YieldMax Universe Fund of Option Income ETFs
YMAX
34 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 20 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1,900% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 1
900% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 1
100% more funds holding
Funds holding: 17 → 34 (+17)
3% less capital invested
Capital invested by funds: $21.5M → $20.8M (-$737K)
4.67% less ownership
Funds ownership: 7.92% → 3.25% (-4.7%)
88% less call options, than puts
Call options by funds: $231K | Put options by funds: $1.91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$4.54M |
| 2 |
FWP
Falcon Wealth Planning
Ontario,
California
|
+$1.47M |
| 3 |
Goldman Sachs
New York
|
+$804K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$578K |
| 5 |
Group One Trading
Chicago,
Illinois
|
+$525K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
-$11.2M |
| 2 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$434K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Belvedere Trading
Chicago,
Illinois
| $16.5K | +$17.3K | +972 | New |
|
27
Morgan Stanley
New York
| $16.3K | +$17K | +954 | +11,925% |
|
|
POIA
28
Pin Oak Investment Advisors
Houston,
Texas
| $12K | – | – | – |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $11.9K | +$12.4K | +700 | New |
|
|
RF
30
Robinswood Financial
Kirkland,
Washington
| $1.75K | +$1.81K | +102 | New |
|
|
WWP
31
WR Wealth Planners
Columbia,
Missouri
| $1.17K | +$1.23K | +69 | New |
|
|
CA
32
CoreCap Advisors
Southfield,
Michigan
| $85 | – | – | – |
|
33
Wells Fargo
San Francisco,
California
| $32 | – | – | – |
|
34
Fidelity Investments
Boston,
Massachusetts
| $17 | +$18 | +1 | New |
|
|
WAM
35
Worth Asset Management
Dallas,
Texas
| – | -$434K | -24,347 | Closed |
|
YMAX Hedge Fund Activity: Q4 2024 in Review
34 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in YieldMax Universe Fund of Option Income ETFs (YMAX) for Q4 2024, worth a combined $20.8M — down 3.4% from $21.5M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new YMAX positions and 1 closed out — a net gain of 19 holders — while 10 added to existing stakes and 1 trimmed.
The largest buyer was Renaissance Technologies, opening a new position worth an estimated $4.54M. The largest seller was Centaurus Financial, cutting an estimated $11.2M.
- 34 institutional investors held YieldMax Universe Fund of Option Income ETFs (YMAX) as of Q4 2024, up from 17 in Q3 2024.
- Funds reported $20.8M of YieldMax Universe Fund of Option Income ETFs stock for Q4 2024, down 3.4% quarter-over-quarter.
- 20 funds opened new YieldMax Universe Fund of Option Income ETFs positions in Q4 2024 and 1 closed out, a net change of +19 holders.
- The largest YieldMax Universe Fund of Option Income ETFs buyer in Q4 2024 was Renaissance Technologies, an estimated $4.54M added.
- The largest YieldMax Universe Fund of Option Income ETFs seller in Q4 2024 was Centaurus Financial, an estimated $11.2M sold.
Based on aggregated 13F filings for Q4 2024.