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YieldMax AMZN Option Income Strategy ETF

33 hedge funds and large institutions have $64.9M invested in YieldMax AMZN Option Income Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.4% less ownership

Funds ownership: 31.81%29.42% (-2.4%)

13% less funds holding

Funds holding: 3833 (-5)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

27% less capital invested

Capital invested by funds: $88.6M → $64.9M (-$23.6M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
33
Holders Change
-5
Holders Change %
-13.16%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$59.3M -$6.23M -518,503 -9%
Citadel Advisors
2
Citadel Advisors
Florida
$813K +$440K +36,631 +99%
SI
3
Stirlingshire Investments
New York
$765K -$19.2K -1,601 -2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$542K -$1.42M -118,124 -71%
OMC
5
Old Mission Capital
Illinois
$522K -$162K -13,515 -22%
VWA
6
Visionary Wealth Advisors
Illinois
$411K +$38.4K +3,195 +9%
CI
7
Cavalier Investments
Georgia
$387K +$76.5K +6,372 +22%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$326K +$64.4K +5,364 +22%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$294K -$25.9K -2,158 -7%
CCG
10
Capital CS Group
California
$291K -$4.72K -393 -1%
ZI
11
ZEGA Investments
Florida
$260K +$73.1K +6,089 +35%
WCM
12
Westend Capital Management
California
$231K +$73.4K +6,109 +41%
PI
13
PFG Investments
New York
$181K -$61.7K -5,140 -24%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$110K
TCM
15
Traynor Capital Management
Pennsylvania
$107K
US Bancorp
16
US Bancorp
Minnesota
$71.6K +$78.1K +6,500 New
IA
17
IFP Advisors
Florida
$50.7K +$7.21K +600 +15%
CIAS
18
Capital Investment Advisory Services
North Carolina
$39.9K
Osaic Holdings
19
Osaic Holdings
Arizona
$38.6K -$7.82K -651 -16%
SPIA
20
Steward Partners Investment Advisory
New York
$30.4K +$7.23K +602 +28%
MCA
21
McGuire Capital Advisors
Oklahoma
$28.7K -$898K -74,750 -97%
UBS Group
22
UBS Group
Switzerland
$22.4K -$12.1K -1,006 -33%
HI
23
Harbour Investments
Wisconsin
$19.9K +$17.8K +1,480 +454%
JP Morgan Chase
24
JP Morgan Chase
New York
$18.9K +$21.1K +1,759 New
NFSG
25
Newbridge Financial Services Group
Florida
$17.6K +$19.2K +1,600 New

AMZY Hedge Fund Activity: Q1 2026 in Review

33 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in YieldMax AMZN Option Income Strategy ETF (AMZY) for Q1 2026, worth a combined $64.9M — down 27% from $88.6M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AMZY and 7 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was Citadel Advisors, adding an estimated $440K. The largest seller was Tidal Investments, cutting an estimated $6.23M.

  • 33 institutional investors held YieldMax AMZN Option Income Strategy ETF (AMZY) as of Q1 2026, down from 38 in Q4 2025.
  • Funds reported $64.9M of YieldMax AMZN Option Income Strategy ETF stock for Q1 2026, down 27% quarter-over-quarter.
  • 7 funds opened new YieldMax AMZN Option Income Strategy ETF positions in Q1 2026 and 12 closed out, a net change of -5 holders.
  • The largest YieldMax AMZN Option Income Strategy ETF buyer in Q1 2026 was Citadel Advisors, an estimated $440K added.
  • The largest YieldMax AMZN Option Income Strategy ETF seller in Q1 2026 was Tidal Investments, an estimated $6.23M sold.

Based on aggregated 13F filings for Q1 2026.