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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$9.16M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$6.38M |
| 3 |
Group One Trading
Chicago,
Illinois
|
+$3.14M |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$2.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.81M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.56M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.17M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.07M |
| 5 |
Belvedere Trading
Chicago,
Illinois
|
-$575K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Jane Street
New York
| – | -$5.81M | -46,977 | Closed |
|
|
OMC
77
Old Mission Capital
Chicago,
Illinois
| – | -$1.07M | -8,171 | Closed |
|
|
SWM
78
Shepherd Wealth Management
Cincinnati,
Ohio
| – | -$325K | -2,469 | Closed |
|
|
DCM
79
Dimension Capital Management
Coral Gables,
Florida
| – | -$263K | -2,000 | Closed |
|
|
KAS
80
Kestra Advisory Services
Austin,
Texas
| – | -$260K | -1,975 | Closed |
|
81
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$234K | -1,777 | Closed |
|
|
SRL
82
Scientech Research LLC
Jersey City,
New Jersey
| – | -$230K | -1,749 | Closed |
|
|
PFS
83
Prospera Financial Services
Dallas,
Texas
| – | -$225K | -1,710 | Closed |
|
|
WAM
84
Worth Asset Management
Dallas,
Texas
| – | -$207K | -1,575 | Closed |
|
85
US Bancorp
Minneapolis,
Minnesota
| – | -$44.6K | -339 | Closed |
|
86
Optiver Holding
Amsterdam,
Netherlands
| – | -$34.4K | -262 | Closed |
|
|
AWM
87
Avior Wealth Management
Omaha,
Nebraska
| – | -$1.56K | -12 | Closed |
|
88
Fidelity Investments
Boston,
Massachusetts
| – | -$79 | -1 | Closed |
|
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.