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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
JWCA
101
J.W. Cole Advisors
Florida
-$588K -8,419 Closed
PFS
102
Prospera Financial Services
Texas
-$574K -8,229 Closed
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
-$548K -7,898 Closed
LA
104
Lifeworks Advisors
Michigan
-$550K -7,882 Closed
LW
105
Lauer Wealth
Indiana
-$425K -6,681 Closed
VWA
106
Visionary Wealth Advisors
Illinois
-$443K -6,342 Closed
KFA
107
Kapstone Financial Advisors
Ohio
-$433K -6,209 Closed
FPGK
108
Financial Partners Group (Kansas)
Kansas
-$410K -5,868 Closed
HF
109
HRT Financial
New York
-$373K -5,348 Closed
Creative Planning
110
Creative Planning
Kansas
-$372K -5,325 Closed
MWM
111
Meridian Wealth Management
Kentucky
-$368K -5,273 Closed
Mariner
112
Mariner
Kansas
-$359K -5,141 Closed
RWA
113
Redhawk Wealth Advisors
Minnesota
-$350K -5,017 Closed
UAG
114
United Advisor Group
Ohio
-$344K -4,931 Closed
HighTower Advisors
115
HighTower Advisors
Illinois
-$324K -4,639 Closed
IAS
116
Insigneo Advisory Services
Florida
-$318K -4,562 Closed
SP
117
SIH Partners
Delaware
-$315K -4,508 Closed
KJWM
118
Kiley Juergens Wealth Management
Washington
-$310K -4,436 Closed
CG
119
CFO4Life Group
Texas
-$302K -4,323 Closed
ZI
120
ZEGA Investments
Florida
-$296K -4,245 Closed
KWA
121
Kingswood Wealth Advisors
California
-$288K -4,120 Closed
AFP
122
Ausdal Financial Partners
Iowa
-$287K -4,107 Closed
CW
123
CreativeOne Wealth
Kansas
-$284K -4,065 Closed
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
-$283K -4,059 Closed
AA
125
Argent Advisors
Louisiana
-$279K -4,000 Closed