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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

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.06M
Puts
$19.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
51
GHP Investment Advisors
Colorado
$2.32K
TWC
52
TD Waterhouse Canada
Ontario, Canada
$2.23K
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$2.09K
ME
54
McIlrath & Eck
Washington
$1.72K
PFG
55
Premier Financial Group
California
$1.43K
RFP
56
Root Financial Partners
California
$1.41K
TCM
57
Triumph Capital Management
Colorado
$1.3K
SC
58
Swan Capital
Florida
$1.19K
MA
59
MCF Advisors
Kentucky
$1.13K
GSEP
60
Golden State Equity Partners
California
$1.06K
S
61
SignatureFD
Georgia
$833
AAP
62
Arax Advisory Partners
Colorado
$649
SIS
63
Strategic Investment Solutions
Illinois
$575
DSC
64
Duncker Streett & Co
Missouri
$426
TSMHT
65
Thurston Springer Miller Herd & Titak
Indiana
$425
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$341
HCM
67
Hollencrest Capital Management
California
$298
PA
68
Parallel Advisors
California
$255
AUB
69
Atlantic Union Bankshares
Virginia
$170
DWM
70
Darwin Wealth Management
Florida
$170
LFG
71
Larson Financial Group
Missouri
$87
Wells Fargo
72
Wells Fargo
California
$43
CIA
73
Concurrent Investment Advisors
Florida
BCM
74
BluePath Capital Management
Georgia
MCA
75
McGuire Capital Advisors
Oklahoma