YieldMax Universe Fund of Option Income ETFs
YMAX
12 hedge funds and large institutions have $8.77M invested in YieldMax Universe Fund of Option Income ETFs in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
10.71% more ownership
Funds ownership: 0% → 10.71% (+11%)
71% less call options, than puts
Call options by funds: $2K | Put options by funds: $7K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZF
Zega Financial
Palm Beach Gardens,
Florida
|
+$4.85M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.04M |
| 3 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$601K |
| 4 |
Jane Street
New York
|
+$531K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$468K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZF
1
Zega Financial
Palm Beach Gardens,
Florida
| $5.02M | +$4.85M | +231,559 | New |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $1.07M | +$1.04M | +49,501 | New |
|
|
AWA
3
Authentikos Wealth Advisory
Morgan Hill,
California
| $622K | +$601K | +28,711 | New |
|
|
4
Jane Street
New York
| $550K | +$531K | +25,383 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $485K | +$468K | +22,373 | New |
|
|
HF
6
HRT Financial
New York
| $379K | +$366K | +17,511 | New |
|
|
SPWM
7
Straight Path Wealth Management
Jenison,
Michigan
| $278K | +$268K | +12,815 | New |
|
|
TAM
8
Tucker Asset Management
Littleton,
Colorado
| $185K | +$178K | +8,514 | New |
|
|
CF
9
Centaurus Financial
Anaheim,
California
| $156K | +$151K | +7,203 | New |
|
10
UBS Group
Zurich,
Switzerland
| $19.3K | +$18.6K | +888 | New |
|
|
POIA
11
Pin Oak Investment Advisors
Houston,
Texas
| $4K | +$3.6K | +172 | New |
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$732 | +35 | New |
|
YMAX Hedge Fund Activity: Q1 2024 in Review
12 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in YieldMax Universe Fund of Option Income ETFs (YMAX) for Q1 2024, worth a combined $8.77M.
Buyers outnumbered sellers: 12 funds opened new YMAX positions and 0 closed out — a net gain of 12 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Zega Financial, opening a new position worth an estimated $4.85M.
- 12 institutional investors held YieldMax Universe Fund of Option Income ETFs (YMAX) as of Q1 2024, up from 0 in Q4 2023.
- Funds reported $8.77M of YieldMax Universe Fund of Option Income ETFs stock for Q1 2024.
- 12 funds opened new YieldMax Universe Fund of Option Income ETFs positions in Q1 2024 and 0 closed out, a net change of +12 holders.
- The largest YieldMax Universe Fund of Option Income ETFs buyer in Q1 2024 was Zega Financial, an estimated $4.85M added.
Based on aggregated 13F filings for Q1 2024.