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YieldMax AMZN Option Income Strategy ETF

26 hedge funds and large institutions have $73.9M invested in YieldMax AMZN Option Income Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

130% more capital invested

Capital invested by funds: $32.2M → $73.9M (+$41.7M)

86% more funds holding

Funds holding: 1426 (+12)

9.93% more ownership

Funds ownership: 18.49%28.42% (+9.9%)

67% less call options, than puts

Call options by funds: $126K | Put options by funds: $378K

Holders
26
Holders Change
+12
Holders Change %
+85.71%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
6
Reduced
1
Closed
2
Calls
$126K
Puts
$378K
Net Calls
-$252K
Net Calls Change
-$541K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$71.2M +$43.6M +2,224,748 +143%
Citadel Advisors
2
Citadel Advisors
Florida
$628K +$655K +33,411 New
OMC
3
Old Mission Capital
Illinois
$414K +$431K +21,994 New
VWA
4
Visionary Wealth Advisors
Illinois
$393K +$57K +2,908 +16%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$393K +$5.45K +278 +1%
CCG
6
Capital CS Group
California
$354K +$91.1K +4,652 +33%
CI
7
Cavalier Investments
Georgia
$301K +$313K +15,976 New
EWM
8
EPG Wealth Management
Georgia
$79.8K +$11.3K +575 +16%
SS
9
Sunbelt Securities
Texas
$62.1K
LFG
10
Larson Financial Group
Missouri
$37.6K
Simplex Trading
11
Simplex Trading
Illinois
$31K +$32.4K +1,653 New
CTA
12
Colonial Trust Advisors
South Carolina
$18.8K +$13.7K +700 +233%
Morgan Stanley
13
Morgan Stanley
New York
$15.9K
AWM
14
AE Wealth Management
Kansas
$12K +$12.5K +638 New
PS
15
Principal Securities
Iowa
$3.93K +$4.09K +209 New
PFT
16
Providence First Trust
Arizona
$3.76K +$3.92K +200 New
OC
17
Oarsman Capital
Wisconsin
$3.46K +$3.6K +184 New
AA
18
AlphaMark Advisors
Kentucky
$3K +$3.04K +155 New
AFG
19
Albion Financial Group
Utah
$2.67K +$2.78K +142 New
DFA
20
DHJJ Financial Advisors
Illinois
$1.69K
AIC
21
Archer Investment Corporation
Indiana
$1.04K +$1.1K +56 New
POIA
22
Pin Oak Investment Advisors
Texas
$1K
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$941 +$980 +50 New
FFA
24
Farther Finance Advisors
California
$113 +$118 +6 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$19 +$20 +1 New

AMZY Hedge Fund Activity: Q4 2024 in Review

26 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in YieldMax AMZN Option Income Strategy ETF (AMZY) for Q4 2024, worth a combined $73.9M — up 130% from $32.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AMZY positions and 2 closed out — a net gain of 12 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Tidal Investments, adding an estimated $43.6M. The largest seller was Jane Street, exiting entirely with an estimated $749K sold.

  • 26 institutional investors held YieldMax AMZN Option Income Strategy ETF (AMZY) as of Q4 2024, up from 14 in Q3 2024.
  • Funds reported $73.9M of YieldMax AMZN Option Income Strategy ETF stock for Q4 2024, up 130% quarter-over-quarter.
  • 14 funds opened new YieldMax AMZN Option Income Strategy ETF positions in Q4 2024 and 2 closed out, a net change of +12 holders.
  • The largest YieldMax AMZN Option Income Strategy ETF buyer in Q4 2024 was Tidal Investments, an estimated $43.6M added.
  • The largest YieldMax AMZN Option Income Strategy ETF seller in Q4 2024 was Jane Street, an estimated $749K sold.

Based on aggregated 13F filings for Q4 2024.