YieldMax JP Option Income Strategy ETF
7 hedge funds and large institutions have $29.6M invested in YieldMax JP Option Income Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
17% more funds holding
Funds holding: 6 → 7 (+1)
16% more capital invested
Capital invested by funds: $25.4M → $29.6M (+$4.16M)
4.61% less ownership
Funds ownership: 62.92% → 58.31% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$7.51M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$260K |
| 3 |
ZI
ZEGA Investments
Palm Beach Gardens,
Florida
|
+$9.94K |
| 4 |
Morgan Stanley
New York
|
+$7.59K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
+$2.35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Keebeck Wealth Management
Chicago,
Illinois
|
-$234K |
| 2 |
Jane Street
New York
|
-$210K |
| 3 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$53.8K |
| 4 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
-$108 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $29.1M | +$7.51M | +416,273 | +31% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $236K | +$260K | +14,390 | New |
|
|
ZI
3
ZEGA Investments
Palm Beach Gardens,
Florida
| $207K | +$9.94K | +551 | +5% |
|
|
4
Morgan Stanley
New York
| $6.89K | +$7.59K | +421 | New |
|
|
TAM
5
Tucker Asset Management
Littleton,
Colorado
| $5.76K | -$108 | -6 | -2% |
|
|
CA
6
CoreCap Advisors
Southfield,
Michigan
| $2.1K | +$2.31K | +128 | New |
|
|
7
Simplex Trading
Chicago,
Illinois
| $2K | +$2.35K | +130 | New |
|
|
KWM
8
Keebeck Wealth Management
Chicago,
Illinois
| – | -$234K | -12,905 | Closed |
|
|
9
Jane Street
New York
| – | -$210K | -11,596 | Closed |
|
|
CAS
10
Coppell Advisory Solutions
Coppell,
Texas
| – | -$53.8K | -2,980 | Closed |
|
JPO Hedge Fund Activity: Q1 2025 in Review
7 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in YieldMax JP Option Income Strategy ETF (JPO) for Q1 2025, worth a combined $29.6M — up 16% from $25.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JPO positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Tidal Investments, adding an estimated $7.51M. The largest seller was Keebeck Wealth Management, exiting entirely with an estimated $234K sold.
- 7 institutional investors held YieldMax JP Option Income Strategy ETF (JPO) as of Q1 2025, up from 6 in Q4 2024.
- Funds reported $29.6M of YieldMax JP Option Income Strategy ETF stock for Q1 2025, up 16% quarter-over-quarter.
- 4 funds opened new YieldMax JP Option Income Strategy ETF positions in Q1 2025 and 3 closed out, a net change of +1 holder.
- The largest YieldMax JP Option Income Strategy ETF buyer in Q1 2025 was Tidal Investments, an estimated $7.51M added.
- The largest YieldMax JP Option Income Strategy ETF seller in Q1 2025 was Keebeck Wealth Management, an estimated $234K sold.
Based on aggregated 13F filings for Q1 2025.