YieldMax AMZN Option Income Strategy ETF
AMZY
6 hedge funds and large institutions have $719K invested in YieldMax AMZN Option Income Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
161% more capital invested
Capital invested by funds: $276K → $719K (+$443K)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
50% more funds holding
Funds holding: 4 → 6 (+2)
0.56% more ownership
Funds ownership: 1.07% → 1.64% (+0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$339K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$19.7K |
| 3 |
EWM
EPG Wealth Management
Atlanta,
Georgia
|
+$7.11K |
| 4 |
Morgan Stanley
New York
|
+$411 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$224K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$20 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
1
Old Mission Capital
Chicago,
Illinois
| $353K | +$339K | +16,523 | New |
|
|
ZF
2
Zega Financial
Palm Beach Gardens,
Florida
| $279K | +$268K | +13,055 | New |
|
|
EWM
3
EPG Wealth Management
Atlanta,
Georgia
| $64.4K | +$7.11K | +346 | +14% |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $20.5K | +$19.7K | +960 | New |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
6
Morgan Stanley
New York
| $428 | +$411 | +20 | New |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$224K | -11,318 | Closed |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| – | -$20 | -1 | Closed |
|
AMZY Hedge Fund Activity: Q4 2023 in Review
6 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in YieldMax AMZN Option Income Strategy ETF (AMZY) for Q4 2023, worth a combined $719K — up 161% from $276K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AMZY positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $339K. The largest seller was Citadel Advisors, exiting entirely with an estimated $224K sold.
- 6 institutional investors held YieldMax AMZN Option Income Strategy ETF (AMZY) as of Q4 2023, up from 4 in Q3 2023.
- Funds reported $719K of YieldMax AMZN Option Income Strategy ETF stock for Q4 2023, up 161% quarter-over-quarter.
- 4 funds opened new YieldMax AMZN Option Income Strategy ETF positions in Q4 2023 and 2 closed out, a net change of +2 holders.
- The largest YieldMax AMZN Option Income Strategy ETF buyer in Q4 2023 was Old Mission Capital, an estimated $339K added.
- The largest YieldMax AMZN Option Income Strategy ETF seller in Q4 2023 was Citadel Advisors, an estimated $224K sold.
Based on aggregated 13F filings for Q4 2023.