YieldMax AAPL Option Income Strategy ETF
APLY
10 hedge funds and large institutions have $2.2M invested in YieldMax AAPL Option Income Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
0.32% more ownership
Funds ownership: 3.86% → 4.18% (+0.32%)
3% less capital invested
Capital invested by funds: $2.27M → $2.2M (-$71.1K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$539K |
| 2 |
Simplex Trading
Chicago,
Illinois
|
+$30.4K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$20.1K |
| 4 |
Morgan Stanley
New York
|
+$5.75K |
| 5 |
EWM
EPG Wealth Management
Atlanta,
Georgia
|
+$5.56K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$354K |
| 2 |
Jane Street
New York
|
-$323K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$313K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$36.4K |
| 5 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
-$5.96K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1M | +$539K | +28,017 | +122% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $596K | -$313K | -16,281 | -35% |
|
|
ZF
3
Zega Financial
Palm Beach Gardens,
Florida
| $258K | +$253K | +13,133 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $214K | -$354K | -18,433 | -63% |
|
|
EWM
5
EPG Wealth Management
Atlanta,
Georgia
| $57.1K | +$5.56K | +289 | +10% |
|
|
6
Simplex Trading
Chicago,
Illinois
| $31K | +$30.4K | +1,583 | New |
|
|
ASN
7
Advisory Services Network
Atlanta,
Georgia
| $20.5K | +$20.1K | +1,044 | New |
|
|
8
Morgan Stanley
New York
| $11.8K | +$5.75K | +299 | +99% |
|
|
CAS
9
Coppell Advisory Solutions
Coppell,
Texas
| $5.29K | +$5.19K | +270 | New |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | +$1.92K | +100 | New |
|
|
11
Jane Street
New York
| – | -$323K | -17,353 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$36.4K | -1,953 | Closed |
|
|
TAM
13
Tucker Asset Management
Littleton,
Colorado
| – | -$5.96K | -320 | Closed |
|
APLY Hedge Fund Activity: Q4 2023 in Review
10 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in YieldMax AAPL Option Income Strategy ETF (APLY) for Q4 2023, worth a combined $2.2M — down 3.1% from $2.27M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new APLY positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $539K. The largest seller was Citadel Advisors, cutting an estimated $354K.
- 10 institutional investors held YieldMax AAPL Option Income Strategy ETF (APLY) as of Q4 2023, up from 8 in Q3 2023.
- Funds reported $2.2M of YieldMax AAPL Option Income Strategy ETF stock for Q4 2023, down 3.1% quarter-over-quarter.
- 5 funds opened new YieldMax AAPL Option Income Strategy ETF positions in Q4 2023 and 3 closed out, a net change of +2 holders.
- The largest YieldMax AAPL Option Income Strategy ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $539K added.
- The largest YieldMax AAPL Option Income Strategy ETF seller in Q4 2023 was Citadel Advisors, an estimated $354K sold.
Based on aggregated 13F filings for Q4 2023.