holders.
  • The largest Roundhill Bitcoin Covered Call Strategy ETF buyer in Q4 2025 was Belpointe Asset Management, an estimated $5.95M added.
  • The largest Roundhill Bitcoin Covered Call Strategy ETF seller in Q4 2025 was Kestra Advisory Services, an estimated $635K sold.

Based on aggregated 13F filings for Q4 2025.