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YieldMax MSTR Option Income Strategy ETF

87 hedge funds and large institutions have $52M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 14 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

85% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 92

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
87
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
NFSG
51
Newbridge Financial Services Group
Florida
$18.3K
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$14.6K
HI
53
Harbour Investments
Wisconsin
$13.2K
RFP
54
Root Financial Partners
California
$11.3K
LFG
55
Larson Financial Group
Missouri
$11.2K
MCM
56
MAI Capital Management
Ohio
$10.1K
AF
57
Allworth Financial
California
$9.86K
SIS
58
Sound Income Strategies
Florida
$9.56K
VFM
59
Vision Financial Markets
Connecticut
$8.16K
BBHC
60
Brown Brothers Harriman & Co
New York
$7.4K
GAFA
61
Garton & Associates Financial Advisors
Kentucky
$5.68K
OP
62
ORG Partners
Indiana
$5.47K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$3.58K
CIA
64
Cape Investment Advisory
Georgia
$2.43K
ME
65
McIlrath & Eck
Washington
$2.4K
PFG
66
Premier Financial Group
California
$2.01K
IIM
67
IFC & Insurance Marketing
California
$2K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$1.78K
TCM
69
Triumph Capital Management
Colorado
$1.78K
SC
70
Swan Capital
Florida
$1.66K
MA
71
MCF Advisors
Kentucky
$1.57K
HWM
72
HighMark Wealth Management
Minnesota
$1.44K
AW
73
Avion Wealth
Texas
$1K
S
74
SignatureFD
Georgia
$961
AAP
75
Arax Advisory Partners
Colorado
$888