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YieldMax Ultra Option Income Strategy ETF
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Overview Fund Activity

20 hedge funds and large institutions have $3.32M invested in YieldMax Ultra Option Income Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
-4
Holders Change %
-16.67%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
6
Closed
10
Calls
$364K
Puts
$576K
Net Calls
-$212K
Net Calls Change
+$110K

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$905K
2
GS
GWN Securities
Florida
+$599K
3
Group One Trading
Group One Trading
Illinois
+$167K
4
BCI
Brinker Capital Investments
Pennsylvania
+$78.6K
5
OPS
Orion Portfolio Solutions
Nebraska
+$78.6K

Top Sellers

1
Simplex Trading
Simplex Trading
Illinois
-$820K
2
Jane Street
Jane Street
New York
-$549K
3
NWM
Napa Wealth Management
California
-$478K
4
TI
Tidal Investments
Wisconsin
-$245K
5
MI
Motiv8 Investments
Florida
-$203K
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
1
Old Mission Capital
Illinois
$1.17M +$905K +149,619 +342%
GS
2
GWN Securities
Florida
$664K +$599K +94,221 +926%
Renaissance Technologies
3
Renaissance Technologies
New York
$281K -$72.3K -11,950 -20%
HF
4
HRT Financial
New York
$193K -$113K -18,807 -37%
Jane Street
5
Jane Street
New York
$189K -$549K -90,723 -74%
Group One Trading
6
Group One Trading
Illinois
$167K +$167K +27,578 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$157K -$156K -25,775 -50%
ZI
8
ZEGA Investments
Florida
$90.4K +$11.5K +1,896 +15%
BCI
9
Brinker Capital Investments
Pennsylvania
$78.6K +$78.6K +12,987 New
OPS
10
Orion Portfolio Solutions
Nebraska
$78.6K +$78.6K +12,987 New
MI
11
Motiv8 Investments
Florida
$72.4K -$203K -33,509 -74%
CD
12
Chapin Davis
Maryland
$62.1K +$62.1K +10,260 New
SPWM
13
Straight Path Wealth Management
Michigan
$61.7K -$7.87K -1,300 -11%
Osaic Holdings
14
Osaic Holdings
Arizona
$42.7K +$42.7K +7,055 New
AWM
15
AE Wealth Management
Kansas
$11.7K +$9.66K +1,596 +476%
Belvedere Trading
16
Belvedere Trading
Illinois
$2.41K +$2.25K +372 +1,378%
CA
17
CoreCap Advisors
Michigan
$2K +$2K +331 New
FFA
18
Farther Finance Advisors
California
$350 – – –
OWP
19
ORG Wealth Partners
Texas
$245 +$245 +40 New
Morgan Stanley
20
Morgan Stanley
New York
$13 +$7 +1 +100%
Wells Fargo
21
Wells Fargo
California
$2 -$5 -1 Closed
Simplex Trading
22
Simplex Trading
Illinois
– -$820K -91,417 Closed
NWM
23
Napa Wealth Management
California
– -$478K -53,319 Closed
TI
24
Tidal Investments
Wisconsin
– -$245K -27,335 Closed
AAS
25
Avantax Advisory Services
Texas
– -$172K -19,141 Closed
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