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OPTZ

Optimize Strategy Index ETF
OPTZ

1 hedge funds and large institutions have $19.6K invested in Optimize Strategy Index ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.14% less ownership

Funds ownership: 0.15% → 0.01% (-0.14%)

94% less capital invested

Capital invested by funds: $304K → $19.6K (-$284K)

Holders
1
Holders Change
–
Holders Change %
0%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$20.3K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$19.6K +$20.3K +542 New
Citadel Advisors
2
Citadel Advisors
Florida
– -$304K -8,437 Closed

OPTZ Hedge Fund Activity: Q1 2026 in Review

1 of the 8,169 institutional investors tracked by Wall St. Rank reported a position in Optimize Strategy Index ETF (OPTZ) for Q1 2026, worth a combined $19.6K — down 94% from $304K a quarter earlier.

Fund positioning in OPTZ was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $20.3K. The largest seller was Citadel Advisors, exiting entirely with an estimated $304K sold.

  • 1 institutional investor held Optimize Strategy Index ETF (OPTZ) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $19.6K of Optimize Strategy Index ETF stock for Q1 2026, down 94% quarter-over-quarter.
  • 1 fund opened new Optimize Strategy Index ETF positions in Q1 2026 and 1 closed out, a net change of 0 holders.
  • The largest Optimize Strategy Index ETF buyer in Q1 2026 was UBS Group, an estimated $20.3K added.
  • The largest Optimize Strategy Index ETF seller in Q1 2026 was Citadel Advisors, an estimated $304K sold.

Based on aggregated 13F filings for Q1 2026.