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YieldMax Universe Fund of Option Income ETFs

59 hedge funds and large institutions have $28.9M invested in YieldMax Universe Fund of Option Income ETFs in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

30% more capital invested

Capital invested by funds: $22.2M → $28.9M (+$6.76M)

25% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.44M

18% more funds holding

Funds holding: 5059 (+9)

0.36% more ownership

Funds ownership: 2.39%2.75% (+0.36%)

Holders
59
Holders Change
+9
Holders Change %
+18%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
22
Reduced
12
Closed
9
Calls
$1.8M
Puts
$1.44M
Net Calls
+$354K
Net Calls Change
-$941K
Name Holding Trade Value Shares
Change
Change in
Stake
ZI
1
ZEGA Investments
Florida
$2.63M -$292K -22,124 -10%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.63M +$1.35M +102,550 +100%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.44M +$2.52M +190,830 New
Jane Street
4
Jane Street
New York
$2.43M +$2.5M +189,472 New
ODFS
5
O'Donnell Financial Services
California
$2M +$58.1K +4,398 +3%
Group One Trading
6
Group One Trading
Illinois
$1.31M +$301K +22,817 +29%
SG Americas Securities
7
SG Americas Securities
New York
$1.28M +$1.32M +100,000 New
MF
8
Manchester Financial
California
$1.26M +$798K +60,424 +160%
WW
9
Winnow Wealth
Texas
$1.19M +$1.21M +91,620 New
Renaissance Technologies
10
Renaissance Technologies
New York
$1.18M -$2.94M -223,100 -71%
CAS
11
Coppell Advisory Solutions
Texas
$1.12M +$17.7K +1,341 +2%
HF
12
HRT Financial
New York
$1.12M +$1.15M +87,421 New
AWA
13
Authentikos Wealth Advisory
California
$966K +$46.1K +3,491 +5%
MML Investors Services
14
MML Investors Services
Massachusetts
$941K +$114K +8,616 +13%
Citadel Advisors
15
Citadel Advisors
Florida
$860K +$407K +30,829 +85%
OMC
16
Old Mission Capital
Illinois
$648K -$924K -70,005 -58%
WWA
17
Wealth Watch Advisors
Colorado
$538K -$26.6K -2,012 -5%
SPWM
18
Straight Path Wealth Management
Michigan
$489K +$43.2K +3,273 +9%
IPAM
19
Investment Partners Asset Management
New Jersey
$474K +$6.6K +500 +1%
WCM
20
Winebrenner Capital Management
Kentucky
$331K +$138K +10,435 +68%
LWMM
21
Legacy Wealth Management (Mississippi)
Mississippi
$294K +$303K +22,963 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$251K +$49.3K +3,732 +24%
VWA
23
Visionary Wealth Advisors
Illinois
$234K +$11.4K +865 +5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$232K +$74K +5,605 +45%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$210K +$70.8K +5,365 +49%

YMAX Hedge Fund Activity: Q3 2025 in Review

59 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in YieldMax Universe Fund of Option Income ETFs (YMAX) for Q3 2025, worth a combined $28.9M — up 30% from $22.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new YMAX positions and 9 closed out — a net gain of 9 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.52M. The largest seller was Renaissance Technologies, cutting an estimated $2.94M.

  • 59 institutional investors held YieldMax Universe Fund of Option Income ETFs (YMAX) as of Q3 2025, up from 50 in Q2 2025.
  • Funds reported $28.9M of YieldMax Universe Fund of Option Income ETFs stock for Q3 2025, up 30% quarter-over-quarter.
  • 18 funds opened new YieldMax Universe Fund of Option Income ETFs positions in Q3 2025 and 9 closed out, a net change of +9 holders.
  • The largest YieldMax Universe Fund of Option Income ETFs buyer in Q3 2025 was Susquehanna International Group, an estimated $2.52M added.
  • The largest YieldMax Universe Fund of Option Income ETFs seller in Q3 2025 was Renaissance Technologies, an estimated $2.94M sold.

Based on aggregated 13F filings for Q3 2025.