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Roundhill Bitcoin Covered Call Strategy ETF

17 hedge funds and large institutions have $16.7M invested in Roundhill Bitcoin Covered Call Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $274K | Put options by funds: $246K

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

0.35% less ownership

Funds ownership: 10.95%10.6% (-0.35%)

11% less funds holding

Funds holding: 1917 (-2)

29% less capital invested

Capital invested by funds: $23.5M → $16.7M (-$6.74M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
5
Reduced
5
Closed
5
Calls
$274K
Puts
$246K
Net Calls
+$28K
Net Calls Change
+$51K
Name Holding Trade Value Shares
Change
Change in
Stake
MW
1
Melia Wealth
Oklahoma
$12.7M +$4.46M +185,939 +45%
BAM
2
Belpointe Asset Management
Nevada
$1.86M -$1.91M -79,700 -47%
OMC
3
Old Mission Capital
Illinois
$817K +$285K +11,875 +44%
CA
4
Claro Advisors
Massachusetts
$307K -$35.2K -1,467 -9%
KAS
5
Kestra Advisory Services
Texas
$288K -$766K -31,929 -70%
NA
6
NewEdge Advisors
Louisiana
$250K +$10.9K +454 +4%
Citadel Advisors
7
Citadel Advisors
Florida
$209K +$238K +9,935 New
Belvedere Trading
8
Belvedere Trading
Illinois
$175K -$108K -4,522 -35%
AF
9
Allworth Financial
California
$61.5K +$8.87K +370 +15%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$48.4K +$55.2K +2,300 New
Simplex Trading
11
Simplex Trading
Illinois
$36.9K -$35.8K -1,492 -46%
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.11K
SIS
13
Sound Income Strategies
Florida
$1.07K
S
14
SignatureFD
Georgia
$914 +$144 +6 +16%
LFA
15
LGT Financial Advisors
Texas
$414
Morgan Stanley
16
Morgan Stanley
New York
$28 +$24 +1 New
IAIM
17
International Assets Investment Management
Florida
$21
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$1.61M -56,475 Closed
BIG
19
Brookwood Investment Group
Arizona
-$987K -34,704 Closed
IMC Chicago
20
IMC Chicago
Illinois
-$863K -30,320 Closed
SS
21
Sunbelt Securities
Texas
-$27.3K -961 Closed
EPG
22
Estate Planners Group
Pennsylvania
-$1.46K -51 Closed

YBTC Hedge Fund Activity: Q1 2026 in Review

17 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Roundhill Bitcoin Covered Call Strategy ETF (YBTC) for Q1 2026, worth a combined $16.7M — down 29% from $23.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of YBTC and 3 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Melia Wealth, adding an estimated $4.46M. The largest seller was Belpointe Asset Management, cutting an estimated $1.91M.

  • 17 institutional investors held Roundhill Bitcoin Covered Call Strategy ETF (YBTC) as of Q1 2026, down from 19 in Q4 2025.
  • Funds reported $16.7M of Roundhill Bitcoin Covered Call Strategy ETF stock for Q1 2026, down 29% quarter-over-quarter.
  • 3 funds opened new Roundhill Bitcoin Covered Call Strategy ETF positions in Q1 2026 and 5 closed out, a net change of -2 holders.
  • The largest Roundhill Bitcoin Covered Call Strategy ETF buyer in Q1 2026 was Melia Wealth, an estimated $4.46M added.
  • The largest Roundhill Bitcoin Covered Call Strategy ETF seller in Q1 2026 was Belpointe Asset Management, an estimated $1.91M sold.

Based on aggregated 13F filings for Q1 2026.