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Roundhill Investments Surpasses $6 Billion AUM Milestone
Roundhill Investments Surpasses $6 Billion AUM Milestone

Yahoo

time6 days ago

  • Business
  • Yahoo

Roundhill Investments Surpasses $6 Billion AUM Milestone

Roundhill's ETF line-up features 9 ETFs with over $100 million in assets under management NEW YORK, Aug. 13, 2025 /PRNewswire/ -- Roundhill Investments, an ETF sponsor focused on innovative financial products, is proud to announce that the firm has officially surpassed $6 billion in assets under management (AUM). "Meeting this milestone is a testament to our mission of building differentiated ETFs that align with how investors want to allocate today to meet specific objectives and outcomes," said Dave Mazza, CEO of Roundhill Investments. "Crossing the $6 billion mark demonstrates that our approach of putting innovation first continues to resonate." Invest in Gold American Hartford Gold: #1 Precious Metals Dealer in the Nation Thor Metals Group: Best Overall Gold IRA Priority Gold: Up to $15k in Free Silver + Zero Account Fees on Qualifying Purchase Since its founding in 2018, Roundhill has emerged as a go-to provider for self-directed investors, particularly among Millennial and Gen Z audiences. The firm now offers a diverse line-up of more than 30 ETFs, 9 of which are over $100 million in assets. 1 Source: Bloomberg, as of 8/12/2025. About Roundhill InvestmentsFounded in 2018, Roundhill Investments is an SEC-registered investment advisor focused on innovative exchange-traded funds. Roundhill's suite of ETFs aims to offer distinct and differentiated exposures across thematic equity, options income, and trading vehicles. Roundhill offers a depth of ETF knowledge and experience, as the team has collectively launched more than 100+ ETFs including several first-to-market products. For more information, please visit Carefully consider the investment objectives, risks, charges and expenses of Roundhill ETFs before investing. This and other information about each fund is contained in the Prospectus and Summary Prospectus. Please read the prospectus and summary prospectus carefully before investing as it explains the risks associated with investing in the ETFs. Each Fund prospectus can be found on the individual Fund page under SEC registration does not imply a certain level of skill or training These include risks related to investments in small and mid-capitalization companies, which may be more volatile and less liquid due to limited resources or product lines and more sensitive to economic factors. Funds investments may be non-diversified, meaning its assets may be concentrated in fewer individual holdings than a diversified fund and, therefore, more exposed to individual stock volatility than diversified funds. Investments in foreign securities involves social and political instability, market illiquidity, exchange-rate fluctuation, high volatility and limited regulation risks. Emerging markets involve different and greater risks, as they are smaller, less liquid and more volatile than more develop countries. Depositary Receipts involve risks similar to those associated with investments in foreign securities, but may not provide a return that corresponds precisely with that of the underlying shares. All investing involves risk, including possible loss of principal. Please see the prospectus for specific risks related to each fund. Roundhill's funds are distributed by Foreside Fund Services, LLC. View original content to download multimedia: SOURCE Roundhill Investments Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Gimme an S&P 500 ETF, Hold the Dividends
Gimme an S&P 500 ETF, Hold the Dividends

Yahoo

time24-07-2025

  • Business
  • Yahoo

Gimme an S&P 500 ETF, Hold the Dividends

A new ETF is putting the 'end' in 'dividend.' The Roundhill S&P 500 No Dividend Target ETF, which began trading earlier this month, accomplishes that by moving its holdings from one underlying index exchange-traded fund to another, just ahead of dividend payments, intending to avoid them altogether. It's a strategy for investors who don't want the tax consequences of dividends paid out by S&P 500 stocks. 'Prior to and since XDIV's launch, we've received a significant number of inquiries from a wide range of ETF investors, including direct retail, financial intermediaries and institutional investors,' said Dave Mazza, CEO of Roundhill Investments. 'Over the longer term, we believe that institutional investors, particularly non-US investors, will find the greatest value in the benefits of this innovation.' READ ALSO: Why the SEC Delayed In-Kind Redemptions for Crypto ETFs and ETF Wave Hasn't Crested Yet, Tidal Co-Founder Says Axing the Taxing ETFs, already valued for their tax benefits, have seen a few developments recently that extend such perks. For the very wealthy, several companies have rolled out products that take advantage of 351 exchanges, where assets in stocks with years of built-up capital gains can be transferred to ETFs on a tax-deferred basis. The Roundhill fund is different, though, with a focus on minimizing taxable income by sidestepping dividends. Having such a strategy in the already tax-efficient wrapper of an ETF makes sense, said Chris Chen, owner of Insight Financial Strategists. 'Stocks will tend to go down on the ex-dividend date. Therefore it may make sense to sell it before it goes ex-dividend and buy it back right afterwards, after it has gone down,' he said. A few details about the Roundhill S&P 500 No Dividend Target ETF: It is designed to rotate among different S&P 500 ETFs, including the iShares Core S&P 500 ETF (IVV), SPDR S&P 500 ETF Trust (SPY) and Vanguard S&P 500 ETF (VOO). Currently, 99.99% of its assets are in the SPDR Portfolio S&P 500 ETF (SPLG), though it may invest in more than one ETF at a time. It's actively managed, with gross fees at 21.5 basis points, though waivers bring the net expenses down to 8.49 bps. Friends with Dividends: Recent research sponsored by Vanguard found benefits to investing in dividend-paying stocks. Researchers found that 74% of the time, dividend-stock owners reinvest their dividends rather than pocketing the money. Further, such investors tend to stick with dividend-paying stocks because they see the companies as being fiscally responsible. 'Equity income investors enjoy the utilitarian benefits of returns on their funds, but also the expressive and emotional benefits that accompany perceiving the companies whose stocks they hold as more trustworthy and caring,' the authors wrote. This post first appeared on The Daily Upside. To receive exclusive news and analysis of the rapidly evolving ETF landscape, built for advisors and capital allocators, subscribe to our free ETF Upside newsletter. Sign in to access your portfolio

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