Optimize Strategy Index ETF
OPTZ
2 hedge funds and large institutions have $362K invested in Optimize Strategy Index ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
1.04% less ownership
Funds ownership: 1.16% → 0.12% (-1%)
50% less funds holding
Funds holding: 4 → 2 (-2)
82% less capital invested
Capital invested by funds: $1.98M → $362K (-$1.62M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.81K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$861K |
| 2 |
Jane Street
New York
|
-$755K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$59K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $237K | -$59K | -1,781 | -21% |
|
|
2
UBS Group
Zurich,
Switzerland
| $125K | +$3.81K | +115 | +3% |
|
|
3
Wolverine Trading
Chicago,
Illinois
| – | -$861K | -28,425 | Closed |
|
|
4
Jane Street
New York
| – | -$755K | -24,416 | Closed |
|
OPTZ Hedge Fund Activity: Q3 2025 in Review
2 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Optimize Strategy Index ETF (OPTZ) for Q3 2025, worth a combined $362K — down 82% from $1.98M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of OPTZ and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was UBS Group, adding an estimated $3.81K. The largest seller was Wolverine Trading, exiting entirely with an estimated $861K sold.
- 2 institutional investors held Optimize Strategy Index ETF (OPTZ) as of Q3 2025, down from 4 in Q2 2025.
- Funds reported $362K of Optimize Strategy Index ETF stock for Q3 2025, down 82% quarter-over-quarter.
- 0 funds opened new Optimize Strategy Index ETF positions in Q3 2025 and 2 closed out, a net change of -2 holders.
- The largest Optimize Strategy Index ETF buyer in Q3 2025 was UBS Group, an estimated $3.81K added.
- The largest Optimize Strategy Index ETF seller in Q3 2025 was Wolverine Trading, an estimated $861K sold.
Based on aggregated 13F filings for Q3 2025.