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YieldMax NVDA Option Income Strategy ETF

81 hedge funds and large institutions have $110M invested in YieldMax NVDA Option Income Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

1.48% less ownership

Funds ownership: 9.82%8.34% (-1.5%)

11% less funds holding

Funds holding: 9181 (-10)

31% less capital invested

Capital invested by funds: $158M → $110M (-$48.3M)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

50% less call options, than puts

Call options by funds: $4.4M | Put options by funds: $8.72M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
81
Holders Change
-10
Holders Change %
-10.99%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
28
Reduced
24
Closed
21
Calls
$4.4M
Puts
$8.72M
Net Calls
-$4.32M
Net Calls Change
+$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$330K -$348K -25,014 -50%
CWIG
27
Chung Wu Investment Group
Texas
$306K +$328K +23,600 New
PAG
28
Private Advisor Group
New Jersey
$298K +$919 +66 +0.3%
MML Investors Services
29
MML Investors Services
Massachusetts
$253K -$27K -1,939 -9%
KA
30
Kovack Advisors
Florida
$240K +$197K +14,184 New
MWM
31
Meadowbrook Wealth Management
New York
$237K -$44.8K -3,220 -15%
RWA
32
Redhawk Wealth Advisors
Minnesota
$234K +$12.9K +924 +5%
IA
33
Integrity Alliance
Iowa
$226K +$16.4K +1,179 +7%
AF
34
Allworth Financial
California
$211K +$32K +2,299 +16%
AWM
35
Adams Wealth Management
Utah
$189K +$16.1K +1,156 +9%
CI
36
CacheTech Inc
Utah
$189K +$16.1K +1,156 +9%
BCM
37
Brookstone Capital Management
Illinois
$188K +$201K +14,459 New
SG
38
StoneX Group
New York
$178K -$76.1K -5,467 -28%
AFG
39
Atomi Financial Group
New York
$172K -$200K -14,384 -52%
USCWA
40
U.S. Capital Wealth Advisors
Texas
$169K
JWCA
41
J.W. Cole Advisors
Florida
$167K -$51.4K -3,696 -22%
XT
42
XTX Topco
Cayman Islands
$163K -$102K -7,339 -37%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$162K
PFS
44
Prospera Financial Services
Texas
$161K +$1.21K +87 +0.7%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$152K -$188K -13,497 -53%
AWA
46
Arkadios Wealth Advisors
Georgia
$142K +$1.71K +123 +1%
TCM
47
Traynor Capital Management
Pennsylvania
$139K -$1.09K -78 -0.7%
Osaic Holdings
48
Osaic Holdings
Arizona
$134K -$28K -2,009 -16%
WCM
49
Winebrenner Capital Management
Kentucky
$130K
TRCT
50
Tower Research Capital (TRC)
New York
$98.5K +$106K +7,588 New

NVDY Hedge Fund Activity: Q1 2026 in Review

81 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in YieldMax NVDA Option Income Strategy ETF (NVDY) for Q1 2026, worth a combined $110M — down 31% from $158M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of NVDY and 13 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 28 added.

The largest buyer was UBS Group, adding an estimated $12.4M. The largest seller was Tidal Investments, cutting an estimated $29.3M.

  • 81 institutional investors held YieldMax NVDA Option Income Strategy ETF (NVDY) as of Q1 2026, down from 91 in Q4 2025.
  • Funds reported $110M of YieldMax NVDA Option Income Strategy ETF stock for Q1 2026, down 31% quarter-over-quarter.
  • 13 funds opened new YieldMax NVDA Option Income Strategy ETF positions in Q1 2026 and 21 closed out, a net change of -8 holders.
  • The largest YieldMax NVDA Option Income Strategy ETF buyer in Q1 2026 was UBS Group, an estimated $12.4M added.
  • The largest YieldMax NVDA Option Income Strategy ETF seller in Q1 2026 was Tidal Investments, an estimated $29.3M sold.

Based on aggregated 13F filings for Q1 2026.