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YieldMax Universe Fund of Option Income ETFs
YMAX

Overview Fund Activity

17 hedge funds and large institutions have $21.5M invested in YieldMax Universe Fund of Option Income ETFs in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
5
Reduced
2
Closed
10
Calls
$250K
Puts
$565K
Net Calls
-$315K
Net Calls Change
+$202K

Top Buyers

1
AWA
Authentikos Wealth Advisory
California
$2.31M
2
ODFS
O'Donnell Financial Services
California
$1.71M
3
NWM
Napa Wealth Management
California
$446K
4
WAM
Worth Asset Management
Texas
$434K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$262K

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
CF
Centaurus Financial
California
$11.4M
3
OMC
Old Mission Capital
Illinois
$0
4
HF
HRT Financial
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
1
Centaurus Financial
California
$11.4M -$1.23M -68,961 -10%
ZF
2
Zega Financial
Florida
$3.41M -$424K -23,782 -11%
AWA
3
Authentikos Wealth Advisory
California
$2.31M +$2.31M +129,799 New
ODFS
4
O'Donnell Financial Services
California
$1.71M +$1.71M +95,919 New
NWM
5
Napa Wealth Management
California
$446K +$446K +24,995 New
WAM
6
Worth Asset Management
Texas
$434K +$434K +24,347 New
BCM
7
BluePath Capital Management
Georgia
$433K +$124K +6,957 +40%
SPWM
8
Straight Path Wealth Management
Michigan
$372K +$2.48K +139 +0.7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$262K +$262K +14,698 New
EWM
10
Executive Wealth Management
Michigan
$251K +$251K +14,066 New
TAM
11
Tucker Asset Management
Colorado
$237K +$5.26K +295 +2%
VWA
12
Visionary Wealth Advisors
Illinois
$199K +$199K +11,161 New
POIA
13
Pin Oak Investment Advisors
Texas
$11K +$3.16K +190 +40%
WOSD
14
WFA of San Diego
California
$10.3K +$10.3K +575 New
Morgan Stanley
15
Morgan Stanley
New York
$152 +$152 +8 New
CA
16
CoreCap Advisors
Michigan
$89 – – –
Wells Fargo
17
Wells Fargo
California
$34 +$17 +1 +100%
Jane Street
18
Jane Street
New York
– -$1.29M -65,942 Closed
OMC
19
Old Mission Capital
Illinois
– -$1.21M -62,066 Closed
HF
20
HRT Financial
New York
– -$1.17M -59,899 Closed
Citadel Advisors
21
Citadel Advisors
Florida
– -$1.06M -54,250 Closed
AA
22
AlphaMark Advisors
Kentucky
– -$524K -26,846 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
– -$338K -17,318 Closed
Simplex Trading
24
Simplex Trading
Illinois
– -$61K -3,142 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
– -$3K -159 Closed
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