GPTY

YieldMax AI & Tech Portfolio Option Income ETF
GPTY

5 hedge funds and large institutions have $1.44M invested in YieldMax AI & Tech Portfolio Option Income ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 6 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding: →

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
5
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$929K
2
+$238K
3
+$25.1K
4
AWM
AE Wealth Management
Kansas
+$12.8K

Top Sellers

1
-$261K
2
-$253K
3
-$217K
4
UBS Group
UBS Group
Switzerland
-$3.09K
5
OWP
ORG Wealth Partners
Texas
-$1.43K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$865K
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$290K
HF
3
HRT Financial
New York
$221K
WWA
4
Wealth Watch Advisors
Colorado
$56.8K
AWM
5
AE Wealth Management
Kansas
$12K
Wells Fargo
6
Wells Fargo
California
$10
AFP
7
Ausdal Financial Partners
Iowa
–
ZI
8
ZEGA Investments
Florida
–
UBS Group
9
UBS Group
Switzerland
–
OWP
10
ORG Wealth Partners
Texas
–
Fidelity Investments
11
Fidelity Investments
Massachusetts
–