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YieldMax AMD Option Income Strategy ETF

16 hedge funds and large institutions have $27.7M invested in YieldMax AMD Option Income Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

113% more capital invested

Capital invested by funds: $13M → $27.7M (+$14.7M)

68% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $618K

45% more funds holding

Funds holding: 1116 (+5)

1.13% more ownership

Funds ownership: 2.24%3.37% (+1.1%)

Holders
16
Holders Change
+5
Holders Change %
+45.45%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
2
Closed
2
Calls
$1.04M
Puts
$618K
Net Calls
+$421K
Net Calls Change
+$504K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$24.2M +$20M +324,776 +212%
Jane Street
2
Jane Street
New York
$1.34M +$1.64M +26,583 New
IAIM
3
International Assets Investment Management
Florida
$917K +$1.12M +18,150 New
Belvedere Trading
4
Belvedere Trading
Illinois
$415K +$344K +5,583 +213%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$378K +$272K +4,411 +144%
OMC
6
Old Mission Capital
Illinois
$200K -$445K -7,216 -65%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$154K +$43K +697 +30%
CAS
8
Coppell Advisory Solutions
Texas
$84K +$101K +1,645 New
IA
9
IFP Advisors
Florida
$15.2K +$14.8K +240 +400%
AWM
10
AE Wealth Management
Kansas
$10.1K +$12.3K +200 New
POIA
11
Pin Oak Investment Advisors
Texas
$1K
AIC
12
Archer Investment Corporation
Indiana
$557 +$679 +11 New
TAM
13
Tucker Asset Management
Colorado
$506 -$617 -10 -50%
TRCT
14
Tower Research Capital (TRC)
New York
$233 +$309 +5 New
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$202 +$247 +4 New
DFA
16
DHJJ Financial Advisors
Illinois
$142
Wells Fargo
17
Wells Fargo
California
$18
Fidelity Investments
18
Fidelity Investments
Massachusetts
$10
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
-$205K -2,773 Closed
NFSG
20
Newbridge Financial Services Group
Florida
-$3.18K -43 Closed

AMDY Hedge Fund Activity: Q4 2024 in Review

16 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in YieldMax AMD Option Income Strategy ETF (AMDY) for Q4 2024, worth a combined $27.7M — up 113% from $13M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AMDY positions and 2 closed out — a net gain of 5 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Tidal Investments, adding an estimated $20M. The largest seller was Old Mission Capital, cutting an estimated $445K.

  • 16 institutional investors held YieldMax AMD Option Income Strategy ETF (AMDY) as of Q4 2024, up from 11 in Q3 2024.
  • Funds reported $27.7M of YieldMax AMD Option Income Strategy ETF stock for Q4 2024, up 113% quarter-over-quarter.
  • 7 funds opened new YieldMax AMD Option Income Strategy ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
  • The largest YieldMax AMD Option Income Strategy ETF buyer in Q4 2024 was Tidal Investments, an estimated $20M added.
  • The largest YieldMax AMD Option Income Strategy ETF seller in Q4 2024 was Old Mission Capital, an estimated $445K sold.

Based on aggregated 13F filings for Q4 2024.