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YieldMax MSTR Option Income Strategy ETF

75 hedge funds and large institutions have $33.4M invested in YieldMax MSTR Option Income Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% less ownership

Funds ownership: 3.7%3.23% (-0.47%)

16% less funds holding

Funds holding: 8975 (-14)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

36% less capital invested

Capital invested by funds: $52.4M → $33.4M (-$18.9M)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

59% less call options, than puts

Call options by funds: $8.06M | Put options by funds: $19.5M

Holders
75
Holders Change
-14
Holders Change %
-15.73%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
17
Reduced
23
Closed
21
Calls
$8.06M
Puts
$19.5M
Net Calls
-$11.5M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$11.3M -$449K -17,525 -3%
Goldman Sachs
2
Goldman Sachs
New York
$5.32M +$6.41M +250,000 New
UBS Group
3
UBS Group
Switzerland
$3.91M -$1.55M -60,296 -25%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.42M -$4.92M -191,991 -63%
Jane Street
5
Jane Street
New York
$1.66M -$415K -16,211 -17%
Renaissance Technologies
6
Renaissance Technologies
New York
$1.63M +$1.65M +64,300 +519%
Citadel Advisors
7
Citadel Advisors
Florida
$1.01M +$1.22M +47,614 New
OMC
8
Old Mission Capital
Illinois
$832K -$1.77M -69,126 -64%
Group One Trading
9
Group One Trading
Illinois
$758K -$329K -12,849 -27%
FIA
10
FNY Investment Advisers
New York
$427K +$2.56K +100 +0.5%
AV
11
Aspiring Ventures
Ohio
$418K -$341K -13,298 -40%
MFG
12
Merit Financial Group
Georgia
$388K
Morgan Stanley
13
Morgan Stanley
New York
$367K +$5.3K +207 +1%
SAW
14
Signal Advisors Wealth
Michigan
$337K -$6.89K -269 -2%
MWM
15
Maripau Wealth Management
Indiana
$330K -$18.6K -725 -4%
IW
16
Instrumental Wealth
Florida
$304K
DAS
17
Dynamic Advisor Solutions
Arizona
$281K +$153K +5,970 +82%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$281K +$338K +13,200 New
1WA
19
180 Wealth Advisors
Washington
$258K +$310K +12,100 New
TC
20
Truvestments Capital
Florida
$183K +$1.82K +71 +0.8%
Simplex Trading
21
Simplex Trading
Illinois
$145K -$486K -18,957 -74%
US Bancorp
22
US Bancorp
Minnesota
$113K +$106K +4,131 +351%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$111K +$10.3K +400 +8%
CPG
24
Cornerstone Planning Group
New Jersey
$93.1K +$9.2K +359 +12%
EI
25
EFG International
$53.1K +$63.9K +2,493 New