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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
CIAS
51
Capital Investment Advisory Services
North Carolina
$97K
US Bancorp
52
US Bancorp
Minnesota
$64.5K
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$63.4K
JP Morgan Chase
54
JP Morgan Chase
New York
$60.8K +$68.3K +4,909 New
IAAG
55
Innovative Asset Advisors Group
Connecticut
$43.1K +$45.8K +3,294 New
CA
56
CoreCap Advisors
Michigan
$36.8K +$1.35K +97 +4%
SPIA
57
Steward Partners Investment Advisory
New York
$34.4K +$7.64K +549 +26%
VCM
58
Versant Capital Management
Arizona
$30.6K +$2.53K +182 +8%
WSFS
59
Wilmington Savings Fund Society
Delaware
$29.3K
HIA
60
HFM Investment Advisors
New Jersey
$23.9K
BWL
61
Bogart Wealth LLC
Virginia
$22.5K +$11.9K +858 +98%
NS
62
NBC Securities
Alabama
$13.9K +$14.9K +1,068 New
AWM
63
AE Wealth Management
Kansas
$13K -$102K -7,320 -88%
IA
64
IFP Advisors
Florida
$11.4K
FFA
65
Farther Finance Advisors
California
$7.91K
S
66
SignatureFD
Georgia
$7.79K +$1.39K +100 +20%
CWP
67
Clark Wealth Partners
Illinois
$7.5K +$779 +56 +11%
IAIM
68
International Assets Investment Management
Florida
$6.54K
HI
69
Harbour Investments
Wisconsin
$5.86K +$3.41K +245 +119%
VFM
70
Vision Financial Markets
Connecticut
$3.89K +$4.17K +300 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$2.66K +$2.85K +205 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$2.21K
Wells Fargo
73
Wells Fargo
California
$1.31K +$1.36K +98 +3,267%
PWAM
74
Private Wealth Asset Management
Iowa
$1.3K
AFC
75
Ares Financial Consulting
California
$1.29K +$1.38K +99 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.