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YieldMax AMZN Option Income Strategy ETF

24 hedge funds and large institutions have $71.4M invested in YieldMax AMZN Option Income Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

1% more call options, than puts

Call options by funds: $236K | Put options by funds: $234K

0.33% more ownership

Funds ownership: 28.42%28.75% (+0.33%)

3% less capital invested

Capital invested by funds: $73.9M → $71.4M (-$2.55M)

8% less funds holding

Funds holding: 2624 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
3
Closed
6
Calls
$236K
Puts
$234K
Net Calls
+$2K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$67.5M +$7.7M +424,042 +11%
Citadel Advisors
2
Citadel Advisors
Florida
$804K +$304K +16,709 +50%
OMC
3
Old Mission Capital
Illinois
$755K +$456K +25,086 +114%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$734K +$831K +45,755 New
CI
5
Cavalier Investments
Georgia
$529K +$309K +17,026 +107%
VWA
6
Visionary Wealth Advisors
Illinois
$391K +$63.4K +3,488 +17%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$366K +$34.4K +1,892 +9%
EWM
8
EPG Wealth Management
Georgia
$73.4K +$6K +330 +8%
WCM
9
Westend Capital Management
California
$68.8K +$77.9K +4,289 New
SS
10
Sunbelt Securities
Texas
$46K -$7.39K -407 -12%
LFG
11
Larson Financial Group
Missouri
$32.1K
Simplex Trading
12
Simplex Trading
Illinois
$19K -$7.89K -434 -26%
Group One Trading
13
Group One Trading
Illinois
$16.5K +$18.7K +1,028 New
CTA
14
Colonial Trust Advisors
South Carolina
$16K
Osaic Holdings
15
Osaic Holdings
Arizona
$16K +$18.2K +1,000 New
Morgan Stanley
16
Morgan Stanley
New York
$13.5K
BHWM
17
Beaird Harris Wealth Management
Texas
$4.41K +$5K +275 New
PS
18
Principal Securities
Iowa
$3.93K
DFA
19
DHJJ Financial Advisors
Illinois
$1.44K
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$1.12K +$363 +20 +40%
POIA
21
Pin Oak Investment Advisors
Texas
$1K
AWM
22
AE Wealth Management
Kansas
$160 -$11.4K -628 -98%
FFA
23
Farther Finance Advisors
California
$97
Wells Fargo
24
Wells Fargo
California
$21
CCG
25
Capital CS Group
California
-$354K -18,793 Closed

AMZY Hedge Fund Activity: Q1 2025 in Review

24 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in YieldMax AMZN Option Income Strategy ETF (AMZY) for Q1 2025, worth a combined $71.4M — down 3.4% from $73.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of AMZY and 5 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 8 added.

The largest buyer was Tidal Investments, adding an estimated $7.7M. The largest seller was Capital CS Group, exiting entirely with an estimated $354K sold.

  • 24 institutional investors held YieldMax AMZN Option Income Strategy ETF (AMZY) as of Q1 2025, down from 26 in Q4 2024.
  • Funds reported $71.4M of YieldMax AMZN Option Income Strategy ETF stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 5 funds opened new YieldMax AMZN Option Income Strategy ETF positions in Q1 2025 and 6 closed out, a net change of -1 holder.
  • The largest YieldMax AMZN Option Income Strategy ETF buyer in Q1 2025 was Tidal Investments, an estimated $7.7M added.
  • The largest YieldMax AMZN Option Income Strategy ETF seller in Q1 2025 was Capital CS Group, an estimated $354K sold.

Based on aggregated 13F filings for Q1 2025.