YieldMax MSFT Option Income Strategy ETF
MSFO
8 hedge funds and large institutions have $72.1M invested in YieldMax MSFT Option Income Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 5 closing their positions.
119% more capital invested
Capital invested by funds: $33M → $72.1M (+$39.1M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
18.05% more ownership
Funds ownership: 43.95% → 62% (+18%)
27% less funds holding
Funds holding: 11 → 8 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$45.2M |
| 2 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
+$324K |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$29.2K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$19 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$564K |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$274K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$260K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$184K |
| 5 |
Morgan Stanley
New York
|
-$9.56K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $71M | +$45.2M | +2,366,245 | +154% |
|
|
VWA
2
Visionary Wealth Advisors
O'fallon,
Illinois
| $395K | +$29.2K | +1,530 | +8% |
|
|
CI
3
Cavalier Investments
Alpharetta,
Georgia
| $308K | +$324K | +16,950 | New |
|
|
SS
4
Sunbelt Securities
Houston,
Texas
| $255K | – | – | – |
|
|
KWM
5
Keebeck Wealth Management
Chicago,
Illinois
| $217K | – | – | – |
|
|
6
Morgan Stanley
New York
| $14.9K | -$9.56K | -500 | -38% |
|
7
Wells Fargo
San Francisco,
California
| $20 | – | – | – |
|
|
AF
8
Allworth Financial
Folsom,
California
| $19 | +$19 | +1 | New |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$564K | -28,181 | Closed |
|
|
CF
10
Centaurus Financial
Anaheim,
California
| – | -$274K | -13,692 | Closed |
|
|
PFS
11
Prospera Financial Services
Dallas,
Texas
| – | -$260K | -13,005 | Closed |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$184K | -9,192 | Closed |
|
13
Osaic Holdings
Scottsdale,
Arizona
| – | -$6.37K | -318 | Closed |
|
MSFO Hedge Fund Activity: Q4 2024 in Review
8 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSFT Option Income Strategy ETF (MSFO) for Q4 2024, worth a combined $72.1M — up 119% from $33M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MSFO and 2 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Tidal Investments, adding an estimated $45.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $564K sold.
- 8 institutional investors held YieldMax MSFT Option Income Strategy ETF (MSFO) as of Q4 2024, down from 11 in Q3 2024.
- Funds reported $72.1M of YieldMax MSFT Option Income Strategy ETF stock for Q4 2024, up 119% quarter-over-quarter.
- 2 funds opened new YieldMax MSFT Option Income Strategy ETF positions in Q4 2024 and 5 closed out, a net change of -3 holders.
- The largest YieldMax MSFT Option Income Strategy ETF buyer in Q4 2024 was Tidal Investments, an estimated $45.2M added.
- The largest YieldMax MSFT Option Income Strategy ETF seller in Q4 2024 was Susquehanna International Group, an estimated $564K sold.
Based on aggregated 13F filings for Q4 2024.