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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
SIC
76
Salem Investment Counselors
North Carolina
$38.3K +$41.4K +700 New
CFO
77
CVA Family Office
Colorado
$30.9K +$33.5K +566 New
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$28K +$30.3K +512 New
AF
79
Allworth Financial
California
$27.4K +$29.6K +500 New
AAS
80
Ameritas Advisory Services
Nebraska
$26.7K +$20.1K +339 +226%
CPG
81
Cornerstone Planning Group
New Jersey
$23.5K +$1.01K +17 New
VCM
82
Versant Capital Management
Arizona
$20.2K +$592 +10 +3%
WWA
83
Wealth Watch Advisors
Colorado
$16K +$17.3K +292 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$15K +$11.5K +194 +240%
RIL
85
Rothschild Investment LLC
Illinois
$14.1K +$15.2K +257 New
SPIA
86
Steward Partners Investment Advisory
New York
$12.9K +$2.07K +35 +18%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$12.6K +$13.6K +230 New
SS
88
Sunbelt Securities
Texas
$10.9K +$11.8K +200 New
TFG
89
Team Financial Group
California
$10.8K +$2.25K +38 +24%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$7.56K +$8.23K +139 New
ACM
91
Anfield Capital Management
California
$6.41K +$6.93K +117 New
HWM
92
HighMark Wealth Management
Minnesota
$4.48K +$4.86K +82 New
TC
93
Truvestments Capital
Florida
$1.86K +$2.01K +34 New
DSC
94
Duncker Streett & Co
Missouri
$1.09K +$1.18K +20 New
TRCT
95
Tower Research Capital (TRC)
New York
$870 +$947 +16 New
CA
96
CoreCap Advisors
Michigan
$596 +$651 +11 New
NMG
97
New Millennium Group
Utah
$334 +$355 +6 New
HCM
98
Hollencrest Capital Management
California
$274 +$296 +5 New
HI
99
Harbour Investments
Wisconsin
$143 +$178 +3 New
LFG
100
Larson Financial Group
Missouri
$33 +$59 +1 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.