Roundhill Investments - GLP-1 & Weight Loss ETF
OZEM
NASDAQ Global Market- -
USD
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Capital Structure
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 154 West 14th Street, 2nd Floor New York NY United States of America 10011
- IPO Date
- May 21, 2024
- Website
- roundhillinvestments.com
- Similar Companies
- Business
- Roundhill GLP-1 & Weight Loss ETF (OZEM), a series of Roundhill ETF Trust, is an actively managed exchange-traded fund that provides targeted exposure to companies involved in the development, production, and commercialization of pharmaceutical drugs for weight loss and anti-obesity treatments, including GLP-1 receptor agonists; it invests at least 80% of its net assets in equity securities of such GLP-1 & Weight Loss Companies or derivatives like swap agreements and forward contracts referencing those companies, with holdings selected and weighted based on proprietary keyword screens assessing thematic relevance, market capitalization, and trading volumes, rebalanced quarterly; the fund concentrates more than 25% of its assets in the health care sector, targeting U.S. and non-U.S. small-, mid-, and large-cap issuers across pharmaceuticals and biotechnology segments. Launched on May 21, 2024, and listed on Nasdaq, OZEM operates with a gross expense ratio of 0.59%, options trading availability, and annual distributions, domiciled in the United States under the management of Roundhill Financial Inc. as adviser and Exchange Traded Concepts, LLC as sub-adviser. Headquartered through its sponsor Roundhill Investments in New York and founded in 2018, the ETF serves investors seeking capital appreciation from the burgeoning obesity treatment market, projected by Goldman Sachs Research to reach $100 billion to $130 billion by 2030 amid global obesity rates tripling since 1975. In a recent major development, OZEM commenced trading as the world's first dedicated GLP-1 ETF on May 21, 2024, marking Roundhill Investments' strategic entry into the rapidly expanding weight loss therapeutics sector with no subsequent acquisitions, partnerships, or reorganizations reported as of late 2025.