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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
FIA
126
Foundations Investment Advisors
Arizona
-$277K -3,972 Closed
MML Investors Services
127
MML Investors Services
Massachusetts
-$277K -3,970 Closed
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
-$259K -3,712 Closed
AIP
129
Almanack Investment Partners
Pennsylvania
-$245K -3,508 Closed
FWM
130
Finer Wealth Management
Massachusetts
-$233K -3,333 Closed
WS
131
Wedbush Securities
California
-$221K -3,171 Closed
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
-$220K -3,148 Closed
HIP
133
HUB Investment Partners
Texas
-$218K -3,127 Closed
SFS
134
Sowell Financial Services
Arkansas
-$215K -3,078 Closed
VFA
135
Valeo Financial Advisors
Indiana
-$213K -3,052 Closed
CWA
136
Capital Wealth Alliance
Arizona
-$211K -3,025 Closed
UWP
137
Uniting Wealth Partners
Kansas
-$195K -2,800 Closed
PWS
138
Precision Wealth Strategies
Missouri
-$194K -2,781 Closed
SCM
139
Stonehearth Capital Management
Massachusetts
-$188K -2,690 Closed
TSS
140
Two Sigma Securities
New York
-$184K -2,642 Closed
Cerity Partners
141
Cerity Partners
New York
-$184K -2,629 Closed
NA
142
NewEdge Advisors
Louisiana
-$180K -2,582 Closed
LFGO
143
Legacy Financial Group (Oklahoma)
Oklahoma
-$179K -2,570 Closed
BFG
144
Berger Financial Group
Minnesota
-$177K -2,535 Closed
TF
145
Trek Financial
Arizona
-$171K -2,448 Closed
JSAM
146
J. Safra Asset Management
New York
-$170K -2,441 Closed
AWA
147
Arete Wealth Advisors
Illinois
-$170K -2,429 Closed
PWAC
148
Private Wealth Advisors (California)
California
-$169K -2,425 Closed
SC
149
Scotia Capital
Ontario, Canada
-$162K -2,325 Closed
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
-$162K -2,319 Closed