YieldMax MSFT Option Income Strategy ETF
MSFO
8 hedge funds and large institutions have $9.61M invested in YieldMax MSFT Option Income Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and 3 closing their positions.
1,661% more capital invested
Capital invested by funds: $546K → $9.61M (+$9.06M)
167% more funds holding
Funds holding: 3 → 8 (+5)
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
18.61% more ownership
Funds ownership: 2.87% → 21.48% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$8.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$483K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$265K |
| 4 |
Morgan Stanley
New York
|
+$8.99K |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$4.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$303K |
| 2 |
ZF
Zega Financial
Palm Beach Gardens,
Florida
|
-$222K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$20.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $8.84M | +$8.8M | +391,359 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $485K | +$483K | +21,478 | New |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $266K | +$265K | +11,783 | New |
|
|
4
Morgan Stanley
New York
| $9.04K | +$8.99K | +400 | New |
|
|
5
National Bank of Canada
Montreal,
Quebec, Canada
| $4.28K | +$4.5K | +200 | New |
|
|
AA
6
AlphaMark Advisors
Ft. Wright,
Kentucky
| $3K | +$2.92K | +130 | New |
|
7
Wells Fargo
San Francisco,
California
| $16 | +$22 | +1 | New |
|
|
8
Jane Street
New York
| – | -$303K | -13,557 | Closed |
|
|
ZF
9
Zega Financial
Palm Beach Gardens,
Florida
| – | -$222K | -9,952 | Closed |
|
|
ASN
10
Advisory Services Network
Atlanta,
Georgia
| – | -$20.2K | -905 | Closed |
|
11
Simplex Trading
Chicago,
Illinois
| – | +$607 | +27 | New |
|
MSFO Hedge Fund Activity: Q1 2024 in Review
8 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSFT Option Income Strategy ETF (MSFO) for Q1 2024, worth a combined $9.61M — up 1,661% from $546K a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MSFO positions and 3 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Tidal Investments, opening a new position worth an estimated $8.8M. The largest seller was Jane Street, exiting entirely with an estimated $303K sold.
- 8 institutional investors held YieldMax MSFT Option Income Strategy ETF (MSFO) as of Q1 2024, up from 3 in Q4 2023.
- Funds reported $9.61M of YieldMax MSFT Option Income Strategy ETF stock for Q1 2024, up 1,661% quarter-over-quarter.
- 8 funds opened new YieldMax MSFT Option Income Strategy ETF positions in Q1 2024 and 3 closed out, a net change of +5 holders.
- The largest YieldMax MSFT Option Income Strategy ETF buyer in Q1 2024 was Tidal Investments, an estimated $8.8M added.
- The largest YieldMax MSFT Option Income Strategy ETF seller in Q1 2024 was Jane Street, an estimated $303K sold.
Based on aggregated 13F filings for Q1 2024.