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YieldMax NVDA Option Income Strategy ETF
NVDY

60 hedge funds and large institutions have $126M invested in YieldMax NVDA Option Income Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

98% more capital invested

Capital invested by funds: $63.8M → $126M (+$62.2M)

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

18% more funds holding

Funds holding: 51 → 60 (+9)

2.95% more ownership

Funds ownership: 5.92% → 8.87% (+3%)

2% more call options, than puts

Call options by funds: $8.77M | Put options by funds: $8.58M

Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
24
Reduced
6
Closed
11
Calls
$8.77M
Puts
$8.58M
Net Calls
+$189K
Net Calls Change
+$520K

Top Buyers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
+$42.5M
2
CF
Centaurus Financial
California
+$12.7M
3
IFG
Independent Financial Group
California
+$4.82M
4
SS
Sunbelt Securities
Texas
+$1.89M
5
Jane Street
Jane Street
New York
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
Walleye Capital
Walleye Capital
New York
-$566K
2
SOS
Silver Oak Securities
Tennessee
-$436K
3
PPW
Pasadena Private Wealth
California
-$431K
4
Belvedere Trading
Belvedere Trading
Illinois
-$289K
5
DAS
Dynamic Advisor Solutions
Arizona
-$289K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$262K +$280K +11,215 New
ZI
27
ZEGA Investments
Florida
$257K +$278K +11,157 New
PAG
28
Private Advisor Group
New Jersey
$250K +$267K +10,725 New
TRCT
29
Tower Research Capital (TRC)
New York
$233K -$22.1K -885 -8%
AWA
30
Arkadios Wealth Advisors
Georgia
$232K -$186K -7,465 -43%
KWM
31
Keebeck Wealth Management
Illinois
$232K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$229K +$138K +5,521 +128%
Group One Trading
33
Group One Trading
Illinois
$216K +$230K +9,238 New
CSP
34
Cary Street Partners
Virginia
$210K +$224K +8,999 New
AWA
35
Arete Wealth Advisors
Illinois
$209K +$223K +8,961 New
CA
36
CoreCap Advisors
Michigan
$204K +$217K +8,696 +22,297%
EWM
37
EPG Wealth Management
Georgia
$135K +$17.5K +702 +14%
TAM
38
Tucker Asset Management
Colorado
$93.2K +$71.7K +2,874 +257%
FIA
39
FNY Investment Advisers
New York
$70K +$74.8K +3,000 New
CAS
40
Coppell Advisory Solutions
Texas
$59.4K +$7.36K +295 +13%
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$58.4K +$62.3K +2,500 New
WSFS
42
Wilmington Savings Fund Society
Delaware
$52.7K – – –
BBHC
43
Brown Brothers Harriman & Co
New York
$46.7K +$49.9K +2,000 New
PS
44
Principal Securities
Iowa
$38.6K +$41.2K +1,651 New
Belvedere Trading
45
Belvedere Trading
Illinois
$32.9K -$289K -11,598 -89%
AWM
46
AE Wealth Management
Kansas
$21.3K +$22.8K +914 New
AF
47
Allworth Financial
California
$16.4K +$17.3K +695 New
OP
48
ORG Partners
Indiana
$11.4K +$5.54K +222 +83%
S
49
SignatureFD
Georgia
$7K +$4.99K +200 +200%
PS
50
Pinney & Scofield
Massachusetts
$4.67K +$4.99K +200 New
1
2
3

NVDY Hedge Fund Activity: Q4 2024 in Review

60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in YieldMax NVDA Option Income Strategy ETF (NVDY) for Q4 2024, worth a combined $126M — up 98% from $63.8M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NVDY positions and 11 closed out — a net gain of 10 holders — while 24 added to existing stakes and 6 trimmed.

The largest buyer was Tidal Investments, adding an estimated $42.5M. The largest seller was Walleye Capital, exiting entirely with an estimated $566K sold.

  • 60 institutional investors held YieldMax NVDA Option Income Strategy ETF (NVDY) as of Q4 2024, up from 51 in Q3 2024.
  • Funds reported $126M of YieldMax NVDA Option Income Strategy ETF stock for Q4 2024, up 98% quarter-over-quarter.
  • 21 funds opened new YieldMax NVDA Option Income Strategy ETF positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest YieldMax NVDA Option Income Strategy ETF buyer in Q4 2024 was Tidal Investments, an estimated $42.5M added.
  • The largest YieldMax NVDA Option Income Strategy ETF seller in Q4 2024 was Walleye Capital, an estimated $566K sold.

Based on aggregated 13F filings for Q4 2024.