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YieldMax MSFT Option Income Strategy ETF

9 hedge funds and large institutions have $27.2M invested in YieldMax MSFT Option Income Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
2
Reduced
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TI
1
Tidal Investments
Wisconsin
$25.2M +$16.5M +739,730 +189%
CF
2
Centaurus Financial
California
$1M +$1M +44,933 New
VWA
3
Visionary Wealth Advisors
Illinois
$359K +$359K +16,118 New
PFS
4
Prospera Financial Services
Texas
$248K +$248K +11,134 New
ZF
5
Zega Financial
Florida
$221K +$221K +9,908 New
SS
6
Sunbelt Securities
Texas
$111K +$111K +5,005 New
Morgan Stanley
7
Morgan Stanley
New York
$19.2K +$10.3K +462 +116%
UBS Group
8
UBS Group
Switzerland
$17.2K +$17.2K +771 New
Osaic Holdings
9
Osaic Holdings
Arizona
$6.66K +$6.66K +299 New
Citadel Advisors
10
Citadel Advisors
Florida
-$485K -21,478 Closed
OMC
11
Old Mission Capital
Illinois
-$266K -11,783 Closed
National Bank of Canada
12
National Bank of Canada
Quebec, Canada
-$4.28K -200 Closed
AA
13
AlphaMark Advisors
Kentucky
-$3K -130 Closed
Wells Fargo
14
Wells Fargo
California
-$16 -1 Closed