YieldMax AAPL Option Income Strategy ETF
APLY
8 hedge funds and large institutions have $2.27M invested in YieldMax AAPL Option Income Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
214% more capital invested
Capital invested by funds: $722K → $2.27M (+$1.55M)
167% more funds holding
Funds holding: 3 → 8 (+5)
2.73% less ownership
Funds ownership: 6.6% → 3.86% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$605K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$474K |
| 3 |
Jane Street
New York
|
+$358K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$316K |
| 5 |
EWM
EPG Wealth Management
Atlanta,
Georgia
|
+$58.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$5.75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
1
Old Mission Capital
Chicago,
Illinois
| $869K | +$316K | +15,315 | +49% |
|
|
2
Citadel Advisors
Miami,
Florida
| $547K | +$605K | +29,341 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $428K | +$474K | +22,964 | New |
|
|
4
Jane Street
New York
| $323K | +$358K | +17,353 | New |
|
|
EWM
5
EPG Wealth Management
Atlanta,
Georgia
| $52.8K | +$58.4K | +2,833 | New |
|
6
UBS Group
Zurich,
Switzerland
| $36.4K | +$40.3K | +1,953 | New |
|
|
TAM
7
Tucker Asset Management
Littleton,
Colorado
| $5.96K | +$4.54K | +220 | +220% |
|
8
Morgan Stanley
New York
| $5.61K | +$6.21K | +301 | New |
|
|
CAS
9
Coppell Advisory Solutions
Coppell,
Texas
| – | -$5.75K | -254 | Closed |
|
APLY Hedge Fund Activity: Q3 2023 in Review
8 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in YieldMax AAPL Option Income Strategy ETF (APLY) for Q3 2023, worth a combined $2.27M — up 214% from $722K a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new APLY positions and 1 closed out — a net gain of 5 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $605K. The largest seller was Coppell Advisory Solutions, exiting entirely with an estimated $5.75K sold.
- 8 institutional investors held YieldMax AAPL Option Income Strategy ETF (APLY) as of Q3 2023, up from 3 in Q2 2023.
- Funds reported $2.27M of YieldMax AAPL Option Income Strategy ETF stock for Q3 2023, up 214% quarter-over-quarter.
- 6 funds opened new YieldMax AAPL Option Income Strategy ETF positions in Q3 2023 and 1 closed out, a net change of +5 holders.
- The largest YieldMax AAPL Option Income Strategy ETF buyer in Q3 2023 was Citadel Advisors, an estimated $605K added.
- The largest YieldMax AAPL Option Income Strategy ETF seller in Q3 2023 was Coppell Advisory Solutions, an estimated $5.75K sold.
Based on aggregated 13F filings for Q3 2023.