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YieldMax AAPL Option Income Strategy ETF

20 hedge funds and large institutions have $74.8M invested in YieldMax AAPL Option Income Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

124% more capital invested

Capital invested by funds: $33.3M → $74.8M (+$41.4M)

69% more call options, than puts

Call options by funds: $27K | Put options by funds: $16K

33% more funds holding

Funds holding: 1520 (+5)

19.01% more ownership

Funds ownership: 37.77%56.79% (+19%)

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
2
Closed
3
Calls
$27K
Puts
$16K
Net Calls
+$11K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$72.2M +$40.5M +2,262,474 +130%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$606K +$357K +19,927 +146%
CI
3
Cavalier Investments
Georgia
$339K +$336K +18,785 New
Citadel Advisors
4
Citadel Advisors
Florida
$322K +$319K +17,822 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$244K -$19.8K -1,107 -8%
KWM
6
Keebeck Wealth Management
Illinois
$241K
Jane Street
7
Jane Street
New York
$235K -$298K -16,629 -56%
ZI
8
ZEGA Investments
Florida
$162K +$183K +10,206 New
SS
9
Sunbelt Securities
Texas
$138K
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$127K
EWM
11
EPG Wealth Management
Georgia
$69.8K +$4.1K +229 +6%
Group One Trading
12
Group One Trading
Illinois
$28.9K +$28.7K +1,600 New
Morgan Stanley
13
Morgan Stanley
New York
$5.45K +$18 +1 +0.3%
AWM
14
AE Wealth Management
Kansas
$3.61K +$3.58K +200 New
CAS
15
Coppell Advisory Solutions
Texas
$3.02K
AFG
16
Albion Financial Group
Utah
$2.92K +$2.9K +162 New
UBS Group
17
UBS Group
Switzerland
$1.26K +$1.25K +70 New
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$938 +$931 +52 New
Wells Fargo
19
Wells Fargo
California
$32 +$18 +1 +100%
CA
20
Crewe Advisors
Utah
-$5.46K -300 Closed
AA
21
Ancora Advisors
Ohio
-$2.28K -125 Closed
CA
22
CoreCap Advisors
Michigan
-$351 -19 Closed

APLY Hedge Fund Activity: Q4 2024 in Review

20 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in YieldMax AAPL Option Income Strategy ETF (APLY) for Q4 2024, worth a combined $74.8M — up 124% from $33.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new APLY positions and 3 closed out — a net gain of 5 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Tidal Investments, adding an estimated $40.5M. The largest seller was Jane Street, cutting an estimated $298K.

  • 20 institutional investors held YieldMax AAPL Option Income Strategy ETF (APLY) as of Q4 2024, up from 15 in Q3 2024.
  • Funds reported $74.8M of YieldMax AAPL Option Income Strategy ETF stock for Q4 2024, up 124% quarter-over-quarter.
  • 8 funds opened new YieldMax AAPL Option Income Strategy ETF positions in Q4 2024 and 3 closed out, a net change of +5 holders.
  • The largest YieldMax AAPL Option Income Strategy ETF buyer in Q4 2024 was Tidal Investments, an estimated $40.5M added.
  • The largest YieldMax AAPL Option Income Strategy ETF seller in Q4 2024 was Jane Street, an estimated $298K sold.

Based on aggregated 13F filings for Q4 2024.