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YieldMax Universe Fund of Option Income ETFs

50 hedge funds and large institutions have $22.2M invested in YieldMax Universe Fund of Option Income ETFs in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

122% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $1.06M

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

35% more funds holding

Funds holding: 3750 (+13)

0.78% less ownership

Funds ownership: 3.17%2.39% (-0.78%)

2% less capital invested

Capital invested by funds: $22.6M → $22.2M (-$433K)

Holders
50
Holders Change
+13
Holders Change %
+35.14%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
16
Reduced
11
Closed
9
Calls
$2.36M
Puts
$1.06M
Net Calls
+$1.29M
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$4.34M +$4.2M +315,500 New
ZI
2
ZEGA Investments
Florida
$3.13M +$433K +32,528 +17%
ODFS
3
O'Donnell Financial Services
California
$2.09M +$61.8K +4,648 +3%
OMC
4
Old Mission Capital
Illinois
$1.66M -$3.4M -256,024 -68%
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.41M +$1.36M +102,550 New
CAS
6
Coppell Advisory Solutions
Texas
$1.17M -$667K -50,153 -37%
Group One Trading
7
Group One Trading
Illinois
$1.09M +$401K +30,132 +61%
AWA
8
Authentikos Wealth Advisory
California
$990K +$7.29K +548 +0.8%
MML Investors Services
9
MML Investors Services
Massachusetts
$892K +$57.5K +4,323 +7%
WWA
10
Wealth Watch Advisors
Colorado
$605K -$76.4K -5,747 -12%
MF
11
Manchester Financial
California
$521K +$161K +12,128 +47%
IPAM
12
Investment Partners Asset Management
New Jersey
$502K +$147K +11,069 +44%
Citadel Advisors
13
Citadel Advisors
Florida
$499K -$1.32M -98,914 -73%
SPWM
14
Straight Path Wealth Management
Michigan
$480K +$32.9K +2,471 +8%
VWA
15
Visionary Wealth Advisors
Illinois
$239K +$39.6K +2,981 +21%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$218K -$22.1K -1,660 -9%
WCM
17
Winebrenner Capital Management
Kentucky
$212K +$205K +15,434 New
TAM
18
Tucker Asset Management
Colorado
$211K -$4.75K -357 -2%
Simplex Trading
19
Simplex Trading
Illinois
$174K +$168K +12,667 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$172K +$166K +12,502 New
VCM
21
Virtue Capital Management
Tennessee
$164K +$159K +11,930 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$158K +$4.99K +375 +3%
XT
23
XTX Topco
Cayman Islands
$153K +$148K +11,122 New
TI
24
Tidal Investments
Wisconsin
$152K +$147K +11,060 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$152K +$147K +11,035 New

YMAX Hedge Fund Activity: Q2 2025 in Review

50 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in YieldMax Universe Fund of Option Income ETFs (YMAX) for Q2 2025, worth a combined $22.2M — down 1.9% from $22.6M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new YMAX positions and 9 closed out — a net gain of 13 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $4.2M. The largest seller was Old Mission Capital, cutting an estimated $3.4M.

  • 50 institutional investors held YieldMax Universe Fund of Option Income ETFs (YMAX) as of Q2 2025, up from 37 in Q1 2025.
  • Funds reported $22.2M of YieldMax Universe Fund of Option Income ETFs stock for Q2 2025, down 1.9% quarter-over-quarter.
  • 22 funds opened new YieldMax Universe Fund of Option Income ETFs positions in Q2 2025 and 9 closed out, a net change of +13 holders.
  • The largest YieldMax Universe Fund of Option Income ETFs buyer in Q2 2025 was Renaissance Technologies, an estimated $4.2M added.
  • The largest YieldMax Universe Fund of Option Income ETFs seller in Q2 2025 was Old Mission Capital, an estimated $3.4M sold.

Based on aggregated 13F filings for Q2 2025.