YieldMax Universe Fund of Option Income ETFs
YMAX
37 hedge funds and large institutions have $22.6M 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, 7 reducing their positions, and 8 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
9% more funds holding
Funds holding: 34 → 37 (+3)
9% more capital invested
Capital invested by funds: $20.8M → $22.6M (+$1.83M)
0.08% less ownership
Funds ownership: 3.25% → 3.17% (-0.08%)
72% less call options, than puts
Call options by funds: $629K | Put options by funds: $2.23M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$5.9M |
| 2 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$2.13M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.12M |
| 4 |
WW
Winnow Wealth
Waco,
Texas
|
+$1.05M |
| 5 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
+$794K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$4.33M |
| 2 |
FWP
Falcon Wealth Planning
Ontario,
California
|
-$1.4M |
| 3 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$1.17M |
| 4 |
Goldman Sachs
New York
|
-$767K |
| 5 |
MI
Motiv8 Investments
Port St. Lucie,
Florida
|
-$434K |
YMAX Hedge Fund Activity: Q1 2025 in Review
37 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in YieldMax Universe Fund of Option Income ETFs (YMAX) for Q1 2025, worth a combined $22.6M — up 8.8% from $20.8M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new YMAX positions and 8 closed out — a net gain of 5 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $5.9M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $4.33M sold.
- 37 institutional investors held YieldMax Universe Fund of Option Income ETFs (YMAX) as of Q1 2025, up from 34 in Q4 2024.
- Funds reported $22.6M of YieldMax Universe Fund of Option Income ETFs stock for Q1 2025, up 8.8% quarter-over-quarter.
- 13 funds opened new YieldMax Universe Fund of Option Income ETFs positions in Q1 2025 and 8 closed out, a net change of +5 holders.
- The largest YieldMax Universe Fund of Option Income ETFs buyer in Q1 2025 was Old Mission Capital, an estimated $5.9M added.
- The largest YieldMax Universe Fund of Option Income ETFs seller in Q1 2025 was Renaissance Technologies, an estimated $4.33M sold.
Based on aggregated 13F filings for Q1 2025.