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YieldMax MSTR Option Income Strategy ETF

162 hedge funds and large institutions have $158M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 44 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+89
Holders Change %
+121.92%
% 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
100
Increased
44
Reduced
13
Closed
10
Calls
$43.5M
Puts
$52.6M
Net Calls
-$9.11M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$1.44M +$631K +30,193 +78%
KWM
27
Keebeck Wealth Management
Illinois
$1.34M +$580K +26,184 +77%
BCM
28
BluePath Capital Management
Georgia
$1.21M +$231K +10,413 +23%
EW
29
Evexia Wealth
Wisconsin
$1.17M +$1.17M +53,800 New
N
30
Natixis
France
$1.17M +$225K +10,256 +24%
AA
31
Argent Advisors
Louisiana
$1.11M +$665K +30,000 +150%
MWM
32
Maripau Wealth Management
Indiana
$1.02M +$1.02M +45,852 New
Corient Private Wealth
33
Corient Private Wealth
Florida
$988K +$658K +29,677 +199%
PFS
34
Prospera Financial Services
Texas
$987K +$987K +44,514 New
TCBWMS
35
Texas Capital Bank Wealth Management Services
Texas
$952K +$952K +42,952 New
LA
36
Lifeworks Advisors
Michigan
$843K +$471K +21,249 +127%
RCG
37
Regatta Capital Group
California
$754K +$200K +9,000 +36%
BPA
38
Beacon Pointe Advisors
California
$689K +$689K +31,081 New
Creative Planning
39
Creative Planning
Kansas
$680K +$680K +30,689 New
DAS
40
Dynamic Advisor Solutions
Arizona
$665K +$124K +5,586 +23%
FPGK
41
Financial Partners Group (Kansas)
Kansas
$600K +$600K +27,073 New
LW
42
Lauer Wealth
Indiana
$579K +$579K +29,845 New
Mariner
43
Mariner
Kansas
$560K -$68.6K -3,094 -11%
VWA
44
Visionary Wealth Advisors
Illinois
$554K +$191K +8,616 +53%
AAS
45
Avantax Advisory Services
Texas
$471K -$14.7K -665 -3%
UAG
46
United Advisor Group
Ohio
$460K +$460K +20,744 New
MWM
47
Meridian Wealth Management
Kentucky
$453K +$453K +20,451 New
Walleye Capital
48
Walleye Capital
New York
$446K +$446K +20,100 New
KAS
49
Kestra Advisory Services
Texas
$429K +$429K +19,371 New
MML Investors Services
50
MML Investors Services
Massachusetts
$403K -$44.4K -2,004 -10%