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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 %
KPWS
76
Kestra Private Wealth Services
Texas
$256K +$256K +11,567 New
HNB
77
Huntington National Bank
Ohio
$256K
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$244K +$244K +11,007 New
AWA
79
Arete Wealth Advisors
Illinois
$242K +$708 +32 +0.3%
KJWM
80
Kiley Juergens Wealth Management
Washington
$239K +$239K +10,785 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$235K +$235K +10,601 New
WMA
82
Wealth Management Associates
New Jersey
$234K +$234K +10,570 New
EHC
83
Everett Harris & Co
California
$234K +$234K +10,555 New
WCM
84
Winebrenner Capital Management
Kentucky
$233K
SCM
85
Stonehearth Capital Management
Massachusetts
$230K +$230K +10,364 New
CPG
86
Cornerstone Planning Group
New Jersey
$223K +$223K +12,176 New
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$222K +$222K +10,000 New
SSA
88
Schonfeld Strategic Advisors
New York
$215K -$228K -10,300 -52%
TF
89
Trek Financial
Arizona
$211K +$211K +9,525 New
PWS
90
Precision Wealth Strategies
Missouri
$209K +$209K +9,406 New
AWM
91
Avior Wealth Management
Nebraska
$202K +$202K +9,115 New
FIA
92
Foundations Investment Advisors
Arizona
$202K +$202K +9,092 New
OP
93
ORG Partners
Indiana
$191K +$191K +8,872 New
FIA
94
FNY Investment Advisers
New York
$181K +$141K +6,400 +356%
AWM
95
AE Wealth Management
Kansas
$167K +$8.87K +400 +6%
NFSG
96
Newbridge Financial Services Group
Florida
$157K +$37.6K +1,695 +31%
WSFS
97
Wilmington Savings Fund Society
Delaware
$153K +$31.9K +1,437 +26%
PS
98
Principal Securities
Iowa
$144K +$141K +6,370 +4,938%
GRP
99
Global Retirement Partners
California
$130K +$130K +5,849 New
US Bancorp
100
US Bancorp
Minnesota
$125K +$125K +5,650 New