Roundhill GLP-1 & Weight Loss ETF (OZEM)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
OZEM Chart
OZEM Vs. THNR: Which Is The Better ETF In The GLP-1 And Weight Loss Space?
I recommend buying the Roundhill GLP-1 & Weight Loss ETF (OZEM) for strategic exposure to the weight loss drug sector. OZEM offers diversified access to leading GLP-1 innovators like Novo Nordisk and Eli Lilly, with a 34x earnings multiple versus Eli Lilly's 45x. AI-driven drug discovery, highlighted by the Nvidia-Eli Lilly partnership, is a major catalyst for sector growth and future upside.
Ozempic, Mounjaro, Wegovy, or Zepbound? This ETF Holds Them All
After a lackluster first half of 2025, healthcare stocks staged a comeback, posting the best performance among the 11 S&P 500 sectors over the past six months.
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.
Roundhill GLP-1 & Weight Loss ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KG Kevin Gray Lodestar Private Asset Management LLC | 10,531 | $249,163 | $321,827.36 | $72,664.36 | 29.16% |
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Roundhill GLP-1 & Weight Loss ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund described focuses on investing in a niche yet growing segment of the healthcare market – GLP-1 & Weight Loss Companies. GLP-1 stands for Glucagon-like peptide-1, a category of drugs used in the treatment of type 2 diabetes and obesity. These drugs stimulate insulin release, suppress appetite, and promote weight loss. The investment strategy of the fund is to allocate at least 80% of its net assets, along with any borrowed funds, directly into the equity securities of companies that develop, produce, or market GLP-1 related products or weight loss solutions. In addition to direct equity investments, the fund may also engage in derivative transactions—such as swap agreements or forward contracts—that have GLP-1 & Weight Loss Companies as the underlying assets. This focused approach indicates a belief in the long-term growth potential of the GLP-1 and weight management healthcare sectors. Despite its concentrated investment philosophy, this non-diversified fund aims to leverage the evolving landscape of healthcare and biotechnology to achieve its financial goals.
Products and Services
The fund's investment portfolio includes:
- Equity Securities: These are shares or stock in GLP-1 & Weight Loss Companies. By investing in these, the fund acquires ownership interests in leading firms within the rapidly growing GLP-1 and weight loss medication sector. This includes companies that are at the forefront of developing innovative treatments for diabetes and obesity, two of the most prevalent health issues globally.
- Derivative Instruments: To potentially enhance returns or hedge against certain risks, the fund engages in derivatives trading. Such instruments include swap agreements or forward contracts that are linked to the performance of GLP-1 & Weight Loss Companies. This allows the fund to gain exposure to the sector's market movements without directly holding stocks, offering flexibility in investment strategies and risk management.
