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YieldMax META Option Income Strategy ETF

15 hedge funds and large institutions have $71.8M invested in YieldMax META Option Income Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

472% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $220K

0.06% more ownership

Funds ownership: 48.15%48.21% (+0.06%)

5% less capital invested

Capital invested by funds: $75.2M → $71.8M (-$3.44M)

6% less funds holding

Funds holding: 1615 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
1
Closed
6
Calls
$1.26M
Puts
$220K
Net Calls
+$1.04M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$68.2M +$7.12M +374,298 +10%
OMC
2
Old Mission Capital
Illinois
$1.32M +$1.55M +81,463 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$861K +$524K +27,586 +108%
CI
4
Cavalier Investments
Georgia
$552K +$324K +17,034 +100%
VWA
5
Visionary Wealth Advisors
Illinois
$411K +$65.4K +3,442 +16%
Citadel Advisors
6
Citadel Advisors
Florida
$298K +$350K +18,407 New
Bank of America
7
Bank of America
North Carolina
$87.5K +$95.8K +5,039 +1,366%
Morgan Stanley
8
Morgan Stanley
New York
$19.4K
Simplex Trading
9
Simplex Trading
Illinois
$12K +$247 +13 +2%
GWM
10
Geneos Wealth Management
Colorado
$10.6K +$12.5K +655 New
UBS Group
11
UBS Group
Switzerland
$3.71K +$4.35K +229 New
AWM
12
AE Wealth Management
Kansas
$3.45K -$93.9K -4,940 -96%
OWP
13
ORG Wealth Partners
Texas
$990 +$1.14K +60 New
TAM
14
Tucker Asset Management
Colorado
$65
Wells Fargo
15
Wells Fargo
California
$16
WAM
16
Worth Asset Management
Texas
-$471K -24,711 Closed
Jane Street
17
Jane Street
New York
-$207K -10,867 Closed
AFG
18
Albion Financial Group
Utah
-$3.26K -171 Closed
OP
19
ORG Partners
Indiana
-$1.14K -60 Closed
AIC
20
Archer Investment Corporation
Indiana
-$971 -51 Closed
Fidelity Investments
21
Fidelity Investments
Massachusetts
-$38 -2 Closed

FBY Hedge Fund Activity: Q1 2025 in Review

15 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in YieldMax META Option Income Strategy ETF (FBY) for Q1 2025, worth a combined $71.8M — down 4.6% from $75.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FBY and 5 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 6 added.

The largest buyer was Tidal Investments, adding an estimated $7.12M. The largest seller was Worth Asset Management, exiting entirely with an estimated $471K sold.

  • 15 institutional investors held YieldMax META Option Income Strategy ETF (FBY) as of Q1 2025, down from 16 in Q4 2024.
  • Funds reported $71.8M of YieldMax META Option Income Strategy ETF stock for Q1 2025, down 4.6% quarter-over-quarter.
  • 5 funds opened new YieldMax META Option Income Strategy ETF positions in Q1 2025 and 6 closed out, a net change of -1 holder.
  • The largest YieldMax META Option Income Strategy ETF buyer in Q1 2025 was Tidal Investments, an estimated $7.12M added.
  • The largest YieldMax META Option Income Strategy ETF seller in Q1 2025 was Worth Asset Management, an estimated $471K sold.

Based on aggregated 13F filings for Q1 2025.