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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
SIS
76
Strategic Investment Solutions
Illinois
$799
DSC
77
Duncker Streett & Co
Missouri
$592
TSMHT
78
Thurston Springer Miller Herd & Titak
Indiana
$592
IBOK
79
Independence Bank of Kentucky
Kentucky
$444
PA
80
Parallel Advisors
California
$414
HCM
81
Hollencrest Capital Management
California
$414
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$385
Jones Financial Companies
83
Jones Financial Companies
Missouri
$326
Wells Fargo
84
Wells Fargo
California
$283
AUB
85
Atlantic Union Bankshares
Virginia
$267
DWM
86
Darwin Wealth Management
Florida
$236
MI
87
Motiv8 Investments
Florida
$2
IMC Chicago
88
IMC Chicago
Illinois
PAG
89
Private Advisor Group
New Jersey
JF
90
Jump Financial
Illinois
KWM
91
Keebeck Wealth Management
Illinois
PCM
92
Prelude Capital Management
New York
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
FA
94
Fiduciary Alliance
South Carolina
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
SAM
96
Secure Asset Management
Michigan
RCG
97
Regatta Capital Group
California
JWCA
98
J.W. Cole Advisors
Florida
PFS
99
Prospera Financial Services
Texas
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota