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YieldMax Universe Fund of Option Income ETFs

55 hedge funds and large institutions have $13.5M invested in YieldMax Universe Fund of Option Income ETFs in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

0.26% more ownership

Funds ownership: 3.17%3.43% (+0.26%)

14% less funds holding

Funds holding: 6455 (-9)

37% less capital invested

Capital invested by funds: $21.4M → $13.5M (-$7.92M)

44% less call options, than puts

Call options by funds: $557K | Put options by funds: $991K

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
55
Holders Change
-9
Holders Change %
-14.06%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
17
Closed
14
Calls
$557K
Puts
$991K
Net Calls
-$434K
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.31M +$1.22M +136,151 +85%
IWM
2
IHT Wealth Management
Illinois
$1.92M +$2.19M +244,679 New
AWA
3
Authentikos Wealth Advisory
California
$861K +$192K +21,475 +24%
MF
4
Manchester Financial
California
$858K +$213K +23,882 +28%
WW
5
Winnow Wealth
Texas
$836K -$36.7K -4,110 -4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$742K -$2.08M -232,308 -71%
HF
7
HRT Financial
New York
$719K +$292K +32,674 +55%
ZI
8
ZEGA Investments
Florida
$570K -$884K -98,887 -58%
OMC
9
Old Mission Capital
Illinois
$362K -$1.69M -189,386 -80%
MML Investors Services
10
MML Investors Services
Massachusetts
$359K -$82.5K -9,237 -17%
WCM
11
Winebrenner Capital Management
Kentucky
$341K +$175K +19,631 +82%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$266K +$164K +18,371 +118%
Group One Trading
13
Group One Trading
Illinois
$265K -$505K -56,513 -63%
SPWM
14
Straight Path Wealth Management
Michigan
$229K -$3.12K -349 -1%
TSS
15
Two Sigma Securities
New York
$214K -$79.5K -8,902 -25%
KPWS
16
Kestra Private Wealth Services
Texas
$196K +$106K +11,811 +89%
Belvedere Trading
17
Belvedere Trading
Illinois
$190K +$104K +11,668 +92%
LWMM
18
Legacy Wealth Management (Mississippi)
Mississippi
$182K -$7.68K -860 -4%
VWA
19
Visionary Wealth Advisors
Illinois
$176K +$21.3K +2,386 +12%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$146K +$45.6K +5,103 +38%
WEG
21
World Equity Group
Illinois
$139K +$34K +3,800 +27%
IWN
22
Independent Wealth Network
Iowa
$129K +$19.3K +2,157 +15%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$123K +$141K +15,750 New
AF
24
Allworth Financial
California
$113K +$10.6K +1,191 +9%
Creative Planning
25
Creative Planning
Kansas
$107K +$6.76K +757 +6%

YMAX Hedge Fund Activity: Q1 2026 in Review

55 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in YieldMax Universe Fund of Option Income ETFs (YMAX) for Q1 2026, worth a combined $13.5M — down 37% from $21.4M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of YMAX and 7 opened new positions — a net loss of 7 holders — while 17 trimmed existing stakes and 20 added.

The largest buyer was IHT Wealth Management, opening a new position worth an estimated $2.19M. The largest seller was Susquehanna International Group, cutting an estimated $2.08M.

  • 55 institutional investors held YieldMax Universe Fund of Option Income ETFs (YMAX) as of Q1 2026, down from 64 in Q4 2025.
  • Funds reported $13.5M of YieldMax Universe Fund of Option Income ETFs stock for Q1 2026, down 37% quarter-over-quarter.
  • 7 funds opened new YieldMax Universe Fund of Option Income ETFs positions in Q1 2026 and 14 closed out, a net change of -7 holders.
  • The largest YieldMax Universe Fund of Option Income ETFs buyer in Q1 2026 was IHT Wealth Management, an estimated $2.19M added.
  • The largest YieldMax Universe Fund of Option Income ETFs seller in Q1 2026 was Susquehanna International Group, an estimated $2.08M sold.

Based on aggregated 13F filings for Q1 2026.