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YieldMax MSTR Option Income Strategy ETF

75 hedge funds and large institutions have $33.4M invested in YieldMax MSTR Option Income Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% less ownership

Funds ownership: 3.7%3.23% (-0.47%)

16% less funds holding

Funds holding: 8975 (-14)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

36% less capital invested

Capital invested by funds: $52.4M → $33.4M (-$18.9M)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

59% less call options, than puts

Call options by funds: $8.06M | Put options by funds: $19.5M

Holders
75
Holders Change
-14
Holders Change %
-15.73%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
17
Reduced
23
Closed
21
Calls
$8.06M
Puts
$19.5M
Net Calls
-$11.5M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
CoreCap Advisors
Michigan
$42.7K +$4.56K +178 +10%
MB
27
MidFirst Bank
Oklahoma
$42.6K
VFM
28
Vision Financial Markets
Connecticut
$38.9K +$39.8K +1,552 +562%
WSFS
29
Wilmington Savings Fund Society
Delaware
$35.6K
SS
30
Sunbelt Securities
Texas
$35.5K -$4.87K -190 -10%
Osaic Holdings
31
Osaic Holdings
Arizona
$32.6K -$22.3K -871 -36%
IA
32
IFP Advisors
Florida
$29K +$34.9K +1,361 New
Toronto Dominion Bank
33
Toronto Dominion Bank
Ontario, Canada
$21K
JP Morgan Chase
34
JP Morgan Chase
New York
$20.8K +$25.6K +1,000 New
AF
35
Advisornet Financial
Minnesota
$20.7K +$4.25K +166 +21%
SA
36
Strategic Advocates
Utah
$19.2K +$7.15K +279 +45%
IAIM
37
International Assets Investment Management
Florida
$15.8K -$7.71K -301 -29%
VCM
38
Versant Capital Management
Arizona
$13.2K
NFSG
39
Newbridge Financial Services Group
Florida
$13.2K
AF
40
Allworth Financial
California
$7.96K +$1.05K +41 +12%
MCM
41
MAI Capital Management
Ohio
$7.24K
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.53K -$1.03M -40,000 -99%
FFA
43
Farther Finance Advisors
California
$5.35K -$19.3K -755 -75%
BBHC
44
Brown Brothers Harriman & Co
New York
$5.32K
HI
45
Harbour Investments
Wisconsin
$4.42K -$6.1K -238 -53%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$4.41K +$5.3K +207 New
CCWM
47
Cassaday & Co Wealth Management
Virginia
$4.26K +$5.13K +200 New
SIS
48
Sound Income Strategies
Florida
$4.14K -$2.64K -103 -34%
PUI
49
Purpose Unlimited Inc
$3.83K
Fidelity Investments
50
Fidelity Investments
Massachusetts
$3.49K +$1.1K +43 +36%

MSTY Hedge Fund Activity: Q1 2026 in Review

75 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSTR Option Income Strategy ETF (MSTY) for Q1 2026, worth a combined $33.4M — down 36% from $52.4M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MSTY and 12 opened new positions — a net loss of 9 holders — while 23 trimmed existing stakes and 17 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $6.41M. The largest seller was Susquehanna International Group, cutting an estimated $4.92M.

  • 75 institutional investors held YieldMax MSTR Option Income Strategy ETF (MSTY) as of Q1 2026, down from 89 in Q4 2025.
  • Funds reported $33.4M of YieldMax MSTR Option Income Strategy ETF stock for Q1 2026, down 36% quarter-over-quarter.
  • 12 funds opened new YieldMax MSTR Option Income Strategy ETF positions in Q1 2026 and 21 closed out, a net change of -9 holders.
  • The largest YieldMax MSTR Option Income Strategy ETF buyer in Q1 2026 was Goldman Sachs, an estimated $6.41M added.
  • The largest YieldMax MSTR Option Income Strategy ETF seller in Q1 2026 was Susquehanna International Group, an estimated $4.92M sold.

Based on aggregated 13F filings for Q1 2026.