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YieldMax MSTR Option Income Strategy ETF

73 hedge funds and large institutions have $61.4M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+26
Holders Change %
+55.32%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
21
Reduced
6
Closed
13
Calls
$33.1M
Puts
$30.9M
Net Calls
+$2.16M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$375K +$375K +18,423 New
LA
27
Lifeworks Advisors
Michigan
$341K +$341K +16,776 New
Osaic Holdings
28
Osaic Holdings
Arizona
$338K +$232K +11,400 +218%
VWA
29
Visionary Wealth Advisors
Illinois
$333K +$333K +16,355 New
Corient Private Wealth
30
Corient Private Wealth
Florida
$303K +$303K +14,895 New
ZI
31
ZEGA Investments
Florida
$260K -$28.7K -1,410 -10%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$245K +$245K +12,028 New
WCFA
33
Walkner Condon Financial Advisors
Wisconsin
$242K +$242K +11,924 New
RWA
34
Redhawk Wealth Advisors
Minnesota
$242K +$50.7K +2,495 +27%
CAS
35
Coppell Advisory Solutions
Texas
$230K +$230K +9,469 New
AWA
36
Arete Wealth Advisors
Illinois
$222K +$26K +1,276 +13%
WCM
37
Winebrenner Capital Management
Kentucky
$213K +$213K +10,500 New
Bank of America
38
Bank of America
North Carolina
$183K +$183K +9,000 New
AWM
39
AE Wealth Management
Kansas
$145K +$62K +3,049 +74%
AF
40
Advisornet Financial
Minnesota
$130K +$72.8K +3,583 +127%
WSFS
41
Wilmington Savings Fund Society
Delaware
$111K +$21.7K +1,065 +24%
NFSG
42
Newbridge Financial Services Group
Florida
$110K +$110K +5,400 New
AAP
43
Arax Advisory Partners
Colorado
$102K +$102K +5,000 New
HWM
44
Hemington Wealth Management
Virginia
$85K
UBS Group
45
UBS Group
Switzerland
$55.9K +$55.9K +2,752 New
S
46
SignatureFD
Georgia
$50.8K +$50.8K +2,500 New
Toronto Dominion Bank
47
Toronto Dominion Bank
Ontario, Canada
$41K +$41K +2,000 New
SSG
48
Summit Securities Group
New York
$40.7K -$24.4K -1,200 -38%
FIA
49
FNY Investment Advisers
New York
$36K -$64K -3,200 -64%
Barclays
50
Barclays
United Kingdom
$30K