YieldMax AMZN Option Income Strategy ETF
AMZY
11 hedge funds and large institutions have $9.46M invested in YieldMax AMZN Option Income Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
1,215% more capital invested
Capital invested by funds: $719K → $9.46M (+$8.74M)
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
83% more funds holding
Funds holding: 6 → 11 (+5)
13.59% more ownership
Funds ownership: 1.64% → 15.23% (+14%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$8.6M |
| 2 |
VL
Vima LLC
Troy,
Michigan
|
+$22.1K |
| 3 |
PMFA
Plante Moran Financial Advisors
Southfield,
Michigan
|
+$11.4K |
| 4 |
CG
Cutler Group
San Francisco,
California
|
+$2.21K |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$2.21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$353K |
| 2 |
ZF
Zega Financial
Palm Beach Gardens,
Florida
|
-$67.8K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$20.5K |
| 4 |
Morgan Stanley
New York
|
-$221 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $9.13M | +$8.6M | +388,603 | New |
|
|
ZF
2
Zega Financial
Palm Beach Gardens,
Florida
| $235K | -$67.8K | -3,065 | -23% |
|
|
EWM
3
EPG Wealth Management
Atlanta,
Georgia
| $70.1K | +$1.84K | +83 | +3% |
|
|
PMFA
4
Plante Moran Financial Advisors
Southfield,
Michigan
| $12.1K | +$11.4K | +514 | New |
|
|
5
National Bank of Canada
Montreal,
Quebec, Canada
| $2.32K | +$2.21K | +100 | New |
|
|
DFA
6
DHJJ Financial Advisors
Naperville,
Illinois
| $2.12K | +$1.99K | +90 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
CG
8
Cutler Group
San Francisco,
California
| $2K | +$2.21K | +100 | New |
|
|
CA
9
CoreCap Advisors
Southfield,
Michigan
| $302 | +$288 | +13 | New |
|
|
10
Morgan Stanley
New York
| $235 | -$221 | -10 | -50% |
|
|
VL
11
Vima LLC
Troy,
Michigan
| $17 | +$22.1K | +1,000 | New |
|
|
OMC
12
Old Mission Capital
Chicago,
Illinois
| – | -$353K | -16,523 | Closed |
|
|
ASN
13
Advisory Services Network
Atlanta,
Georgia
| – | -$20.5K | -960 | Closed |
|
AMZY Hedge Fund Activity: Q1 2024 in Review
11 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in YieldMax AMZN Option Income Strategy ETF (AMZY) for Q1 2024, worth a combined $9.46M — up 1,215% from $719K a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AMZY positions and 2 closed out — a net gain of 5 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Tidal Investments, opening a new position worth an estimated $8.6M. The largest seller was Old Mission Capital, exiting entirely with an estimated $353K sold.
- 11 institutional investors held YieldMax AMZN Option Income Strategy ETF (AMZY) as of Q1 2024, up from 6 in Q4 2023.
- Funds reported $9.46M of YieldMax AMZN Option Income Strategy ETF stock for Q1 2024, up 1,215% quarter-over-quarter.
- 7 funds opened new YieldMax AMZN Option Income Strategy ETF positions in Q1 2024 and 2 closed out, a net change of +5 holders.
- The largest YieldMax AMZN Option Income Strategy ETF buyer in Q1 2024 was Tidal Investments, an estimated $8.6M added.
- The largest YieldMax AMZN Option Income Strategy ETF seller in Q1 2024 was Old Mission Capital, an estimated $353K sold.
Based on aggregated 13F filings for Q1 2024.