YieldMax NVDA Option Income Strategy ETF
NVDY
25 hedge funds and large institutions have $13.1M invested in YieldMax NVDA Option Income Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 7 closing their positions.
343% more capital invested
Capital invested by funds: $2.96M → $13.1M (+$10.2M)
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
39% more funds holding
Funds holding: 18 → 25 (+7)
1.78% more ownership
Funds ownership: 1.95% → 3.74% (+1.8%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
77% less call options, than puts
Call options by funds: $911K | Put options by funds: $4.03M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$8.04M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
+$702K |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$598K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$312K |
| 5 |
AFG
Atomi Financial Group
New York
|
+$284K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$933K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$522K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$354K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$104K |
| 5 |
ZF
Zega Financial
Palm Beach Gardens,
Florida
|
-$58K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$522K | -23,089 | Closed |
|
|
AWM
27
AE Wealth Management
Topeka,
Kansas
| – | -$354K | -14,471 | Closed |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$104K | -3,948 | Closed |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| – | -$20.9K | -926 | Closed |
|
30
Simplex Trading
Chicago,
Illinois
| – | -$19K | -871 | Closed |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| – | -$589 | -26 | Closed |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$132 | +5 | New |
|
NVDY Hedge Fund Activity: Q1 2024 in Review
25 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in YieldMax NVDA Option Income Strategy ETF (NVDY) for Q1 2024, worth a combined $13.1M — up 343% from $2.96M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new NVDY positions and 7 closed out — a net gain of 9 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Tidal Investments, opening a new position worth an estimated $8.04M. The largest seller was Old Mission Capital, exiting entirely with an estimated $933K sold.
- 25 institutional investors held YieldMax NVDA Option Income Strategy ETF (NVDY) as of Q1 2024, up from 18 in Q4 2023.
- Funds reported $13.1M of YieldMax NVDA Option Income Strategy ETF stock for Q1 2024, up 343% quarter-over-quarter.
- 16 funds opened new YieldMax NVDA Option Income Strategy ETF positions in Q1 2024 and 7 closed out, a net change of +9 holders.
- The largest YieldMax NVDA Option Income Strategy ETF buyer in Q1 2024 was Tidal Investments, an estimated $8.04M added.
- The largest YieldMax NVDA Option Income Strategy ETF seller in Q1 2024 was Old Mission Capital, an estimated $933K sold.
Based on aggregated 13F filings for Q1 2024.