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YieldMax MSTR Option Income Strategy ETF
MSTY

74 hedge funds and large institutions have $62.9M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

54% more funds holding

Funds holding: 48 → 74 (+26)

21% more capital invested

Capital invested by funds: $52.2M → $62.9M (+$10.7M)

7% more call options, than puts

Call options by funds: $33.1M | Put options by funds: $30.9M

0.15% less ownership

Funds ownership: 0.72% → 0.57% (-0.15%)

Holders
74
Holders Change
+26
Holders Change %
+54.17%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
23
Reduced
6
Closed
13
Calls
$33.1M
Puts
$30.9M
Net Calls
+$2.16M
Net Calls Change
+$12.6M

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$9.16M
2
TI
Tidal Investments
Wisconsin
+$6.38M
3
Group One Trading
Group One Trading
Illinois
+$3.14M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$2.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.81M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.56M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.17M
4
OMC
Old Mission Capital
Illinois
-$1.07M
5
Belvedere Trading
Belvedere Trading
Illinois
-$575K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
51
FNY Investment Advisers
New York
$36K -$79.1K -640 -64%
Barclays
52
Barclays
United Kingdom
$30K – – –
HT
53
Headlands Technologies
Illinois
$26.2K +$19.3K +156 +154%
MCM
54
MAI Capital Management
Ohio
$20.3K – – –
JP Morgan Chase
55
JP Morgan Chase
New York
$15.1K +$17.6K +142 +2,029%
GWM
56
Geneos Wealth Management
Colorado
$14.7K +$17.8K +144 New
LFG
57
Larson Financial Group
Missouri
$12.1K +$14.7K +119 New
SWM
58
Spire Wealth Management
Virginia
$10.9K +$13.2K +107 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.23K +18 +24%
VFM
60
Vision Financial Markets
Connecticut
$8.67K +$10.5K +85 New
BCMLT
61
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.91K +$8.53K +69 +767%
Citadel Advisors
62
Citadel Advisors
Florida
$6.32K -$1.17M -9,426 -99%
KWM
63
Kiker Wealth Management
Georgia
$5.73K +$6.92K +56 New
MIFH
64
Migdal Insurance & Financial Holdings
Israel
$5K +$6.67K +54 New
CA
65
CoreCap Advisors
Michigan
$4.49K +$5.44K +44 New
SVCP
66
Silicon Valley Capital Partners
California
$4.35K +$5.32K +43 New
PS
67
Principal Securities
Iowa
$3.39K – – –
HI
68
Harbour Investments
Wisconsin
$2.52K +$3.09K +25 New
EWA
69
EverSource Wealth Advisors
Alabama
$2.03K +$2.47K +20 New
TSMHT
70
Thurston Springer Miller Herd & Titak
Indiana
$2.03K +$2.47K +20 New
TRCT
71
Tower Research Capital (TRC)
New York
$2.03K +$2.47K +20 New
CA
72
Continuum Advisory
Idaho
$976 +$1.24K +10 New
FFA
73
Frazier Financial Advisors
Ohio
$509 +$618 +5 New
FFA
74
Farther Finance Advisors
California
$257 – – –
Wells Fargo
75
Wells Fargo
California
$22 – – –
1 2
3
4

MSTY Hedge Fund Activity: Q1 2025 in Review

74 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSTR Option Income Strategy ETF (MSTY) for Q1 2025, worth a combined $62.9M — up 21% from $52.2M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MSTY positions and 13 closed out — a net gain of 27 holders — while 23 added to existing stakes and 6 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $9.16M. The largest seller was Jane Street, exiting entirely with an estimated $5.81M sold.

  • 74 institutional investors held YieldMax MSTR Option Income Strategy ETF (MSTY) as of Q1 2025, up from 48 in Q4 2024.
  • Funds reported $62.9M of YieldMax MSTR Option Income Strategy ETF stock for Q1 2025, up 21% quarter-over-quarter.
  • 40 funds opened new YieldMax MSTR Option Income Strategy ETF positions in Q1 2025 and 13 closed out, a net change of +27 holders.
  • The largest YieldMax MSTR Option Income Strategy ETF buyer in Q1 2025 was Private Advisor Group, an estimated $9.16M added.
  • The largest YieldMax MSTR Option Income Strategy ETF seller in Q1 2025 was Jane Street, an estimated $5.81M sold.

Based on aggregated 13F filings for Q1 2025.