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YieldMax Ultra Option Income Strategy ETF
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Overview Fund Activity

16 hedge funds and large institutions have $3.55M invested in YieldMax Ultra Option Income Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 6 closing their positions.

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
2
Closed
6
Calls
$196K
Puts
$890K
Net Calls
-$694K
Net Calls Change
-$388K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$601K
2
Belvedere Trading
2
Belvedere Trading
Illinois
$568K
3
CP
3
Castleview Partners
Texas
$627K
4
Simplex Trading
4
Simplex Trading
Illinois
$358K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$212K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
HF
3
HRT Financial
New York
$0
4
ZF
4
Zega Financial
Florida
$155K
5
CAS
5
Coppell Advisory Solutions
Texas
$43.4K
Name Market Value Shares Shares
Change 		Shares
Change %
CP
1
Castleview Partners
Texas
$627K 59,203 +47,149 +391%
Citadel Advisors
2
Citadel Advisors
Florida
$601K 56,789 +56,789 New
Belvedere Trading
3
Belvedere Trading
Illinois
$568K 53,594 +53,594 New
Simplex Trading
4
Simplex Trading
Illinois
$358K 33,853 +29,068 +607%
HighTower Advisors
5
HighTower Advisors
Illinois
$212K 20,005 +20,005 New
UBS Group
6
UBS Group
Switzerland
$198K 18,734 +18,734 New
TI
7
Tidal Investments
Wisconsin
$188K 17,785 +17,785 New
VAG
8
VisionPoint Advisory Group
Texas
$171K 16,184 +16,184 New
ZF
9
Zega Financial
Florida
$155K 14,666 -4,847 -25%
TAM
10
Tucker Asset Management
Colorado
$155K 14,646 +1,286 +10%
WAAG
11
Wealth Alliance Advisory Group
Kansas
$144K 13,589 – –
SPWM
12
Straight Path Wealth Management
Michigan
$124K 11,700 – –
CAS
13
Coppell Advisory Solutions
Texas
$43.4K 4,099 -1,064 -21%
FFA
14
Farther Finance Advisors
California
$551 52 +52 New
Morgan Stanley
15
Morgan Stanley
New York
$74 7 +5 +250%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$32 3 +2 +200%
Wells Fargo
17
Wells Fargo
California
– – – –
Jane Street
18
Jane Street
New York
– – -143,063 Closed
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
– – -54,237 Closed
HF
20
HRT Financial
New York
– – -12,143 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– – -392 Closed
POIA
22
Pin Oak Investment Advisors
Texas
– – -220 Closed
AA
23
Ancora Advisors
Ohio
– – -100 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –