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YieldMax AMZN Option Income Strategy ETF

21 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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
1
Closed
9
Calls
$522K
Puts
$332K
Net Calls
+$190K
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Shares
Change %
TI
1
Tidal Investments
Wisconsin
$82.5M +$14.1M +870,517 +21%
VWA
2
Visionary Wealth Advisors
Illinois
$441K +$44.9K +2,765 +11%
CCG
3
Capital CS Group
California
$407K +$407K +25,054 New
CI
4
Cavalier Investments
Georgia
$273K -$263K -16,203 -49%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$253K +$253K +15,569 New
Belvedere Trading
6
Belvedere Trading
Illinois
$168K +$168K +10,359 New
PS
7
Principal Securities
Iowa
$142K +$139K +8,552 +4,092%
WCM
8
Westend Capital Management
California
$72K +$2.34K +144 +3%
SS
9
Sunbelt Securities
Texas
$61.6K +$7.66K +407 +14%
CIAS
10
Capital Investment Advisory Services
North Carolina
$58.9K +$58.9K +3,625 New
LFG
11
Larson Financial Group
Missouri
$32.5K
Group One Trading
12
Group One Trading
Illinois
$21.6K +$4.88K +300 +29%
SPIA
13
Steward Partners Investment Advisory
New York
$20.6K +$20.6K +1,270 New
CTA
14
Colonial Trust Advisors
South Carolina
$16.3K
Morgan Stanley
15
Morgan Stanley
New York
$13.7K
BHWM
16
Beaird Harris Wealth Management
Texas
$4.47K
Raymond James Financial
17
Raymond James Financial
Florida
$2.03K +$2.03K +125 New
DFA
18
DHJJ Financial Advisors
Illinois
$1.46K
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$1.14K
AWM
20
AE Wealth Management
Kansas
$163
Wells Fargo
21
Wells Fargo
California
$22
Citadel Advisors
22
Citadel Advisors
Florida
-$804K -50,120 Closed
OMC
23
Old Mission Capital
Illinois
-$755K -47,080 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$734K -45,755 Closed
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
-$366K -22,803 Closed