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YieldMax Universe Fund of Option Income ETFs
YMAX

Overview Fund Activity

33 hedge funds and large institutions have $20.8M invested in YieldMax Universe Fund of Option Income ETFs in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+16
Holders Change %
+94.12%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
10
Reduced
1
Closed
1
Calls
$231K
Puts
$1.91M
Net Calls
-$1.68M
Net Calls Change
-$1.36M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$4.33M
2
FWP
Falcon Wealth Planning
California
$1.4M
3
Goldman Sachs
Goldman Sachs
New York
$767K
4
MML Investors Services
MML Investors Services
Massachusetts
$551K
5
Group One Trading
Group One Trading
Illinois
$501K

Top Sellers

1
CF
Centaurus Financial
California
$203K
2
WAM
Worth Asset Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$4.33M +$4.33M +255,309 New
ZI
2
ZEGA Investments
Florida
$3.27M +$3.27M +193,780 New
AWA
3
Authentikos Wealth Advisory
California
$2.48M +$279K +16,448 +13%
ODFS
4
O'Donnell Financial Services
California
$1.63M +$9.36K +553 +0.6%
FWP
5
Falcon Wealth Planning
California
$1.4M +$1.4M +82,460 New
CF
6
Claris Financial
Virginia
$1.39M +$1.39M +82,245 New
Goldman Sachs
7
Goldman Sachs
New York
$767K +$767K +45,250 New
NWM
8
Napa Wealth Management
California
$600K +$177K +10,418 +42%
MML Investors Services
9
MML Investors Services
Massachusetts
$551K +$551K +32,504 New
BCM
10
BluePath Capital Management
Georgia
$523K +$128K +7,893 +32%
Group One Trading
11
Group One Trading
Illinois
$501K +$501K +29,560 New
SPWM
12
Straight Path Wealth Management
Michigan
$452K +$98.3K +5,800 +28%
MI
13
Motiv8 Investments
Florida
$434K +$434K +25,604 New
EWM
14
Executive Wealth Management
Michigan
$419K +$180K +10,630 +76%
KAS
15
Kestra Advisory Services
Texas
$329K +$329K +19,433 New
WAAG
16
Wealth Alliance Advisory Group
Kansas
$289K +$289K +17,071 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$281K +$32.3K +1,908 +13%
TAM
18
Tucker Asset Management
Colorado
$270K +$44.4K +2,620 +20%
CF
19
Centaurus Financial
California
$203K -$10.7M -628,676 -98%
VWA
20
Visionary Wealth Advisors
Illinois
$198K +$8.49K +501 +4%
IPAM
21
Investment Partners Asset Management
New Jersey
$189K +$189K +11,175 New
Simplex Trading
22
Simplex Trading
Illinois
$129K +$129K +7,650 New
AWM
23
AE Wealth Management
Kansas
$41.1K +$41.1K +2,427 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$18.4K +$18.4K +1,088 New
OP
25
ORG Partners
Indiana
$17.1K +$17.1K +1,010 New
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