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YieldMax MSTR Option Income Strategy ETF

73 hedge funds and large institutions have $61.4M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+26
Holders Change %
+55.32%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
21
Reduced
6
Closed
13
Calls
$33.1M
Puts
$30.9M
Net Calls
+$2.16M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TI
1
Tidal Investments
Wisconsin
$23M +$5.24M +257,920 +29%
PAG
2
Private Advisor Group
New Jersey
$7.53M +$7.53M +370,307 New
Group One Trading
3
Group One Trading
Illinois
$4.5M +$2.58M +126,849 +134%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.01M -$1.28M -62,943 -30%
Simplex Trading
5
Simplex Trading
Illinois
$2.5M +$429K +21,086 +21%
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.05M +$2.05M +101,000 New
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$1.83M +$1.22M +60,123 +200%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.5M +$1.5M +73,628 New
MFG
9
Merit Financial Group
Georgia
$1.12M +$427K +21,004 +62%
IW
10
Instrumental Wealth
Florida
$1.04M +$298K +12,636 +40%
BCM
11
BluePath Capital Management
Georgia
$902K +$902K +44,374 New
N
12
Natixis
France
$878K +$878K +42,809 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$790K +$327K +16,092 +71%
FA
14
Fiduciary Alliance
South Carolina
$772K +$165K +8,136 +27%
KWM
15
Keebeck Wealth Management
Illinois
$694K +$694K +34,151 New
Mariner
16
Mariner
Kansas
$576K +$576K +28,352 New
RCG
17
Regatta Capital Group
California
$508K +$508K +25,000 New
Belvedere Trading
18
Belvedere Trading
Illinois
$503K -$473K -23,274 -48%
DAS
19
Dynamic Advisor Solutions
Arizona
$496K +$496K +24,405 New
Morgan Stanley
20
Morgan Stanley
New York
$463K +$371K +18,227 +400%
AAS
21
Avantax Advisory Services
Texas
$446K +$446K +21,928 New
SG
22
StoneX Group
New York
$441K +$441K +21,679 New
MML Investors Services
23
MML Investors Services
Massachusetts
$410K +$106K +5,197 +35%
AA
24
Argent Advisors
Louisiana
$407K +$203K +10,000 +100%
SSA
25
Schonfeld Strategic Advisors
New York
$407K +$407K +20,000 New