YieldMax JP Option Income Strategy ETF
4 hedge funds and large institutions have $13.3M invested in YieldMax JP Option Income Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
178% more capital invested
Capital invested by funds: $4.79M → $13.3M (+$8.55M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
17.83% more ownership
Funds ownership: 39.87% → 57.7% (+18%)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$9.22M |
| 2 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
+$1.83K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZF
Zega Financial
Palm Beach Gardens,
Florida
|
-$56.9K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.68K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $13.1M | +$9.22M | +462,785 | +225% |
|
|
ZF
2
Zega Financial
Palm Beach Gardens,
Florida
| $203K | -$56.9K | -2,856 | -22% |
|
|
CAS
3
Coppell Advisory Solutions
Coppell,
Texas
| $35.3K | +$35.9K | +1,800 | New |
|
|
TAM
4
Tucker Asset Management
Littleton,
Colorado
| $7.02K | +$1.83K | +92 | +35% |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$5.68K | -260 | Closed |
|
JPO Hedge Fund Activity: Q2 2024 in Review
4 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in YieldMax JP Option Income Strategy ETF (JPO) for Q2 2024, worth a combined $13.3M — up 178% from $4.79M a quarter earlier.
Fund positioning in JPO was balanced in Q2 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Tidal Investments, adding an estimated $9.22M. The largest seller was Zega Financial, cutting an estimated $56.9K.
- 4 institutional investors held YieldMax JP Option Income Strategy ETF (JPO) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $13.3M of YieldMax JP Option Income Strategy ETF stock for Q2 2024, up 178% quarter-over-quarter.
- 1 fund opened new YieldMax JP Option Income Strategy ETF positions in Q2 2024 and 1 closed out, a net change of 0 holders.
- The largest YieldMax JP Option Income Strategy ETF buyer in Q2 2024 was Tidal Investments, an estimated $9.22M added.
- The largest YieldMax JP Option Income Strategy ETF seller in Q2 2024 was Zega Financial, an estimated $56.9K sold.
Based on aggregated 13F filings for Q2 2024.