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YieldMax AAPL Option Income Strategy ETF

18 hedge funds and large institutions have $82.1M invested in YieldMax AAPL Option Income Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

13% more funds holding

Funds holding: 1618 (+2)

6% more capital invested

Capital invested by funds: $77.1M → $82.1M (+$5M)

1.75% more ownership

Funds ownership: 59.83%61.58% (+1.7%)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$81.4M +$17.8M +1,343,623 +27%
CI
2
Cavalier Investments
Georgia
$253K -$238K -17,959 -48%
Citadel Advisors
3
Citadel Advisors
Florida
$143K -$145K -10,919 -50%
SS
4
Sunbelt Securities
Texas
$137K +$6.57K +496 +7%
AF
5
Allworth Financial
California
$55.5K +$57.1K +4,313 New
SPIA
6
Steward Partners Investment Advisory
New York
$26.5K +$27.2K +2,056 New
Group One Trading
7
Group One Trading
Illinois
$19.3K -$3.97K -300 -17%
UBS Group
8
UBS Group
Switzerland
$18K +$17.2K +1,300 +1,300%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12K -$92.7K -7,000 -88%
Morgan Stanley
10
Morgan Stanley
New York
$9K
AAS
11
Ameritas Advisory Services
Nebraska
$8.35K +$8.59K +649 New
JP Morgan Chase
12
JP Morgan Chase
New York
$6.43K +$6.62K +500 New
AWM
13
AE Wealth Management
Kansas
$2.57K
Raymond James Financial
14
Raymond James Financial
Florida
$1.29K +$1.32K +100 New
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$669 -$397 -30 -37%
HI
16
Harbour Investments
Wisconsin
$55 +$53 +4 New
Wells Fargo
17
Wells Fargo
California
$11
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$260K -17,201 Closed
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
-$216K -14,292 Closed
ZI
20
ZEGA Investments
Florida
-$170K -11,229 Closed
EWM
21
EPG Wealth Management
Georgia
-$62.1K -4,115 Closed

APLY Hedge Fund Activity: Q2 2025 in Review

18 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in YieldMax AAPL Option Income Strategy ETF (APLY) for Q2 2025, worth a combined $82.1M — up 6.5% from $77.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new APLY positions and 4 closed out — a net gain of 2 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Tidal Investments, adding an estimated $17.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $260K sold.

  • 18 institutional investors held YieldMax AAPL Option Income Strategy ETF (APLY) as of Q2 2025, up from 16 in Q1 2025.
  • Funds reported $82.1M of YieldMax AAPL Option Income Strategy ETF stock for Q2 2025, up 6.5% quarter-over-quarter.
  • 6 funds opened new YieldMax AAPL Option Income Strategy ETF positions in Q2 2025 and 4 closed out, a net change of +2 holders.
  • The largest YieldMax AAPL Option Income Strategy ETF buyer in Q2 2025 was Tidal Investments, an estimated $17.8M added.
  • The largest YieldMax AAPL Option Income Strategy ETF seller in Q2 2025 was Susquehanna International Group, an estimated $260K sold.

Based on aggregated 13F filings for Q2 2025.