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YieldMax AMZN Option Income Strategy ETF

22 hedge funds and large institutions have $84.5M invested in YieldMax AMZN Option Income Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

57% more call options, than puts

Call options by funds: $522K | Put options by funds: $332K

18% more capital invested

Capital invested by funds: $71.4M → $84.5M (+$13.1M)

1.19% more ownership

Funds ownership: 28.75%29.94% (+1.2%)

8% less funds holding

Funds holding: 2422 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
1
Closed
8
Calls
$522K
Puts
$332K
Net Calls
+$190K
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$82.5M +$13.6M +870,517 +21%
VWA
2
Visionary Wealth Advisors
Illinois
$441K +$43.2K +2,765 +11%
CCG
3
Capital CS Group
California
$407K +$391K +25,054 New
CI
4
Cavalier Investments
Georgia
$273K -$253K -16,203 -49%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$253K +$243K +15,569 New
Belvedere Trading
6
Belvedere Trading
Illinois
$168K +$162K +10,359 New
PS
7
Principal Securities
Iowa
$142K +$134K +8,552 +4,092%
WCM
8
Westend Capital Management
California
$72K +$2.25K +144 +3%
SS
9
Sunbelt Securities
Texas
$61.6K +$6.36K +407 +14%
CIAS
10
Capital Investment Advisory Services
North Carolina
$58.9K +$56.6K +3,625 New
LFG
11
Larson Financial Group
Missouri
$32.5K
Group One Trading
12
Group One Trading
Illinois
$21.6K +$4.68K +300 +29%
SPIA
13
Steward Partners Investment Advisory
New York
$20.6K +$19.8K +1,270 New
CTA
14
Colonial Trust Advisors
South Carolina
$16.3K
Osaic Holdings
15
Osaic Holdings
Arizona
$16.3K
Morgan Stanley
16
Morgan Stanley
New York
$13.7K
BHWM
17
Beaird Harris Wealth Management
Texas
$4.47K
Raymond James Financial
18
Raymond James Financial
Florida
$2.03K +$1.95K +125 New
DFA
19
DHJJ Financial Advisors
Illinois
$1.46K
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$1.14K
AWM
21
AE Wealth Management
Kansas
$163
Wells Fargo
22
Wells Fargo
California
$22
Citadel Advisors
23
Citadel Advisors
Florida
-$783K -50,120 Closed
OMC
24
Old Mission Capital
Illinois
-$755K -47,080 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$734K -45,755 Closed

AMZY Hedge Fund Activity: Q2 2025 in Review

22 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in YieldMax AMZN Option Income Strategy ETF (AMZY) for Q2 2025, worth a combined $84.5M — up 18% from $71.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AMZY and 6 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 6 added.

The largest buyer was Tidal Investments, adding an estimated $13.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $783K sold.

  • 22 institutional investors held YieldMax AMZN Option Income Strategy ETF (AMZY) as of Q2 2025, down from 24 in Q1 2025.
  • Funds reported $84.5M of YieldMax AMZN Option Income Strategy ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 6 funds opened new YieldMax AMZN Option Income Strategy ETF positions in Q2 2025 and 8 closed out, a net change of -2 holders.
  • The largest YieldMax AMZN Option Income Strategy ETF buyer in Q2 2025 was Tidal Investments, an estimated $13.6M added.
  • The largest YieldMax AMZN Option Income Strategy ETF seller in Q2 2025 was Citadel Advisors, an estimated $783K sold.

Based on aggregated 13F filings for Q2 2025.