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YieldMax Universe Fund of Option Income ETFs
YMAX

Overview Fund Activity

35 hedge funds and large institutions have $22.2M invested in YieldMax Universe Fund of Option Income ETFs in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
15
Reduced
5
Closed
8
Calls
$629K
Puts
$2.23M
Net Calls
-$1.6M
Net Calls Change
+$82K

Top Buyers

1
OMC
Old Mission Capital
Illinois
$5.03M
2
CAS
Coppell Advisory Solutions
Texas
$1.82M
3
Citadel Advisors
Citadel Advisors
Florida
$1.81M
4
WW
Winnow Wealth
Texas
$892K
5
ODFS
O'Donnell Financial Services
California
$1.97M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$0
2
FWP
Falcon Wealth Planning
California
$0
3
AWA
Authentikos Wealth Advisory
California
$582K
4
Goldman Sachs
Goldman Sachs
New York
$0
5
MI
Motiv8 Investments
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
1
Old Mission Capital
Illinois
$5.03M +$5.03M +376,622 New
ZI
2
ZEGA Investments
Florida
$2.6M +$12.5K +939 +0.5%
ODFS
3
O'Donnell Financial Services
California
$1.97M +$678K +50,714 +53%
CAS
4
Coppell Advisory Solutions
Texas
$1.82M +$1.82M +136,005 New
Citadel Advisors
5
Citadel Advisors
Florida
$1.81M +$1.81M +135,188 New
CF
6
Claris Financial
Virginia
$1.39M – – –
WW
7
Winnow Wealth
Texas
$892K +$892K +66,751 New
MML Investors Services
8
MML Investors Services
Massachusetts
$809K +$375K +28,030 +86%
WWA
9
Wealth Watch Advisors
Colorado
$665K +$665K +49,739 New
Group One Trading
10
Group One Trading
Illinois
$660K +$265K +19,855 +67%
AWA
11
Authentikos Wealth Advisory
California
$582K -$1.37M -102,651 -70%
BCM
12
BluePath Capital Management
Georgia
$550K +$120K +8,953 +28%
HF
13
HRT Financial
New York
$527K +$527K +39,458 New
SPWM
14
Straight Path Wealth Management
Michigan
$433K +$76.5K +5,729 +21%
MF
15
Manchester Financial
California
$344K +$344K +25,727 New
IPAM
16
Investment Partners Asset Management
New Jersey
$339K +$190K +14,235 +127%
NWM
17
Napa Wealth Management
California
$313K -$160K -11,955 -34%
KAS
18
Kestra Advisory Services
Texas
$267K +$7.76K +581 +3%
WAAG
19
Wealth Alliance Advisory Group
Kansas
$252K +$23.7K +1,775 +10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$234K +$12K +897 +5%
VWA
21
Visionary Wealth Advisors
Illinois
$192K +$36.4K +2,722 +23%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$149K +$149K +11,126 New
CF
23
Centaurus Financial
California
$134K -$26.1K -1,952 -16%
CA
24
CoreCap Advisors
Michigan
$59.9K +$59.8K +4,476 +89,520%
Morgan Stanley
25
Morgan Stanley
New York
$56.5K +$43.7K +3,268 +340%
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