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YieldMax Universe Fund of Option Income ETFs

48 hedge funds and large institutions have $21.6M invested in YieldMax Universe Fund of Option Income ETFs in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+13
Holders Change %
+37.14%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
15
Reduced
10
Closed
9
Calls
$2.36M
Puts
$1.06M
Net Calls
+$1.3M
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
51
BluePath Capital Management
Georgia
-$550K -41,158 Closed
HF
52
HRT Financial
New York
-$527K -39,458 Closed
NWM
53
Napa Wealth Management
California
-$313K -23,458 Closed
KAS
54
Kestra Advisory Services
Texas
-$267K -20,014 Closed
WAAG
55
Wealth Alliance Advisory Group
Kansas
-$252K -18,846 Closed
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
-$53.4K -4,000 Closed
POIA
57
Pin Oak Investment Advisors
Texas
-$10K -732 Closed