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YieldMax Ultra Option Income Strategy ETF
ULTY

47 hedge funds and large institutions have $55.2M invested in YieldMax Ultra Option Income Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

41% more capital invested

Capital invested by funds: $39.2M → $55.2M (+$16M)

4.63% more ownership

Funds ownership: 0.12% → 4.75% (+4.6%)

53% less funds holding

Funds holding: 99 → 47 (-52)

78% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 65

95% less call options, than puts

Call options by funds: $2.04M | Put options by funds: $40.1M

Holders
47
Holders Change
-52
Holders Change %
-52.53%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
9
Closed
65
Calls
$2.04M
Puts
$40.1M
Net Calls
-$38M
Net Calls Change
-$30.7M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$24.2M
2
IMC Chicago
IMC Chicago
Illinois
+$7.89M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.3M
4
Goldman Sachs
Goldman Sachs
New York
+$4.05M
5
QC
Quadrature Capital
United Kingdom
+$3.56M

Top Sellers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
-$5.28M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.47M
3
PCM
Prelude Capital Management
New York
-$1.36M
4
TCM
Traynor Capital Management
Pennsylvania
-$1.17M
5
Group One Trading
Group One Trading
Illinois
-$813K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
– -$3.47M -63,420 Closed
PCM
52
Prelude Capital Management
New York
– -$1.36M -24,920 Closed
TCM
53
Traynor Capital Management
Pennsylvania
– -$1.17M -21,442 Closed
Group One Trading
54
Group One Trading
Illinois
– -$813K -14,868 Closed
SG Americas Securities
55
SG Americas Securities
New York
– -$656K -12,000 Closed
PWM
56
Prosperity Wealth Management
California
– -$572K -10,452 Closed
WCM
57
Winebrenner Capital Management
Kentucky
– -$558K -10,195 Closed
BRWA
58
B. Riley Wealth Advisors
Florida
– -$536K -9,795 Closed
PP
59
PDS Planning
Ohio
– -$413K -7,558 Closed
AWA
60
Acorn Wealth Advisors
Michigan
– -$405K -7,402 Closed
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
– -$315K -5,760 Closed
RWA
62
Redhawk Wealth Advisors
Minnesota
– -$303K -5,544 Closed
RWB
63
RMR Wealth Builders
New Jersey
– -$290K -5,308 Closed
Mariner
64
Mariner
Kansas
– -$265K -4,837 Closed
MML Investors Services
65
MML Investors Services
Massachusetts
– -$220K -4,027 Closed
TI
66
Tidal Investments
Wisconsin
– -$211K -3,862 Closed
CCG
67
Capital CS Group
California
– -$203K -3,709 Closed
KWM
68
Kingsview Wealth Management
Oregon
– -$190K -3,481 Closed
DAS
69
Dynamic Advisor Solutions
Arizona
– -$189K -3,454 Closed
IWP
70
Innova Wealth Partners
Pennsylvania
– -$180K -3,284 Closed
CD
71
Chapin Davis
Maryland
– -$176K -3,226 Closed
KWM
72
Keebeck Wealth Management
Illinois
– -$171K -3,118 Closed
USCWA
73
U.S. Capital Wealth Advisors
Texas
– -$159K -2,900 Closed
TSS
74
Two Sigma Securities
New York
– -$153K -2,801 Closed
IPAM
75
Investment Partners Asset Management
New Jersey
– -$153K -2,800 Closed
1 2
3
4 5

ULTY Hedge Fund Activity: Q4 2025 in Review

47 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in YieldMax Ultra Option Income Strategy ETF (ULTY) for Q4 2025, worth a combined $55.2M — up 41% from $39.2M a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of ULTY and 14 opened new positions — a net loss of 51 holders — while 9 trimmed existing stakes and 21 added.

The largest buyer was Jane Street, opening a new position worth an estimated $24.2M. The largest seller was HRT Financial, exiting entirely with an estimated $5.28M sold.

  • 47 institutional investors held YieldMax Ultra Option Income Strategy ETF (ULTY) as of Q4 2025, down from 99 in Q3 2025.
  • Funds reported $55.2M of YieldMax Ultra Option Income Strategy ETF stock for Q4 2025, up 41% quarter-over-quarter.
  • 14 funds opened new YieldMax Ultra Option Income Strategy ETF positions in Q4 2025 and 65 closed out, a net change of -51 holders.
  • The largest YieldMax Ultra Option Income Strategy ETF buyer in Q4 2025 was Jane Street, an estimated $24.2M added.
  • The largest YieldMax Ultra Option Income Strategy ETF seller in Q4 2025 was HRT Financial, an estimated $5.28M sold.

Based on aggregated 13F filings for Q4 2025.