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OPTZ

Optimize Strategy Index ETF
OPTZ

1 hedge funds and large institutions have $304K invested in Optimize Strategy Index ETF in 2025 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 0.12% → 0.15% (+0.03%)

16% less capital invested

Capital invested by funds: $362K → $304K (-$57.9K)

50% less funds holding

Funds holding: 2 → 1 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
1
Holders Change
-1
Holders Change %
-50%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$61.5K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$304K +$61.5K +1,734 +26%
UBS Group
2
UBS Group
Switzerland
– -$125K -3,554 Closed

OPTZ Hedge Fund Activity: Q4 2025 in Review

1 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in Optimize Strategy Index ETF (OPTZ) for Q4 2025, worth a combined $304K — down 16% from $362K a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of OPTZ and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.

The largest buyer was Citadel Advisors, adding an estimated $61.5K. The largest seller was UBS Group, exiting entirely with an estimated $125K sold.

  • 1 institutional investor held Optimize Strategy Index ETF (OPTZ) as of Q4 2025, down from 2 in Q3 2025.
  • Funds reported $304K of Optimize Strategy Index ETF stock for Q4 2025, down 16% quarter-over-quarter.
  • 0 funds opened new Optimize Strategy Index ETF positions in Q4 2025 and 1 closed out, a net change of -1 holder.
  • The largest Optimize Strategy Index ETF buyer in Q4 2025 was Citadel Advisors, an estimated $61.5K added.
  • The largest Optimize Strategy Index ETF seller in Q4 2025 was UBS Group, an estimated $125K sold.

Based on aggregated 13F filings for Q4 2025.