YieldMax GOOGL Option Income Strategy ETF
GOOY
7 hedge funds and large institutions have $543K invested in YieldMax GOOGL Option Income Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
40% more funds holding
Funds holding: 5 → 7 (+2)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
5.59% less ownership
Funds ownership: 8.49% → 2.9% (-5.6%)
61% less capital invested
Capital invested by funds: $1.39M → $543K (-$851K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$20K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.14K |
| 3 |
EWM
EPG Wealth Management
Atlanta,
Georgia
|
+$5.45K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$19 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$802K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$290K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$297 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZF
1
Zega Financial
Palm Beach Gardens,
Florida
| $245K | +$255K | +13,367 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $215K | -$290K | -15,226 | -56% |
|
|
EWM
3
EPG Wealth Management
Atlanta,
Georgia
| $53.8K | +$5.45K | +286 | +10% |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $19.2K | +$20K | +1,047 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $7.82K | +$8.14K | +427 | New |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
7
Wells Fargo
San Francisco,
California
| $10 | +$19 | +1 | New |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| – | -$802K | -40,511 | Closed |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| – | -$297 | -15 | Closed |
|
GOOY Hedge Fund Activity: Q4 2023 in Review
7 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in YieldMax GOOGL Option Income Strategy ETF (GOOY) for Q4 2023, worth a combined $543K — down 61% from $1.39M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new GOOY positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Advisory Services Network, opening a new position worth an estimated $20K. The largest seller was Old Mission Capital, exiting entirely with an estimated $802K sold.
- 7 institutional investors held YieldMax GOOGL Option Income Strategy ETF (GOOY) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $543K of YieldMax GOOGL Option Income Strategy ETF stock for Q4 2023, down 61% quarter-over-quarter.
- 4 funds opened new YieldMax GOOGL Option Income Strategy ETF positions in Q4 2023 and 2 closed out, a net change of +2 holders.
- The largest YieldMax GOOGL Option Income Strategy ETF buyer in Q4 2023 was Advisory Services Network, an estimated $20K added.
- The largest YieldMax GOOGL Option Income Strategy ETF seller in Q4 2023 was Old Mission Capital, an estimated $802K sold.
Based on aggregated 13F filings for Q4 2023.