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YieldMax AMZN Option Income Strategy ETF
AMZY

33 hedge funds and large institutions have $64.9M invested in YieldMax AMZN Option Income Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.4% less ownership

Funds ownership: 31.81% → 29.42% (-2.4%)

13% less funds holding

Funds holding: 38 → 33 (-5)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

27% less capital invested

Capital invested by funds: $88.6M → $64.9M (-$23.6M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
33
Holders Change
-5
Holders Change %
-13.16%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
11
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$440K
2
US Bancorp
US Bancorp
Minnesota
+$78.1K
3
CI
Cavalier Investments
Georgia
+$76.5K
4
WCM
Westend Capital Management
California
+$73.4K
5
ZI
ZEGA Investments
Florida
+$73.1K

Top Sellers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
-$6.23M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.42M
3
MCA
McGuire Capital Advisors
Oklahoma
-$898K
4
Jane Street
Jane Street
New York
-$730K
5
SWM
SeaCrest Wealth Management
New York
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
26
NBC Securities
Alabama
$12.8K +$13.9K +1,161 New
CTA
27
Colonial Trust Advisors
South Carolina
$11K – – –
SWM
28
Spire Wealth Management
Virginia
$1.83K +$1.99K +166 New
DFA
29
DHJJ Financial Advisors
Illinois
$992 – – –
Morgan Stanley
30
Morgan Stanley
New York
$771 +$841 +70 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$298 -$192 -16 -37%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$220 – – –
Wells Fargo
33
Wells Fargo
California
$12 +$12 +1 New
Jane Street
34
Jane Street
New York
– -$730K -54,934 Closed
SWM
35
SeaCrest Wealth Management
New York
– -$358K -26,325 Closed
MWM
36
Meadowbrook Wealth Management
New York
– -$216K -16,243 Closed
HF
37
HRT Financial
New York
– -$159K -12,047 Closed
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
– -$141K -10,621 Closed
PS
39
Principal Securities
Iowa
– -$141K -10,621 Closed
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
– -$140K -10,505 Closed
Group One Trading
41
Group One Trading
Illinois
– -$29.2K -2,200 Closed
IAIM
42
International Assets Investment Management
Florida
– -$26.6K -2,000 Closed
GAFA
43
Garton & Associates Financial Advisors
Kentucky
– -$16.3K -1,230 Closed
Simplex Trading
44
Simplex Trading
Illinois
– -$11.8K -887 Closed
SC
45
Swan Capital
Florida
– -$1.66K -125 Closed
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AMZY Hedge Fund Activity: Q1 2026 in Review

33 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in YieldMax AMZN Option Income Strategy ETF (AMZY) for Q1 2026, worth a combined $64.9M — down 27% from $88.6M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AMZY and 7 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was Citadel Advisors, adding an estimated $440K. The largest seller was Tidal Investments, cutting an estimated $6.23M.

  • 33 institutional investors held YieldMax AMZN Option Income Strategy ETF (AMZY) as of Q1 2026, down from 38 in Q4 2025.
  • Funds reported $64.9M of YieldMax AMZN Option Income Strategy ETF stock for Q1 2026, down 27% quarter-over-quarter.
  • 7 funds opened new YieldMax AMZN Option Income Strategy ETF positions in Q1 2026 and 12 closed out, a net change of -5 holders.
  • The largest YieldMax AMZN Option Income Strategy ETF buyer in Q1 2026 was Citadel Advisors, an estimated $440K added.
  • The largest YieldMax AMZN Option Income Strategy ETF seller in Q1 2026 was Tidal Investments, an estimated $6.23M sold.

Based on aggregated 13F filings for Q1 2026.