Optimize Strategy Index ETF
OPTZ
3 hedge funds and large institutions have $128M invested in Optimize Strategy Index ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 0 closing their positions.
4,041,230% more capital invested
Capital invested by funds: $3.16K → $128M (+$128M)
200% more funds holding
Funds holding: 1 → 3 (+2)
84.7% more ownership
Funds ownership: 0% → 84.7% (+85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OF
Optimize Financial
Laguna Hills,
California
|
+$138M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$389K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$12.3K |
Top Sellers
OPTZ Hedge Fund Activity: Q1 2025 in Review
3 of the 7,477 institutional investors tracked by Wall St. Rank reported a position in Optimize Strategy Index ETF (OPTZ) for Q1 2025, worth a combined $128M — up 4,041,230% from $3.16K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OPTZ positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Optimize Financial, opening a new position worth an estimated $138M.
- 3 institutional investors held Optimize Strategy Index ETF (OPTZ) as of Q1 2025, up from 1 in Q4 2024.
- Funds reported $128M of Optimize Strategy Index ETF stock for Q1 2025, up 4,041,230% quarter-over-quarter.
- 2 funds opened new Optimize Strategy Index ETF positions in Q1 2025 and 0 closed out, a net change of +2 holders.
- The largest Optimize Strategy Index ETF buyer in Q1 2025 was Optimize Financial, an estimated $138M added.
Based on aggregated 13F filings for Q1 2025.