YieldMax MSFT Option Income Strategy ETF
MSFO
22 hedge funds and large institutions have $55.6M invested in YieldMax MSFT Option Income Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5% more funds holding
Funds holding: 21 → 22 (+1)
2.55% less ownership
Funds ownership: 63.67% → 61.12% (-2.5%)
31% less capital invested
Capital invested by funds: $80.8M → $55.6M (-$25.3M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $269K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$308K |
| 2 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
+$76.6K |
| 3 |
ZI
ZEGA Investments
Palm Beach Gardens,
Florida
|
+$31.1K |
| 4 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
+$27.1K |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$16.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$5.3M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$685K |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$234K |
| 4 |
Jane Street
New York
|
-$95K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$58K |
MSFO Hedge Fund Activity: Q1 2026 in Review
22 of the 8,201 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSFT Option Income Strategy ETF (MSFO) for Q1 2026, worth a combined $55.6M — down 31% from $80.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MSFO positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $308K. The largest seller was Tidal Investments, cutting an estimated $5.3M.
- 22 institutional investors held YieldMax MSFT Option Income Strategy ETF (MSFO) as of Q1 2026, up from 21 in Q4 2025.
- Funds reported $55.6M of YieldMax MSFT Option Income Strategy ETF stock for Q1 2026, down 31% quarter-over-quarter.
- 4 funds opened new YieldMax MSFT Option Income Strategy ETF positions in Q1 2026 and 3 closed out, a net change of +1 holder.
- The largest YieldMax MSFT Option Income Strategy ETF buyer in Q1 2026 was Citadel Advisors, an estimated $308K added.
- The largest YieldMax MSFT Option Income Strategy ETF seller in Q1 2026 was Tidal Investments, an estimated $5.3M sold.
Based on aggregated 13F filings for Q1 2026.