YieldMax MSFT Option Income Strategy ETF
MSFO
11 hedge funds and large institutions have $33M invested in YieldMax MSFT Option Income Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
92% more call options, than puts
Call options by funds: $46K | Put options by funds: $24K
22% more funds holding
Funds holding: 9 → 11 (+2)
21% more capital invested
Capital invested by funds: $27.2M → $33M (+$5.84M)
8.07% more ownership
Funds ownership: 35.89% → 43.95% (+8.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$8.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$573K |
| 3 |
KWM
Keebeck Wealth Management
Chicago,
Illinois
|
+$242K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$187K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$181K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
-$635K |
| 2 |
ZF
Zega Financial
Palm Beach Gardens,
Florida
|
-$221K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$17.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $30.8M | +$8.24M | +405,428 | +36% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $564K | +$573K | +28,181 | New |
|
|
VWA
3
Visionary Wealth Advisors
O'fallon,
Illinois
| $404K | +$82.9K | +4,077 | +25% |
|
|
SS
4
Sunbelt Securities
Houston,
Texas
| $278K | +$181K | +8,891 | +178% |
|
|
CF
5
Centaurus Financial
Anaheim,
California
| $274K | -$635K | -31,241 | -70% |
|
|
PFS
6
Prospera Financial Services
Dallas,
Texas
| $260K | +$38K | +1,871 | +17% |
|
|
KWM
7
Keebeck Wealth Management
Chicago,
Illinois
| $239K | +$242K | +11,920 | New |
|
|
8
Citadel Advisors
Miami,
Florida
| $184K | +$187K | +9,192 | New |
|
9
Morgan Stanley
New York
| $26.4K | +$9.27K | +456 | +53% |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $6.37K | +$386 | +19 | +6% |
|
11
Wells Fargo
San Francisco,
California
| $25 | +$20 | +1 | New |
|
|
ZF
12
Zega Financial
Palm Beach Gardens,
Florida
| – | -$221K | -9,908 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$17.2K | -771 | Closed |
|
MSFO Hedge Fund Activity: Q3 2024 in Review
11 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSFT Option Income Strategy ETF (MSFO) for Q3 2024, worth a combined $33M — up 21% from $27.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MSFO positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Tidal Investments, adding an estimated $8.24M. The largest seller was Centaurus Financial, cutting an estimated $635K.
- 11 institutional investors held YieldMax MSFT Option Income Strategy ETF (MSFO) as of Q3 2024, up from 9 in Q2 2024.
- Funds reported $33M of YieldMax MSFT Option Income Strategy ETF stock for Q3 2024, up 21% quarter-over-quarter.
- 4 funds opened new YieldMax MSFT Option Income Strategy ETF positions in Q3 2024 and 2 closed out, a net change of +2 holders.
- The largest YieldMax MSFT Option Income Strategy ETF buyer in Q3 2024 was Tidal Investments, an estimated $8.24M added.
- The largest YieldMax MSFT Option Income Strategy ETF seller in Q3 2024 was Centaurus Financial, an estimated $635K sold.
Based on aggregated 13F filings for Q3 2024.