YieldMax Ultra Option Income Strategy ETF
ULTY
20 hedge funds and large institutions have $3.4M invested in YieldMax Ultra Option Income Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 9 closing their positions.
0.04% less ownership
Funds ownership: 0.2% → 0.16% (-0.04%)
9% less funds holding
Funds holding: 22 → 20 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
37% less call options, than puts
Call options by funds: $364K | Put options by funds: $576K
40% less capital invested
Capital invested by funds: $5.64M → $3.4M (-$2.25M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.17M |
| 2 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
+$735K |
| 3 |
Group One Trading
Chicago,
Illinois
|
+$215K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$101K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$101K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Simplex Trading
Chicago,
Illinois
|
-$820K |
| 2 |
Jane Street
New York
|
-$708K |
| 3 |
NWM
Napa Wealth Management
Napa,
California
|
-$478K |
| 4 |
MI
Motiv8 Investments
Port St. Lucie,
Florida
|
-$261K |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$245K |
ULTY Hedge Fund Activity: Q1 2025 in Review
20 of the 7,469 institutional investors tracked by Wall St. Rank reported a position in YieldMax Ultra Option Income Strategy ETF (ULTY) for Q1 2025, worth a combined $3.4M — down 40% from $5.64M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of ULTY and 7 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 5 added.
The largest buyer was Old Mission Capital, adding an estimated $1.17M. The largest seller was Simplex Trading, exiting entirely with an estimated $820K sold.
- 20 institutional investors held YieldMax Ultra Option Income Strategy ETF (ULTY) as of Q1 2025, down from 22 in Q4 2024.
- Funds reported $3.4M of YieldMax Ultra Option Income Strategy ETF stock for Q1 2025, down 40% quarter-over-quarter.
- 7 funds opened new YieldMax Ultra Option Income Strategy ETF positions in Q1 2025 and 9 closed out, a net change of -2 holders.
- The largest YieldMax Ultra Option Income Strategy ETF buyer in Q1 2025 was Old Mission Capital, an estimated $1.17M added.
- The largest YieldMax Ultra Option Income Strategy ETF seller in Q1 2025 was Simplex Trading, an estimated $820K sold.
Based on aggregated 13F filings for Q1 2025.