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YieldMax MSTR Option Income Strategy ETF
MSTY

165 hedge funds and large institutions have $183M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 45 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

910% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 10

221% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 14

190% more capital invested

Capital invested by funds: $62.9M → $183M (+$120M)

123% more funds holding

Funds holding: 74 → 165 (+91)

0.16% more ownership

Funds ownership: 0.57% → 0.72% (+0.16%)

17% less call options, than puts

Call options by funds: $43.5M | Put options by funds: $52.6M

Holders
165
Holders Change
+91
Holders Change %
+122.97%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
101
Increased
45
Reduced
14
Closed
10
Calls
$43.5M
Puts
$52.6M
Net Calls
-$9.11M
Net Calls Change
-$11.3M

Top Buyers

Rank Fund Capital Flow
1
IFG
Independent Financial Group
California
+$23.6M
2
JF
Jump Financial
Illinois
+$9.33M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.52M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.62M
5
TI
Tidal Investments
Wisconsin
+$6.58M

Top Sellers

Rank Fund Capital Flow
1
Group One Trading
Group One Trading
Illinois
-$1.04M
2
Belvedere Trading
Belvedere Trading
Illinois
-$434K
3
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$242K
4
CAS
Coppell Advisory Solutions
Texas
-$230K
5
SSA
Schonfeld Strategic Advisors
New York
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
26
Merit Financial Group
Georgia
$1.45M +$224K +2,043 +19%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$1.44M +$663K +6,039 +78%
KWM
28
Keebeck Wealth Management
Illinois
$1.34M +$575K +5,237 +77%
EW
29
Evexia Wealth
Wisconsin
$1.17M +$1.18M +10,760 New
N
30
Natixis
France
$1.17M +$225K +2,051 +24%
AA
31
Argent Advisors
Louisiana
$1.11M +$659K +6,000 +150%
MWM
32
Maripau Wealth Management
Indiana
$1.02M +$1.01M +9,170 New
PFS
33
Prospera Financial Services
Texas
$987K +$978K +8,903 New
TCBWMS
34
Texas Capital Bank Wealth Management Services
Texas
$952K +$943K +8,590 New
LA
35
Lifeworks Advisors
Michigan
$843K +$467K +4,250 +127%
RCG
36
Regatta Capital Group
California
$754K +$198K +1,800 +36%
BPA
37
Beacon Pointe Advisors
California
$689K +$683K +6,216 New
Creative Planning
38
Creative Planning
Kansas
$680K +$674K +6,138 New
BCM
39
BluePath Capital Management
Georgia
$674K +$83.8K +763 +14%
DAS
40
Dynamic Advisor Solutions
Arizona
$665K +$123K +1,117 +23%
FPGK
41
Financial Partners Group (Kansas)
Kansas
$600K +$595K +5,415 New
LW
42
Lauer Wealth
Indiana
$579K +$655K +5,969 New
Mariner
43
Mariner
Kansas
$560K -$67.9K -618 -11%
VWA
44
Visionary Wealth Advisors
Illinois
$554K +$189K +1,723 +53%
Corient Private Wealth
45
Corient Private Wealth
Florida
$494K +$162K +1,478 +50%
AAS
46
Avantax Advisory Services
Texas
$471K -$14.6K -133 -3%
UAG
47
United Advisor Group
Ohio
$460K +$456K +4,149 New
MWM
48
Meridian Wealth Management
Kentucky
$453K +$449K +4,090 New
Walleye Capital
49
Walleye Capital
New York
$446K +$441K +4,020 New
KAS
50
Kestra Advisory Services
Texas
$429K +$425K +3,874 New
1
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MSTY Hedge Fund Activity: Q2 2025 in Review

165 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSTR Option Income Strategy ETF (MSTY) for Q2 2025, worth a combined $183M — up 190% from $62.9M a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MSTY positions and 10 closed out — a net gain of 91 holders — while 45 added to existing stakes and 14 trimmed.

The largest buyer was Independent Financial Group, adding an estimated $23.6M. The largest seller was Group One Trading, cutting an estimated $1.04M.

  • 165 institutional investors held YieldMax MSTR Option Income Strategy ETF (MSTY) as of Q2 2025, up from 74 in Q1 2025.
  • Funds reported $183M of YieldMax MSTR Option Income Strategy ETF stock for Q2 2025, up 190% quarter-over-quarter.
  • 101 funds opened new YieldMax MSTR Option Income Strategy ETF positions in Q2 2025 and 10 closed out, a net change of +91 holders.
  • The largest YieldMax MSTR Option Income Strategy ETF buyer in Q2 2025 was Independent Financial Group, an estimated $23.6M added.
  • The largest YieldMax MSTR Option Income Strategy ETF seller in Q2 2025 was Group One Trading, an estimated $1.04M sold.

Based on aggregated 13F filings for Q2 2025.