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YieldMax AAPL Option Income Strategy ETF
APLY

15 hedge funds and large institutions have $33.3M invested in YieldMax AAPL Option Income Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

32% more capital invested

Capital invested by funds: $25.3M → $33.3M (+$8.02M)

25% more funds holding

Funds holding: 12 → 15 (+3)

4% more ownership

Funds ownership: 33.77% → 37.77% (+4%)

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
+$6.79M
2
Jane Street
Jane Street
New York
+$532K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$245K
4
KWM
Keebeck Wealth Management
Illinois
+$240K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$125K

Top Sellers

Rank Fund Capital Flow
1
ZF
Zega Financial
Florida
-$248K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.88K
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$18
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1
Tidal Investments
Wisconsin
$31.7M +$6.79M +378,813 +28%
Jane Street
2
Jane Street
New York
$540K +$532K +29,661 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$267K -$1.88K -105 -0.7%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$249K +$245K +13,674 New
KWM
5
Keebeck Wealth Management
Illinois
$243K +$240K +13,370 New
SS
6
Sunbelt Securities
Texas
$138K +$81.7K +4,560 +151%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$128K +$125K +7,000 +33,333%
EWM
8
EPG Wealth Management
Georgia
$66.2K +$65.2K +3,639 New
Morgan Stanley
9
Morgan Stanley
New York
$5.49K – – –
CA
10
Crewe Advisors
Utah
$5.46K +$5.38K +300 New
CAS
11
Coppell Advisory Solutions
Texas
$3.02K +$36 +2 +1%
AA
12
Ancora Advisors
Ohio
$2.28K +$125 +7 +6%
CA
13
CoreCap Advisors
Michigan
$351 +$18 +1 +6%
Wells Fargo
14
Wells Fargo
California
$26 – – –
ZF
15
Zega Financial
Florida
– -$248K -13,703 Closed
Fidelity Investments
16
Fidelity Investments
Massachusetts
– -$18 -1 Closed

APLY Hedge Fund Activity: Q3 2024 in Review

15 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in YieldMax AAPL Option Income Strategy ETF (APLY) for Q3 2024, worth a combined $33.3M — up 32% from $25.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new APLY positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Tidal Investments, adding an estimated $6.79M. The largest seller was Zega Financial, exiting entirely with an estimated $248K sold.

  • 15 institutional investors held YieldMax AAPL Option Income Strategy ETF (APLY) as of Q3 2024, up from 12 in Q2 2024.
  • Funds reported $33.3M of YieldMax AAPL Option Income Strategy ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 5 funds opened new YieldMax AAPL Option Income Strategy ETF positions in Q3 2024 and 2 closed out, a net change of +3 holders.
  • The largest YieldMax AAPL Option Income Strategy ETF buyer in Q3 2024 was Tidal Investments, an estimated $6.79M added.
  • The largest YieldMax AAPL Option Income Strategy ETF seller in Q3 2024 was Zega Financial, an estimated $248K sold.

Based on aggregated 13F filings for Q3 2024.