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YieldMax MSTR Option Income Strategy ETF

162 hedge funds and large institutions have $158M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 44 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+89
Holders Change %
+121.92%
% 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
100
Increased
44
Reduced
13
Closed
10
Calls
$43.5M
Puts
$52.6M
Net Calls
-$9.11M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
KFA
51
Kapstone Financial Advisors
Ohio
$401K +$401K +18,077 New
CG
52
CFO4Life Group
Texas
$390K +$390K +17,594 New
ZI
53
ZEGA Investments
Florida
$387K +$103K +4,650 +36%
RWA
54
Redhawk Wealth Advisors
Minnesota
$366K +$102K +4,612 +39%
CW
55
CreativeOne Wealth
Kansas
$363K +$363K +16,359 New
AFP
56
Ausdal Financial Partners
Iowa
$361K +$361K +16,262 New
AIP
57
Almanack Investment Partners
Pennsylvania
$359K +$359K +16,183 New
BSAM
58
Blue Square Asset Management
New York
$355K +$355K +16,000 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$353K -$55.9K -2,517 -14%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$341K +$341K +15,382 New
CWA
61
Capital Wealth Alliance
Arizona
$335K +$335K +15,126 New
AC
62
Avestar Capital
New York
$330K +$330K +14,900 New
FWM
63
Finer Wealth Management
Massachusetts
$330K +$330K +14,874 New
Osaic Holdings
64
Osaic Holdings
Arizona
$326K -$62.1K -2,658 -16%
HighTower Advisors
65
HighTower Advisors
Illinois
$316K +$316K +14,265 New
HIP
66
HUB Investment Partners
Texas
$304K +$304K +13,701 New
PP
67
PDS Planning
Ohio
$294K +$294K +13,269 New
BFG
68
Berger Financial Group
Minnesota
$287K +$287K +12,934 New
LFGO
69
Legacy Financial Group (Oklahoma)
Oklahoma
$285K +$285K +12,850 New
WS
70
Wedbush Securities
California
$283K +$283K +12,765 New
PWAC
71
Private Wealth Advisors (California)
California
$269K +$269K +12,124 New
MHS
72
M Holdings Securities
Oregon
$268K +$268K +12,343 New
LWMI
73
Legacy Wealth Management (Idaho)
Idaho
$267K +$267K +12,048 New
LIS
74
Legacy Investment Solutions
Idaho
$267K +$267K +12,048 New
SFS
75
Sowell Financial Services
Arkansas
$261K +$261K +11,794 New