#United States #New York #Generative AI #Roundhill Investments #ETF sponsor

Roundhill Investments Achieves $10 Billion AUM Milestone

In a remarkable advancement within the financial sector, Roundhill Investments, a sponsor specializing in innovative Exchange-Traded Funds (ETFs), has announced the surpassing of $10 billion in assets under management (AUM). This milestone reflects not only the firm's prudent investment strategies but also an increased investor interest in widely diversified financial products.

New York-based Roundhill Investments has seen its year-to-date inflows exceed $5.50 billion, positioning it among the top ETF issuers across the United States based on net new assets for this year. With AUM more than doubling since 2024, this notable progress underscores an accelerated trajectory in the company’s growth.

Several key initiatives have driven this momentum, including notable products like the Roundhill Magnificent Seven ETF (MAGS) and the Generative AI Technology ETF (CHAT). Additionally, the expansion of its WeeklyPay™ ETF suite highlights Roundhill's commitment to innovation while responding to the modern investor's demand for unique income and growth strategies.

In comments regarding this significant achievement, Dave Mazza, the Chief Executive Officer at Roundhill Investments, expressed, "Crossing $10 billion in AUM is an incredible milestone for our team, but it's only the beginning. Roundhill was built to challenge the traditional ETF playbook, and we're proud that investors have responded to that approach. As we continue to expand our lineup across both thematic and income-focused ETFs, our focus remains on delivering innovative, high-conviction products that connect with today's investors."

Will Hershey, co-founder of Roundhill Investments, emphasized the company’s pioneering mission, noting, "We founded Roundhill eight years ago with a vision to disrupt the ETF industry by doing things differently, from how we innovate on products to how we reach investors. Under Dave's leadership, that vision has only accelerated, helping establish Roundhill as one of the fastest-growing ETF issuers in the U.S."

Founded in 2018, Roundhill Investments operates as a U.S. SEC-registered investment advisor concentrating on forward-thinking ETFs that offer distinct and differentiated exposures across various investment themes, options income, and trading vehicles. The firm prides itself on its ETF knowledge and expertise, having collectively launched over 100 ETFs, including various industry-first products.

Investors are encouraged to conduct thorough research before making investment decisions, taking into consideration the investment objectives, risks, and fees associated with Roundhill’s ETFs. Information regarding these funds can be found in the respective Fund pages available at Roundhill Investments.

In conclusion, Roundhill Investments' successful crossing of the $10 billion AUM mark signifies a turning point not just for the firm, but also serves as a broader signal of investor confidence in innovative and diversified investment vehicles available in today’s financial landscape. As Roundhill continues to expand its offerings, the financial community watches closely to see how this burgeoning firm will further shape the ETF market.