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YieldMax MSTR Option Income Strategy ETF

89 hedge funds and large institutions have $52.4M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.93% more ownership

Funds ownership: 0.77%3.7% (+2.9%)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

46% less funds holding

Funds holding: 16689 (-77)

66% less capital invested

Capital invested by funds: $152M → $52.4M (-$100M)

67% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $35.4M

83% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 93

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
89
Holders Change
-77
Holders Change %
-46.39%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
30
Reduced
33
Closed
93
Calls
$11.8M
Puts
$35.4M
Net Calls
-$23.5M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
S
76
SignatureFD
Georgia
$961 -$1.96K -42 -57%
AAP
77
Arax Advisory Partners
Colorado
$888 -$2.15K -46 -61%
SIS
78
Strategic Investment Solutions
Illinois
$799 -$47 -1 -4%
DSC
79
Duncker Streett & Co
Missouri
$592
TSMHT
80
Thurston Springer Miller Herd & Titak
Indiana
$592 +$934 +20 New
IBOK
81
Independence Bank of Kentucky
Kentucky
$444 +$700 +15 New
PA
82
Parallel Advisors
California
$414 -$47 -1 -7%
HCM
83
Hollencrest Capital Management
California
$414 +$47 +1 +8%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$385 +$140 +3 +30%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$326 +$514 +11 New
Wells Fargo
86
Wells Fargo
California
$283 +$187 +4 +67%
AUB
87
Atlantic Union Bankshares
Virginia
$267 +$420 +9 New
DWM
88
Darwin Wealth Management
Florida
$236
MI
89
Motiv8 Investments
Florida
$2 +$2.94K +63 New
IMC Chicago
90
IMC Chicago
Illinois
-$17.5M -250,434 Closed
PAG
91
Private Advisor Group
New Jersey
-$8.93M -127,913 Closed
IFG
92
Independent Financial Group
California
-$7.01M -100,469 Closed
JF
93
Jump Financial
Illinois
-$4.78M -68,545 Closed
KWM
94
Keebeck Wealth Management
Illinois
-$2.6M -37,278 Closed
PCM
95
Prelude Capital Management
New York
-$2.09M -30,000 Closed
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
-$1.76M -25,229 Closed
FA
97
Fiduciary Alliance
South Carolina
-$1.43M -20,524 Closed
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
-$1.22M -17,425 Closed
SAM
99
Secure Asset Management
Michigan
-$1.21M -16,802 Closed
RCG
100
Regatta Capital Group
California
-$628K -9,000 Closed