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YieldMax MSTR Option Income Strategy ETF
MSTY

165 hedge funds and large institutions have $183M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 45 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

910% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 10

221% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 14

190% more capital invested

Capital invested by funds: $62.9M → $183M (+$120M)

123% more funds holding

Funds holding: 74 → 165 (+91)

0.16% more ownership

Funds ownership: 0.57% → 0.72% (+0.16%)

17% less call options, than puts

Call options by funds: $43.5M | Put options by funds: $52.6M

Holders
165
Holders Change
+91
Holders Change %
+122.97%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
101
Increased
45
Reduced
14
Closed
10
Calls
$43.5M
Puts
$52.6M
Net Calls
-$9.11M
Net Calls Change
-$11.3M

Top Buyers

Rank Fund Capital Flow
1
IFG
Independent Financial Group
California
+$23.6M
2
JF
Jump Financial
Illinois
+$9.33M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.52M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.62M
5
TI
Tidal Investments
Wisconsin
+$6.58M

Top Sellers

Rank Fund Capital Flow
1
Group One Trading
Group One Trading
Illinois
-$1.04M
2
Belvedere Trading
Belvedere Trading
Illinois
-$434K
3
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$242K
4
CAS
Coppell Advisory Solutions
Texas
-$230K
5
SSA
Schonfeld Strategic Advisors
New York
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$403K -$44K -401 -10%
KFA
52
Kapstone Financial Advisors
Ohio
$401K +$397K +3,615 New
CG
53
CFO4Life Group
Texas
$390K +$386K +3,519 New
ZI
54
ZEGA Investments
Florida
$387K +$102K +930 +36%
RWA
55
Redhawk Wealth Advisors
Minnesota
$366K +$101K +923 +39%
CW
56
CreativeOne Wealth
Kansas
$363K +$359K +3,272 New
AFP
57
Ausdal Financial Partners
Iowa
$361K +$357K +3,252 New
AIP
58
Almanack Investment Partners
Pennsylvania
$359K +$355K +3,237 New
BSAM
59
Blue Square Asset Management
New York
$355K +$351K +3,200 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$353K -$55.3K -504 -14%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$341K +$338K +3,076 New
CWA
62
Capital Wealth Alliance
Arizona
$335K +$332K +3,025 New
AC
63
Avestar Capital
New York
$330K +$327K +2,980 New
FWM
64
Finer Wealth Management
Massachusetts
$330K +$327K +2,975 New
HighTower Advisors
65
HighTower Advisors
Illinois
$316K +$313K +2,853 New
Osaic Holdings
66
Osaic Holdings
Arizona
$312K -$56.3K -513 -15%
HIP
67
HUB Investment Partners
Texas
$304K +$301K +2,740 New
PP
68
PDS Planning
Ohio
$294K +$291K +2,654 New
BFG
69
Berger Financial Group
Minnesota
$287K +$284K +2,587 New
LFGO
70
Legacy Financial Group (Oklahoma)
Oklahoma
$285K +$282K +2,570 New
WS
71
Wedbush Securities
California
$283K +$280K +2,553 New
PWAC
72
Private Wealth Advisors (California)
California
$269K +$266K +2,425 New
MHS
73
M Holdings Securities
Oregon
$268K +$271K +2,469 New
LIS
74
Legacy Investment Solutions
Idaho
$267K +$265K +2,410 New
LWMI
75
Legacy Wealth Management (Idaho)
Idaho
$267K +$265K +2,410 New
1 2
3
4 5

MSTY Hedge Fund Activity: Q2 2025 in Review

165 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSTR Option Income Strategy ETF (MSTY) for Q2 2025, worth a combined $183M — up 190% from $62.9M a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MSTY positions and 10 closed out — a net gain of 91 holders — while 45 added to existing stakes and 14 trimmed.

The largest buyer was Independent Financial Group, adding an estimated $23.6M. The largest seller was Group One Trading, cutting an estimated $1.04M.

  • 165 institutional investors held YieldMax MSTR Option Income Strategy ETF (MSTY) as of Q2 2025, up from 74 in Q1 2025.
  • Funds reported $183M of YieldMax MSTR Option Income Strategy ETF stock for Q2 2025, up 190% quarter-over-quarter.
  • 101 funds opened new YieldMax MSTR Option Income Strategy ETF positions in Q2 2025 and 10 closed out, a net change of +91 holders.
  • The largest YieldMax MSTR Option Income Strategy ETF buyer in Q2 2025 was Independent Financial Group, an estimated $23.6M added.
  • The largest YieldMax MSTR Option Income Strategy ETF seller in Q2 2025 was Group One Trading, an estimated $1.04M sold.

Based on aggregated 13F filings for Q2 2025.