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YieldMax Ultra Option Income Strategy ETF
ULTY

99 hedge funds and large institutions have $39.2M invested in YieldMax Ultra Option Income Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 11

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

136% more funds holding

Funds holding: 42 → 99 (+57)

87% more capital invested

Capital invested by funds: $21M → $39.2M (+$18.2M)

0.22% less ownership

Funds ownership: 0.33% → 0.12% (-0.22%)

59% less call options, than puts

Call options by funds: $5.02M | Put options by funds: $12.4M

Holders
99
Holders Change
+57
Holders Change %
+135.71%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
68
Increased
24
Reduced
7
Closed
11
Calls
$5.02M
Puts
$12.4M
Net Calls
-$7.36M
Net Calls Change
-$6.74M

Top Buyers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
+$5.71M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$2.87M
3
OMC
Old Mission Capital
Illinois
+$1.61M
4
PCM
Prelude Capital Management
New York
+$1.48M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$4.07M
2
QC
Quadrature Capital
United Kingdom
-$1.11M
3
Group One Trading
Group One Trading
Illinois
-$826K
4
IWP
Innova Wealth Partners
Pennsylvania
-$224K
5
GRP
Global Retirement Partners
California
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$269K +$227K +3,841 +358%
Mariner
27
Mariner
Kansas
$265K +$192K +3,237 +202%
MML Investors Services
28
MML Investors Services
Massachusetts
$220K +$238K +4,027 New
HNB
29
Huntington National Bank
Ohio
$213K – – –
TI
30
Tidal Investments
Wisconsin
$211K +$15.2K +257 +7%
KAS
31
Kestra Advisory Services
Texas
$205K +$222K +3,755 New
CCG
32
Capital CS Group
California
$203K +$157K +2,658 +253%
Wolverine Trading
33
Wolverine Trading
Illinois
$202K +$219K +3,699 New
KSWWM
34
Keyes Stange & Wooten Wealth Management
Florida
$202K +$219K +3,698 New
KWM
35
Kingsview Wealth Management
Oregon
$190K +$206K +3,481 New
DAS
36
Dynamic Advisor Solutions
Arizona
$189K +$204K +3,454 New
KPWS
37
Kestra Private Wealth Services
Texas
$184K +$121K +2,037 +153%
IWP
38
Innova Wealth Partners
Pennsylvania
$180K -$224K -3,784 -54%
CD
39
Chapin Davis
Maryland
$176K +$124K +2,100 +187%
KWM
40
Keebeck Wealth Management
Illinois
$171K +$185K +3,118 New
USCWA
41
U.S. Capital Wealth Advisors
Texas
$159K +$172K +2,900 New
TSS
42
Two Sigma Securities
New York
$153K +$166K +2,801 New
IPAM
43
Investment Partners Asset Management
New Jersey
$153K +$47.7K +805 +40%
IWN
44
Independent Wealth Network
Iowa
$152K +$165K +2,784 New
AWE
45
Avidian Wealth Enterprises
Texas
$144K +$156K +2,633 New
HighTower Advisors
46
HighTower Advisors
Illinois
$137K +$149K +2,510 New
NSAM
47
North Star Asset Management
Wisconsin
$136K +$147K +2,488 New
LA
48
Lifeworks Advisors
Michigan
$134K +$145K +2,457 New
MI
49
Motiv8 Investments
Florida
$128K +$5.68K +96 +4%
RCG
50
Regatta Capital Group
California
$128K +$139K +2,345 New
1
2
3 4 5

ULTY Hedge Fund Activity: Q3 2025 in Review

99 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in YieldMax Ultra Option Income Strategy ETF (ULTY) for Q3 2025, worth a combined $39.2M — up 87% from $21M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new ULTY positions and 11 closed out — a net gain of 57 holders — while 24 added to existing stakes and 7 trimmed.

The largest buyer was HRT Financial, opening a new position worth an estimated $5.71M. The largest seller was Renaissance Technologies, cutting an estimated $4.07M.

  • 99 institutional investors held YieldMax Ultra Option Income Strategy ETF (ULTY) as of Q3 2025, up from 42 in Q2 2025.
  • Funds reported $39.2M of YieldMax Ultra Option Income Strategy ETF stock for Q3 2025, up 87% quarter-over-quarter.
  • 68 funds opened new YieldMax Ultra Option Income Strategy ETF positions in Q3 2025 and 11 closed out, a net change of +57 holders.
  • The largest YieldMax Ultra Option Income Strategy ETF buyer in Q3 2025 was HRT Financial, an estimated $5.71M added.
  • The largest YieldMax Ultra Option Income Strategy ETF seller in Q3 2025 was Renaissance Technologies, an estimated $4.07M sold.

Based on aggregated 13F filings for Q3 2025.