Roundhill Investments

Thank you Nasdaq for helping us celebrate this milestone! We are honored to be recognized at this year’s ETF Express US Awards for “Best Active ETF Issuer ($100m-$1bn)”, “Best US Equity ETF Issuer ($100m-$1bn)”, and “Best Next Generation Internet ETF Issuer ($100m+).”🏆 https://lnkd.in/eDG7SRAb

Following the approval of spot bitcoin ETF options, the Roundhill Bitcoin Covered Call ETF (YBTC) will now trade options on spot bitcoin ETFs to implement its investment strategy.   Additionally, the Fund has announced a change in its distribution calendar, and now intends to provide weekly distributions to shareholders starting in January 2025. Learn more: https://lnkd.in/dKdHZHuG

We are pleased to announce that the Roundhill suite of 0DTE covered call ETFs, including the Roundhill S&P 500® 0DTE Covered Call Strategy ETF (XDTE), the Roundhill Innovation-100 0DTE Covered Call Strategy ETF (QDTE), and the Roundhill Small Cap 0DTE Covered Call Strategy ETF (RDTE), have surpassed $1 billion in combined assets under management (AUM). In addition to providing weekly distributions, the suite has delivered strong total returns for shareholders. We believe this performance has been attributable to several factors, including the “night effect” captured via uncapped overnight market exposure, a unique feature of the suite when compared against other covered call strategies in the marketplace.

We are pleased to announce that Roundhill has surpassed $3 billion in assets under management (AUM). Thank you to all of our partners and investors for helping us achieve this milestone.

The China Dragons—Tencent, PDD Holdings, Alibaba, Meituan, BYD, Xiaomi, JD. com, Baidu, and NetEase—just wrapped up a pivotal earnings season. The Dragons delivered earnings beats across 5 out of 9 names. With Chinese stimulus measures underway, investors continue to look for signs of recovery across the Dragons. Looking for precise exposure to China’s top market players? Consider the Roundhill China Dragons ETF (DRAG). For more details, including current holdings and access to a full prospectus, visit: https://lnkd.in/e-V5Pj5R

NVIDIA reported results after the close yesterday to wrap up earnings for the Magnificent Seven stocks.  On average, the Magnificent Seven beat earnings estimates by 6.9%. Results were positive with 6/7 beating earnings per share expectations. While some were pointing to the Magnificent Seven stocks as having run their course, these results continue to point to the Magnificent Seven stocks as combining offense and defense in an uncertain economic environment. While almost 75% of S&P 500 stocks have beat EPS estimates and 53% have beat top line expectations, earnings surprise rates declined sharply in the most recent quarter causing some investors to question the robustness of recent results. With 94.4% of companies having reported, the Magnificent Seven are expected to see net income growth of ~30% compared to the rest of the S&P 493’s estimated net income growth rate of ~3.6%. Looking for Magnificent Seven Exposure? Consider the Roundhill Magnificent Seven ETF (MAGS). Learn more: https://lnkd.in/ecmrVQTw

Curious about Target Managed Distribution ETFs? Learn how XPAY seeks to target monthly distributions and equity exposure in our latest breakdown. https://lnkd.in/enwrWsUD

We are pleased to announce that the Roundhill Magnificent Seven ETF (MAGS) has surpassed $1 billion in AUM. MAGS is the only ETF offering precise exposure to the Magnificent Seven stocks – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla. The Magnificent Seven stocks have performed exceptionally well due to their strong market leadership, continuous innovation in emerging technologies like AI, and robust financial performance, which have driven significant investor confidence and growth. Learn more about the MAGS ETF: https://lnkd.in/ecmrVQTw

We are pleased to announce the launch of the Roundhill S&P 500® Target 20 Managed Distribution ETF (XPAY) on NYSE Arca today. XPAY is designed to offer investors the potential for monthly return of capital distributions while providing exposure to the S&P 500. XPAY is specifically designed to meet the needs of income-oriented investors. By providing exposure to the S&P 500, the fund may serve as an alternative for financial advisors and investors who otherwise may opt to sell equity holdings, and therefore incur capital gains, to meet their monthly financial needs.  XPAY aims to provide shareholders with monthly distribution payments at an annualized rate of 20%. The fund seeks to target 100% return of capital distributions, which may be beneficial for tax planning purposes when compared to capital gains or dividend income, as return of capital distributions are not taxable in the year in which they are received. Learn more:  https://lnkd.in/e5mb5hBp

Roundhill Investments is honored to have been recognized at the 2024 ETF Express US Awards. 🏆 Best Active ETF Issuer ($100m-$1bn) 🏆 Best US Equity ETF Issuer ($100m-$1bn) 🏆 Best Next Generation Internet ETF Issuer ($100m+) Thank you to ETF Express, and to all of our shareholders and partners for making this possible.