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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 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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: 92

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
89
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
$11.8M
Puts
$35.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
51
Versant Capital Management
Arizona
$18.4K
NFSG
52
Newbridge Financial Services Group
Florida
$18.3K
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$14.6K
HI
54
Harbour Investments
Wisconsin
$13.2K
RFP
55
Root Financial Partners
California
$11.3K
LFG
56
Larson Financial Group
Missouri
$11.2K
MCM
57
MAI Capital Management
Ohio
$10.1K
AF
58
Allworth Financial
California
$9.86K
SIS
59
Sound Income Strategies
Florida
$9.56K
VFM
60
Vision Financial Markets
Connecticut
$8.16K
BBHC
61
Brown Brothers Harriman & Co
New York
$7.4K
GAFA
62
Garton & Associates Financial Advisors
Kentucky
$5.68K
OP
63
ORG Partners
Indiana
$5.47K
PUI
64
Purpose Unlimited Inc
$5.32K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$3.58K
CIA
66
Cape Investment Advisory
Georgia
$2.43K
ME
67
McIlrath & Eck
Washington
$2.4K
PFG
68
Premier Financial Group
California
$2.01K
IIM
69
IFC & Insurance Marketing
California
$2K
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$1.78K
TCM
71
Triumph Capital Management
Colorado
$1.78K
SC
72
Swan Capital
Florida
$1.66K
MA
73
MCF Advisors
Kentucky
$1.57K
HWM
74
HighMark Wealth Management
Minnesota
$1.44K
AW
75
Avion Wealth
Texas
$1K