YieldMax MSFT Option Income Strategy ETF
MSFO
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.
183% more capital invested
Capital invested by funds: $9.61M → $27.2M (+$17.6M)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
14.4% more ownership
Funds ownership: 21.48% → 35.89% (+14%)
13% more funds holding
Funds holding: 8 → 9 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$16.1M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
+$976K |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$350K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$242K |
| 5 |
ZF
Zega Financial
Palm Beach Gardens,
Florida
|
+$215K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$485K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$266K |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$4.28K |
| 4 |
AA
AlphaMark Advisors
Ft. Wright,
Kentucky
|
-$3K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$22 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $25.2M | +$16.1M | +739,730 | +189% |
|
|
CF
2
Centaurus Financial
Anaheim,
California
| $1M | +$976K | +44,933 | New |
|
|
VWA
3
Visionary Wealth Advisors
O'fallon,
Illinois
| $359K | +$350K | +16,118 | New |
|
|
PFS
4
Prospera Financial Services
Dallas,
Texas
| $248K | +$242K | +11,134 | New |
|
|
ZF
5
Zega Financial
Palm Beach Gardens,
Florida
| $221K | +$215K | +9,908 | New |
|
|
SS
6
Sunbelt Securities
Houston,
Texas
| $111K | +$109K | +5,005 | New |
|
7
Morgan Stanley
New York
| $19.2K | +$10K | +462 | +116% |
|
8
UBS Group
Zurich,
Switzerland
| $17.2K | +$16.7K | +771 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $6.66K | +$6.49K | +299 | New |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$485K | -21,478 | Closed |
|
|
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$266K | -11,783 | Closed |
|
|
12
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$4.28K | -200 | Closed |
|
|
AA
13
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$3K | -130 | Closed |
|
|
14
Wells Fargo
San Francisco,
California
| – | -$22 | -1 | Closed |
|
MSFO Hedge Fund Activity: Q2 2024 in Review
9 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSFT Option Income Strategy ETF (MSFO) for Q2 2024, worth a combined $27.2M — up 183% from $9.61M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MSFO positions and 6 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Tidal Investments, adding an estimated $16.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $485K sold.
- 9 institutional investors held YieldMax MSFT Option Income Strategy ETF (MSFO) as of Q2 2024, up from 8 in Q1 2024.
- Funds reported $27.2M of YieldMax MSFT Option Income Strategy ETF stock for Q2 2024, up 183% quarter-over-quarter.
- 7 funds opened new YieldMax MSFT Option Income Strategy ETF positions in Q2 2024 and 6 closed out, a net change of +1 holder.
- The largest YieldMax MSFT Option Income Strategy ETF buyer in Q2 2024 was Tidal Investments, an estimated $16.1M added.
- The largest YieldMax MSFT Option Income Strategy ETF seller in Q2 2024 was Citadel Advisors, an estimated $485K sold.
Based on aggregated 13F filings for Q2 2024.