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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 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

83% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 92

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
89
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
MML Investors Services
126
MML Investors Services
Massachusetts
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
AIP
128
Almanack Investment Partners
Pennsylvania
FWM
129
Finer Wealth Management
Massachusetts
WS
130
Wedbush Securities
California
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
HIP
132
HUB Investment Partners
Texas
SFS
133
Sowell Financial Services
Arkansas
VFA
134
Valeo Financial Advisors
Indiana
CWA
135
Capital Wealth Alliance
Arizona
UWP
136
Uniting Wealth Partners
Kansas
PWS
137
Precision Wealth Strategies
Missouri
SCM
138
Stonehearth Capital Management
Massachusetts
TSS
139
Two Sigma Securities
New York
Cerity Partners
140
Cerity Partners
New York
NA
141
NewEdge Advisors
Louisiana
LFGO
142
Legacy Financial Group (Oklahoma)
Oklahoma
BFG
143
Berger Financial Group
Minnesota
TF
144
Trek Financial
Arizona
JSAM
145
J. Safra Asset Management
New York
AWA
146
Arete Wealth Advisors
Illinois
PWAC
147
Private Wealth Advisors (California)
California
SC
148
Scotia Capital
Ontario, Canada
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
WAP
150
Wealthcare Advisory Partners
Pennsylvania