OZEM
Roundhill GLP-1 & Weight Loss ETFOZEM
OZEM
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
11,013% more call options, than puts
Call options by funds: $889K | Put options by funds: $8K
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
11% more funds holding
Funds holding: 9 [Q2] → 10 (+1) [Q3]
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
7.08% less ownership
Funds ownership: 15.21% [Q2] → 8.13% (-7.08%) [Q3]
18% less capital invested
Capital invested by funds: $4.5M [Q2] → $3.7M (-$795K) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for OZEM.
Financial journalist opinion
Positive
ETF Trends
5 days ago
New Year's Resolutions: Lose Weight & Allocate to GLP-1 ETFs
For many of us, a new year often means a new chance to start fresh in our battle with weight. Thanks to interesting ETF product development, especially in the past year, it could also mean a chance to consider the investment opportunity in weight loss as a theme.
Positive
ETF Trends
3 weeks ago
Disruptive Theme of the Week: 2024's Top Investment Themes & Trends
2024 was an amazing year for investment performance, with the broad market S&P 500 TR Index up over 28%. There were also some serious ETF milestones achieved this year.
Positive
ETF Trends
2 months ago
Disruptive Theme of the Week – Breakthroughs in Medicine
Medical breakthroughs are occurring constantly, but they often get lost in the news headlines unless they directly impact our lives. I wanted to take a moment to highlight a few recent medical breakthroughs and developments and explore a few ways to get actionable exposure to them with ETFs.
Positive
ETF Trends
2 months ago
Disruptive Theme of the Week: Happy Post-Election Themes
With the completion of a close presidential election, roughly half of us are likely disappointed regardless of the winner. To counter the post-election blues, I identified some “happy” ETF themes to consider for investment.
Positive
Zacks Investment Research
4 months ago
Tap the Weight-Loss Drug Market With These ETFs
Investors seeking to tap the boom in weight-loss drug treatment could consider these ETFs.
Neutral
CNBC Television
4 months ago
Mag7, AI and GLP-1: Roundhill CEO on the hottest ETFs to watch
Dave Mazza, Roundhill Investments CEO, joins CNBC's Bob Pisani on “Halftime Report's” “ETF Edge” segment to discuss the firms' three ETFs following the Mag7, AI and GLP-1 themes.
Neutral
ETF Trends
5 months ago
Disruptive Theme of the Week: Playing Defense
When markets correct, it is a good time to revisit which equity market sectors are “defensive” themes. Certain products and services are nondiscretionary in nature that we cannot live without.
Positive
Zacks Investment Research
6 months ago
ETFs in Focus as Competition Heats Up in Weight Loss Drug Segment
Two companies, Eli Lilly (LLY) and Novo Nordisk (NVO), have so far dominated the weight-loss drug market. Now, Roche recently announced encouraging Phase I trial data for its new obesity drug candidate.
Positive
ETF Trends
6 months ago
Top Themes in the First Half of 2024: Crypto, Chips, Ships & Silver
After a torrid risk-on run in the first quarter of 2024, markets cooled off a bit but ended the half still positive with mid-double-digit returns. Technology themes such as cryptocurrency and artificial intelligence helped propel markets higher.
Negative
Investopedia
6 months ago
Why Investors Haven't Feasted on Two New Weight-Loss ETFs
Two new weight-loss exchange-traded funds (ETFs) launched in May have yet to whet investors' appetite, possibly due to their expensive fees and concentrated bets.
Charts implemented using Lightweight Charts™