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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
HRT Financial
New York
|
+$5.71M |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$2.87M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.61M |
| 4 |
PCM
Prelude Capital Management
New York
|
+$1.48M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$4.07M |
| 2 |
QC
Quadrature Capital
London,
United Kingdom
|
-$1.11M |
| 3 |
Group One Trading
Chicago,
Illinois
|
-$826K |
| 4 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
-$224K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$126K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Wells Fargo
San Francisco,
California
| $22 | – | – | – |
|
|
IW
102
Imprint Wealth
Mount Pleasant,
South Carolina
| $19 | – | – | – |
|
|
NL
103
NWAM LLC
Mercer Island,
Washington
| – | -$124K | -2,012 | Closed |
|
|
GRP
104
Global Retirement Partners
San Rafael,
California
| – | -$126K | -2,000 | Closed |
|
|
CBA
105
Coastal Bridge Advisors
Westport,
Connecticut
| – | -$122K | -1,932 | Closed |
|
|
PPW
106
Pasadena Private Wealth
Pasadena,
California
| – | -$101K | -1,600 | Closed |
|
|
BCI
107
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$65.8K | -1,045 | Closed |
|
108
Bank of America
Charlotte,
North Carolina
| – | -$63K | -1,000 | Closed |
|
|
KWM
109
Kiker Wealth Management
Jasper,
Georgia
| – | -$20.6K | -327 | Closed |
|
|
KG
110
Kilter Group
Rhinebeck,
New York
| – | -$3.15K | -50 | Closed |
|
111
Raymond James Financial
St Petersburg,
Florida
| – | -$1.26K | -20 | Closed |
|
|
OWP
112
ORG Wealth Partners
Dallas,
Texas
| – | -$246 | -4 | Closed |
|
|
FRA
113
Front Row Advisors
Tiburon,
California
| – | -$63 | -1 | Closed |
|
114
Morgan Stanley
New York
| – | -$10 | – | – |
|
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.