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YieldMax MSFT Option Income Strategy ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
+2
Holders Change %
+22.22%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
1
Closed
2
Calls
$46K
Puts
$24K
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
TI
1
Tidal Investments
Wisconsin
$30.8M +$8.12M +405,428 +36%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$564K +$564K +28,181 New
VWA
3
Visionary Wealth Advisors
Illinois
$404K +$81.6K +4,077 +25%
SS
4
Sunbelt Securities
Texas
$278K +$178K +8,891 +178%
CF
5
Centaurus Financial
California
$274K -$625K -31,241 -70%
PFS
6
Prospera Financial Services
Texas
$260K +$37.5K +1,871 +17%
KWM
7
Keebeck Wealth Management
Illinois
$239K +$239K +11,920 New
Citadel Advisors
8
Citadel Advisors
Florida
$184K +$184K +9,192 New
Morgan Stanley
9
Morgan Stanley
New York
$26.4K +$9.13K +456 +53%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.37K +$380 +19 +6%
Wells Fargo
11
Wells Fargo
California
$25 +$25 +1 New
ZF
12
Zega Financial
Florida
-$221K -9,908 Closed
UBS Group
13
UBS Group
Switzerland
-$17.2K -771 Closed