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YieldMax Universe Fund of Option Income ETFs
YMAX

50 hedge funds and large institutions have $22.2M invested in YieldMax Universe Fund of Option Income ETFs in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

122% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $1.06M

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

35% more funds holding

Funds holding: 37 → 50 (+13)

0.78% less ownership

Funds ownership: 3.17% → 2.39% (-0.78%)

2% less capital invested

Capital invested by funds: $22.6M → $22.2M (-$433K)

Holders
50
Holders Change
+13
Holders Change %
+35.14%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
16
Reduced
11
Closed
9
Calls
$2.36M
Puts
$1.06M
Net Calls
+$1.29M
Net Calls Change
+$2.89M

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$4.2M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$1.36M
3
ZI
ZEGA Investments
Florida
+$433K
4
Group One Trading
Group One Trading
Illinois
+$401K
5
WCM
Winebrenner Capital Management
Kentucky
+$205K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$3.4M
2
CF
Claris Financial
Virginia
-$1.39M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.32M
4
WW
Winnow Wealth
Texas
-$892K
5
CAS
Coppell Advisory Solutions
Texas
-$667K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
Integrity Alliance
Iowa
$146K +$141K +10,620 New
BIG
27
Brookwood Investment Group
Arizona
$139K +$135K +10,131 New
CF
28
Centaurus Financial
California
$108K -$28.5K -2,143 -21%
AF
29
Allworth Financial
California
$103K +$99.1K +7,451 New
Morgan Stanley
30
Morgan Stanley
New York
$54.2K -$3.88K -292 -7%
BCMLT
31
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.9K +$39.7K +2,985 +853%
HI
32
Harbour Investments
Wisconsin
$41.7K +$26.4K +1,984 +190%
Osaic Holdings
33
Osaic Holdings
Arizona
$32.3K +$26.1K +1,965 +510%
OWP
34
ORG Wealth Partners
Texas
$20.9K +$3.6K +271 +22%
Belvedere Trading
35
Belvedere Trading
Illinois
$20.9K +$20.2K +1,521 New
WOSD
36
WFA of San Diego
California
$17.1K +$16.5K +1,240 New
JP Morgan Chase
37
JP Morgan Chase
New York
$10.8K -$3.4K -256 -25%
M
38
MOTCO
Texas
$9.83K +$9.64K +725 New
AWM
39
AE Wealth Management
Kansas
$7.46K -$6.44K -484 -47%
SC
40
Swan Capital
Florida
$6.19K +$5.99K +450 New
QWM
41
Quaker Wealth Management
New Jersey
$5.37K +$5.19K +390 New
DWA
42
Dougherty Wealth Advisers
Minnesota
$5.05K – – –
FFA
43
Farther Finance Advisors
California
$4.54K +$4.39K +330 New
AAS
44
Ameritas Advisory Services
Nebraska
$4.02K +$3.88K +292 New
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$2.53K +$2.45K +184 New
RF
46
Robinswood Financial
Washington
$1.9K +$266 +20 +17%
Raymond James Financial
47
Raymond James Financial
Florida
$1.38K +$1.33K +100 New
FFA
48
Frazier Financial Advisors
Ohio
$964 +$931 +70 New
CA
49
CoreCap Advisors
Michigan
$69 -$59.5K -4,476 -100%
Wells Fargo
50
Wells Fargo
California
$36 +$13 +1 +50%
1
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3

YMAX Hedge Fund Activity: Q2 2025 in Review

50 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in YieldMax Universe Fund of Option Income ETFs (YMAX) for Q2 2025, worth a combined $22.2M — down 1.9% from $22.6M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new YMAX positions and 9 closed out — a net gain of 13 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $4.2M. The largest seller was Old Mission Capital, cutting an estimated $3.4M.

  • 50 institutional investors held YieldMax Universe Fund of Option Income ETFs (YMAX) as of Q2 2025, up from 37 in Q1 2025.
  • Funds reported $22.2M of YieldMax Universe Fund of Option Income ETFs stock for Q2 2025, down 1.9% quarter-over-quarter.
  • 22 funds opened new YieldMax Universe Fund of Option Income ETFs positions in Q2 2025 and 9 closed out, a net change of +13 holders.
  • The largest YieldMax Universe Fund of Option Income ETFs buyer in Q2 2025 was Renaissance Technologies, an estimated $4.2M added.
  • The largest YieldMax Universe Fund of Option Income ETFs seller in Q2 2025 was Old Mission Capital, an estimated $3.4M sold.

Based on aggregated 13F filings for Q2 2025.