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YieldMax META Option Income Strategy ETF

16 hedge funds and large institutions have $75.2M invested in YieldMax META Option Income Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more capital invested

Capital invested by funds: $33.4M → $75.2M (+$41.8M)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

33% more funds holding

Funds holding: 1216 (+4)

10.76% less ownership

Funds ownership: 58.91%48.15% (-11%)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
4
Reduced
Closed
5
Calls
$31K
Puts
Net Calls
+$31K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$73.2M +$43.9M +2,260,011 +143%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$488K +$4.79K +247 +1%
WAM
3
Worth Asset Management
Texas
$471K +$480K +24,711 New
VWA
4
Visionary Wealth Advisors
Illinois
$419K +$43.5K +2,239 +11%
CI
5
Cavalier Investments
Georgia
$325K +$331K +17,065 New
Jane Street
6
Jane Street
New York
$207K +$211K +10,867 New
AWM
7
AE Wealth Management
Kansas
$98.2K +$100K +5,153 New
Morgan Stanley
8
Morgan Stanley
New York
$22.9K
Simplex Trading
9
Simplex Trading
Illinois
$14K +$9.73K +501 +196%
Bank of America
10
Bank of America
North Carolina
$7.03K +$7.16K +369 New
AFG
11
Albion Financial Group
Utah
$3.26K +$3.32K +171 New
OP
12
ORG Partners
Indiana
$1.14K +$1.17K +60 New
AIC
13
Archer Investment Corporation
Indiana
$971 +$990 +51 New
TAM
14
Tucker Asset Management
Colorado
$76
Fidelity Investments
15
Fidelity Investments
Massachusetts
$38 +$39 +2 New
Wells Fargo
16
Wells Fargo
California
$27
IAIM
17
International Assets Investment Management
Florida
-$88.4K -1,393,526 Closed
SI
18
Stephens Inc
Arkansas
-$606K -30,400 Closed
HighTower Advisors
19
HighTower Advisors
Illinois
-$199K -10,000 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$55.8K -2,801 Closed
CA
21
CoreCap Advisors
Michigan
-$158 -8 Closed

FBY Hedge Fund Activity: Q4 2024 in Review

16 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in YieldMax META Option Income Strategy ETF (FBY) for Q4 2024, worth a combined $75.2M — up 125% from $33.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBY positions and 5 closed out — a net gain of 4 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Tidal Investments, adding an estimated $43.9M. The largest seller was Stephens Inc, exiting entirely with an estimated $606K sold.

  • 16 institutional investors held YieldMax META Option Income Strategy ETF (FBY) as of Q4 2024, up from 12 in Q3 2024.
  • Funds reported $75.2M of YieldMax META Option Income Strategy ETF stock for Q4 2024, up 125% quarter-over-quarter.
  • 9 funds opened new YieldMax META Option Income Strategy ETF positions in Q4 2024 and 5 closed out, a net change of +4 holders.
  • The largest YieldMax META Option Income Strategy ETF buyer in Q4 2024 was Tidal Investments, an estimated $43.9M added.
  • The largest YieldMax META Option Income Strategy ETF seller in Q4 2024 was Stephens Inc, an estimated $606K sold.

Based on aggregated 13F filings for Q4 2024.