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JPO

YieldMax JP Option Income Strategy ETF

4 hedge funds and large institutions have $1.16M invested in YieldMax JP Option Income Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 24 (+2)

36.83% less ownership

Funds ownership: 56.16%19.33% (-37%)

55% less capital invested

Capital invested by funds: $2.59M → $1.16M (-$1.43M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.43K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.65M
2
OMC
Old Mission Capital
Illinois
-$36.2K
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
1
Old Mission Capital
Illinois
$426K -$36.2K -1,867 -8%
Jane Street
2
Jane Street
New York
$414K -$1.65M -85,391 -81%
ZF
3
Zega Financial
Florida
$319K +$308K +15,908 New
UBS Group
4
UBS Group
Switzerland
$3.55K +$3.43K +177 New

JPO Hedge Fund Activity: Q4 2023 in Review

4 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in YieldMax JP Option Income Strategy ETF (JPO) for Q4 2023, worth a combined $1.16M — down 55% from $2.59M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new JPO positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $3.43K. The largest seller was Jane Street, cutting an estimated $1.65M.

  • 4 institutional investors held YieldMax JP Option Income Strategy ETF (JPO) as of Q4 2023, up from 2 in Q3 2023.
  • Funds reported $1.16M of YieldMax JP Option Income Strategy ETF stock for Q4 2023, down 55% quarter-over-quarter.
  • 2 funds opened new YieldMax JP Option Income Strategy ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
  • The largest YieldMax JP Option Income Strategy ETF buyer in Q4 2023 was UBS Group, an estimated $3.43K added.
  • The largest YieldMax JP Option Income Strategy ETF seller in Q4 2023 was Jane Street, an estimated $1.65M sold.

Based on aggregated 13F filings for Q4 2023.