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YieldMax MSTR Option Income Strategy ETF

89 hedge funds and large institutions have $52.4M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.93% more ownership

Funds ownership: 0.77%3.7% (+2.9%)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

46% less funds holding

Funds holding: 16689 (-77)

66% less capital invested

Capital invested by funds: $152M → $52.4M (-$100M)

67% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $35.4M

83% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 93

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
89
Holders Change
-77
Holders Change %
-46.39%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
30
Reduced
33
Closed
93
Calls
$11.8M
Puts
$35.4M
Net Calls
-$23.5M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
Truvestments Capital
Florida
$252K +$54.1K +1,159 +16%
EW
27
Evexia Wealth
Wisconsin
$240K -$242K -5,193 -42%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$232K -$280K -6,002 -43%
DAS
29
Dynamic Advisor Solutions
Arizona
$214K -$4.9K -105 -1%
AWA
30
Arkadios Wealth Advisors
Georgia
$210K +$11.7K +251 +4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$203K +$3.88K +83 +1%
AWM
32
AE Wealth Management
Kansas
$158K +$87K +1,864 +54%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$145K +$223K +4,767 +13,242%
CPG
34
Cornerstone Planning Group
New Jersey
$88.8K +$142K +3,036 +75,900%
Osaic Holdings
35
Osaic Holdings
Arizona
$71.2K +$22.4K +479 +25%
KAS
36
Kestra Advisory Services
Texas
$69.6K -$136K -2,912 -55%
MB
37
MidFirst Bank
Oklahoma
$59.2K +$93.4K +2,000 New
SS
38
Sunbelt Securities
Texas
$55K -$57.9K -1,240 -40%
CA
39
CoreCap Advisors
Michigan
$54K +$17.5K +375 +26%
Bank of America
40
Bank of America
North Carolina
$53.3K -$240K -5,140 -74%
WSFS
41
Wilmington Savings Fund Society
Delaware
$49.5K
WWA
42
Wealth Watch Advisors
Colorado
$39K +$41.7K +894 +211%
TAM
43
Tucker Asset Management
Colorado
$37.7K -$4.62K -99 -7%
US Bancorp
44
US Bancorp
Minnesota
$34.9K -$47 -1 -0.1%
IAIM
45
International Assets Investment Management
Florida
$31.2K +$49.2K +1,053 New
Toronto Dominion Bank
46
Toronto Dominion Bank
Ontario, Canada
$30K
FFA
47
Farther Finance Advisors
California
$29.9K +$46.8K +1,003 +14,329%
SSA
48
SSA Swiss Advisors
$28.5K
AF
49
Advisornet Financial
Minnesota
$23.8K -$8.17K -175 -18%
SA
50
Strategic Advocates
Utah
$18.9K +$1.45K +31 +5%