YieldMax GOOGL Option Income Strategy ETF
GOOY
8 hedge funds and large institutions have $26.4M invested in YieldMax GOOGL Option Income Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 4 closing their positions.
195% more capital invested
Capital invested by funds: $8.97M → $26.4M (+$17.5M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
14.48% more ownership
Funds ownership: 30.63% → 45.11% (+14%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$15.7M |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$237K |
| 3 |
ZF
Zega Financial
Palm Beach Gardens,
Florida
|
+$216K |
| 4 |
GSIAS
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
+$198K |
| 5 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
+$8.93K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
EPG Wealth Management
Atlanta,
Georgia
|
-$56.7K |
| 2 |
PMFA
Plante Moran Financial Advisors
Southfield,
Michigan
|
-$8.96K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8K |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$3.55K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $25.7M | +$15.7M | +881,268 | +171% |
|
|
VWA
2
Visionary Wealth Advisors
O'fallon,
Illinois
| $244K | +$237K | +13,277 | New |
|
|
ZF
3
Zega Financial
Palm Beach Gardens,
Florida
| $223K | +$216K | +12,110 | New |
|
|
GSIAS
4
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $204K | +$198K | +11,100 | New |
|
|
EWM
5
EPG Wealth Management
Atlanta,
Georgia
| $64.1K | -$56.7K | -3,175 | Closed |
|
|
NFSG
6
Newbridge Financial Services Group
Boca Raton,
Florida
| $9.2K | +$8.93K | +500 | New |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$1.25K | -70 | -56% |
|
|
DFA
8
DHJJ Financial Advisors
Naperville,
Illinois
| $405 | – | – | – |
|
|
CA
9
CoreCap Advisors
Southfield,
Michigan
| $226 | +$18 | +1 | +9% |
|
10
Wells Fargo
San Francisco,
California
| $5 | – | – | – |
|
|
PMFA
11
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$8.96K | -520 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$8K | -464 | Closed |
|
|
13
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$3.55K | -200 | Closed |
|
GOOY Hedge Fund Activity: Q2 2024 in Review
8 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in YieldMax GOOGL Option Income Strategy ETF (GOOY) for Q2 2024, worth a combined $26.4M — up 195% from $8.97M a quarter earlier.
Fund positioning in GOOY was balanced in Q2 2024: 4 funds opened new positions, 4 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Tidal Investments, adding an estimated $15.7M. The largest seller was EPG Wealth Management, exiting entirely with an estimated $56.7K sold.
- 8 institutional investors held YieldMax GOOGL Option Income Strategy ETF (GOOY) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $26.4M of YieldMax GOOGL Option Income Strategy ETF stock for Q2 2024, up 195% quarter-over-quarter.
- 4 funds opened new YieldMax GOOGL Option Income Strategy ETF positions in Q2 2024 and 4 closed out, a net change of 0 holders.
- The largest YieldMax GOOGL Option Income Strategy ETF buyer in Q2 2024 was Tidal Investments, an estimated $15.7M added.
- The largest YieldMax GOOGL Option Income Strategy ETF seller in Q2 2024 was EPG Wealth Management, an estimated $56.7K sold.
Based on aggregated 13F filings for Q2 2024.