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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$4.2M |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$1.36M |
| 3 |
ZI
ZEGA Investments
Palm Beach Gardens,
Florida
|
+$433K |
| 4 |
Group One Trading
Chicago,
Illinois
|
+$401K |
| 5 |
WCM
Winebrenner Capital Management
Louisville,
Kentucky
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.4M |
| 2 |
CF
Claris Financial
Glen Allen,
Virginia
|
-$1.39M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.32M |
| 4 |
WW
Winnow Wealth
Waco,
Texas
|
-$892K |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$667K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
51
Claris Financial
Glen Allen,
Virginia
| – | -$1.39M | -82,245 | Closed |
|
|
WW
52
Winnow Wealth
Waco,
Texas
| – | -$892K | -66,751 | Closed |
|
|
HF
53
HRT Financial
New York
| – | -$527K | -39,458 | Closed |
|
|
BCM
54
BluePath Capital Management
Atlanta,
Georgia
| – | -$362K | -27,079 | Closed |
|
|
NWM
55
Napa Wealth Management
Napa,
California
| – | -$313K | -23,458 | Closed |
|
|
KAS
56
Kestra Advisory Services
Austin,
Texas
| – | -$267K | -20,014 | Closed |
|
|
WAAG
57
Wealth Alliance Advisory Group
Wichita,
Kansas
| – | -$252K | -18,846 | Closed |
|
58
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$53.4K | -4,000 | Closed |
|
|
POIA
59
Pin Oak Investment Advisors
Houston,
Texas
| – | -$10K | -732 | Closed |
|
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.