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YieldMax MSTR Option Income Strategy ETF

165 hedge funds and large institutions have $146M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 80 increasing their positions, 31 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$30.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$215K
VFA
77
Valeo Financial Advisors
Indiana
$213K
CWA
78
Capital Wealth Alliance
Arizona
$211K
UWP
79
Uniting Wealth Partners
Kansas
$195K
PWS
80
Precision Wealth Strategies
Missouri
$194K
SCM
81
Stonehearth Capital Management
Massachusetts
$188K
TSS
82
Two Sigma Securities
New York
$184K
Cerity Partners
83
Cerity Partners
New York
$184K
NA
84
NewEdge Advisors
Louisiana
$180K
LFGO
85
Legacy Financial Group (Oklahoma)
Oklahoma
$179K
BFG
86
Berger Financial Group
Minnesota
$177K
HNB
87
Huntington National Bank
Ohio
$172K
TF
88
Trek Financial
Arizona
$171K
JSAM
89
J. Safra Asset Management
New York
$170K
AWA
90
Arete Wealth Advisors
Illinois
$170K
PWAC
91
Private Wealth Advisors (California)
California
$169K
SC
92
Scotia Capital
Ontario, Canada
$162K
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$162K
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$160K
TA
95
Tactive Advisors
Florida
$157K
ISL
96
Ingalls & Snyder LLC
New York
$153K
Lido Advisors
97
Lido Advisors
California
$151K
EHC
98
Everett Harris & Co
California
$150K
WCM
99
Winebrenner Capital Management
Kentucky
$147K
AC
100
Avestar Capital
New York
$142K