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YieldMax Universe Fund of Option Income ETFs
YMAX

Overview Fund Activity

33 hedge funds and large institutions have $20.8M invested in YieldMax Universe Fund of Option Income ETFs in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+16
Holders Change %
+94.12%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
10
Reduced
1
Closed
1
Calls
$231K
Puts
$1.91M
Net Calls
-$1.68M
Net Calls Change
-$1.36M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$4.33M
2
FWP
Falcon Wealth Planning
California
$1.4M
3
Goldman Sachs
Goldman Sachs
New York
$767K
4
MML Investors Services
MML Investors Services
Massachusetts
$551K
5
Group One Trading
Group One Trading
Illinois
$501K

Top Sellers

1
CF
Centaurus Financial
California
$203K
2
WAM
Worth Asset Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Belvedere Trading
26
Belvedere Trading
Illinois
$16.5K +$16.5K +972 New
Morgan Stanley
27
Morgan Stanley
New York
$16.3K +$16.2K +954 +11,925%
POIA
28
Pin Oak Investment Advisors
Texas
$12K – – –
HI
29
Harbour Investments
Wisconsin
$11.9K +$11.9K +700 New
WWP
30
WR Wealth Planners
Missouri
$1.17K +$1.17K +69 New
CA
31
CoreCap Advisors
Michigan
$85 – – –
Wells Fargo
32
Wells Fargo
California
$32 – – –
Fidelity Investments
33
Fidelity Investments
Massachusetts
$17 +$17 +1 New
WAM
34
Worth Asset Management
Texas
– -$434K -24,347 Closed
1
2