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YieldMax MSFT Option Income Strategy ETF
MSFO

Overview Fund Trends Analyst Outlook Journalist POV

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more ownership

Funds ownership: →

3% less capital invested

Capital invested by funds: $72.1M → $69.8M (-$2.33M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
12
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
$2K
Net Calls
Net Calls Change

Top Buyers

1
+$6.34M
2
+$546K
3
+$335K
4
CI
Cavalier Investments
Georgia
+$282K
5
UBS Group
UBS Group
Switzerland
+$111K

Top Sellers

1
-$217K
2
-$7.13K
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1
Tidal Investments
Wisconsin
$67.6M
CI
2
Cavalier Investments
Georgia
$548K
OMC
3
Old Mission Capital
Illinois
$546K
VWA
4
Visionary Wealth Advisors
Illinois
$382K
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$335K
SS
6
Sunbelt Securities
Texas
$211K
UBS Group
7
UBS Group
Switzerland
$111K
Morgan Stanley
8
Morgan Stanley
New York
$32.6K
IRAG
9
Investment Research & Advisory Group
Georgia
$19.7K
GWM
10
Geneos Wealth Management
Colorado
$9.79K
Wells Fargo
11
Wells Fargo
California
$20
AF
12
Allworth Financial
California
$16
KWM
13
Keebeck Wealth Management
Illinois
–