YieldMax MSFT Option Income Strategy ETF
MSFO
MSFO
12 hedge funds and large institutions have $69.8M invested in YieldMax MSFT Option Income Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+4
Holders Change %
+50%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
1
Closed
1
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Top Buyers
Top Sellers
| 1 |
KWM
Keebeck Wealth Management
Chicago,
Illinois
|
-$217K |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
-$7.13K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $67.6M | +$6.34M | +403,973 | +10% |
|
|
CI
2
Cavalier Investments
Alpharetta,
Georgia
| $548K | +$282K | +17,938 | +106% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $546K | +$546K | +34,790 | New |
|
|
VWA
4
Visionary Wealth Advisors
O'fallon,
Illinois
| $382K | +$40.7K | +2,590 | +12% |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $335K | +$335K | +21,337 | New |
|
|
SS
6
Sunbelt Securities
Houston,
Texas
| $211K | -$7.13K | -454 | -3% |
|
7
UBS Group
Zurich,
Switzerland
| $111K | +$111K | +7,063 | New |
|
8
Morgan Stanley
New York
| $32.6K | +$19.7K | +1,256 | +154% |
|
|
IRAG
9
Investment Research & Advisory Group
Atlanta,
Georgia
| $19.7K | +$19.7K | +1,252 | New |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| $9.79K | +$9.79K | +624 | New |
|
11
Wells Fargo
San Francisco,
California
| $20 | – | – | – |
|
|
AF
12
Allworth Financial
Folsom,
California
| $16 | – | – | – |
|
|
KWM
13
Keebeck Wealth Management
Chicago,
Illinois
| – | -$217K | -11,920 | Closed |
|