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YieldMax MSTR Option Income Strategy ETF
MSTY

74 hedge funds and large institutions have $62.9M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

54% more funds holding

Funds holding: 48 → 74 (+26)

21% more capital invested

Capital invested by funds: $52.2M → $62.9M (+$10.7M)

7% more call options, than puts

Call options by funds: $33.1M | Put options by funds: $30.9M

0.15% less ownership

Funds ownership: 0.72% → 0.57% (-0.15%)

Holders
74
Holders Change
+26
Holders Change %
+54.17%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
23
Reduced
6
Closed
13
Calls
$33.1M
Puts
$30.9M
Net Calls
+$2.16M
Net Calls Change
+$12.6M

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$9.16M
2
TI
Tidal Investments
Wisconsin
+$6.38M
3
Group One Trading
Group One Trading
Illinois
+$3.14M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$2.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.81M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.56M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.17M
4
OMC
Old Mission Capital
Illinois
-$1.07M
5
Belvedere Trading
Belvedere Trading
Illinois
-$575K
Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
26
Schonfeld Strategic Advisors
New York
$407K +$494K +4,000 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$375K +$456K +3,685 New
LA
28
Lifeworks Advisors
Michigan
$341K +$415K +3,355 New
Osaic Holdings
29
Osaic Holdings
Arizona
$338K +$282K +2,280 +218%
VWA
30
Visionary Wealth Advisors
Illinois
$333K +$404K +3,271 New
Corient Private Wealth
31
Corient Private Wealth
Florida
$303K +$368K +2,979 New
ZI
32
ZEGA Investments
Florida
$260K -$34.9K -282 -10%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$245K +$297K +2,406 New
WCFA
34
Walkner Condon Financial Advisors
Wisconsin
$242K +$295K +2,385 New
RWA
35
Redhawk Wealth Advisors
Minnesota
$242K +$61.7K +499 +27%
CAS
36
Coppell Advisory Solutions
Texas
$230K +$234K +1,894 New
AWA
37
Arete Wealth Advisors
Illinois
$222K +$31.6K +256 +13%
WCM
38
Winebrenner Capital Management
Kentucky
$213K +$260K +2,100 New
Bank of America
39
Bank of America
North Carolina
$183K +$223K +1,800 New
AWM
40
AE Wealth Management
Kansas
$145K +$75.4K +610 +74%
TAM
41
Tucker Asset Management
Colorado
$141K +$15.9K +129 +10%
AF
42
Advisornet Financial
Minnesota
$130K +$88.6K +717 +127%
WSFS
43
Wilmington Savings Fund Society
Delaware
$111K +$26.3K +213 +24%
NFSG
44
Newbridge Financial Services Group
Florida
$110K +$134K +1,080 New
AAP
45
Arax Advisory Partners
Colorado
$102K +$124K +1,000 New
HWM
46
Hemington Wealth Management
Virginia
$85K – – –
UBS Group
47
UBS Group
Switzerland
$55.9K +$68K +550 New
S
48
SignatureFD
Georgia
$50.8K +$61.8K +500 New
Toronto Dominion Bank
49
Toronto Dominion Bank
Ontario, Canada
$41K +$49.4K +400 New
SSG
50
Summit Securities Group
New York
$40.7K -$29.7K -240 -38%
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MSTY Hedge Fund Activity: Q1 2025 in Review

74 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSTR Option Income Strategy ETF (MSTY) for Q1 2025, worth a combined $62.9M — up 21% from $52.2M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MSTY positions and 13 closed out — a net gain of 27 holders — while 23 added to existing stakes and 6 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $9.16M. The largest seller was Jane Street, exiting entirely with an estimated $5.81M sold.

  • 74 institutional investors held YieldMax MSTR Option Income Strategy ETF (MSTY) as of Q1 2025, up from 48 in Q4 2024.
  • Funds reported $62.9M of YieldMax MSTR Option Income Strategy ETF stock for Q1 2025, up 21% quarter-over-quarter.
  • 40 funds opened new YieldMax MSTR Option Income Strategy ETF positions in Q1 2025 and 13 closed out, a net change of +27 holders.
  • The largest YieldMax MSTR Option Income Strategy ETF buyer in Q1 2025 was Private Advisor Group, an estimated $9.16M added.
  • The largest YieldMax MSTR Option Income Strategy ETF seller in Q1 2025 was Jane Street, an estimated $5.81M sold.

Based on aggregated 13F filings for Q1 2025.