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YieldMax MSTR Option Income Strategy ETF

87 hedge funds and large institutions have $52M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 14 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

85% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 92

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
87
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
AIP
126
Almanack Investment Partners
Pennsylvania
FWM
127
Finer Wealth Management
Massachusetts
WS
128
Wedbush Securities
California
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
HIP
130
HUB Investment Partners
Texas
SFS
131
Sowell Financial Services
Arkansas
VFA
132
Valeo Financial Advisors
Indiana
CWA
133
Capital Wealth Alliance
Arizona
UWP
134
Uniting Wealth Partners
Kansas
PWS
135
Precision Wealth Strategies
Missouri
SCM
136
Stonehearth Capital Management
Massachusetts
TSS
137
Two Sigma Securities
New York
Cerity Partners
138
Cerity Partners
New York
NA
139
NewEdge Advisors
Louisiana
LFGO
140
Legacy Financial Group (Oklahoma)
Oklahoma
BFG
141
Berger Financial Group
Minnesota
TF
142
Trek Financial
Arizona
JSAM
143
J. Safra Asset Management
New York
AWA
144
Arete Wealth Advisors
Illinois
PWAC
145
Private Wealth Advisors (California)
California
SC
146
Scotia Capital
Ontario, Canada
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
WAP
148
Wealthcare Advisory Partners
Pennsylvania
TA
149
Tactive Advisors
Florida
ISL
150
Ingalls & Snyder LLC
New York