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YieldMax NVDA Option Income Strategy ETF
NVDY

64 hedge funds and large institutions have $103M invested in YieldMax NVDA Option Income Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

7% more funds holding

Funds holding: 60 → 64 (+4)

0.93% less ownership

Funds ownership: 8.87% → 7.95% (-0.93%)

18% less capital invested

Capital invested by funds: $126M → $103M (-$23.2M)

48% less call options, than puts

Call options by funds: $3.9M | Put options by funds: $7.57M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
24
Reduced
11
Closed
18
Calls
$3.9M
Puts
$7.57M
Net Calls
-$3.67M
Net Calls Change
-$3.85M

Top Buyers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
+$17.7M
2
OMC
Old Mission Capital
Illinois
+$6.05M
3
AWE
Avidian Wealth Enterprises
Texas
+$2.69M
4
EC
Elequin Capital
New York
+$1.83M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
-$3.63M
2
IFG
Independent Financial Group
California
-$2.52M
3
Jane Street
Jane Street
New York
-$1.17M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$485K
5
SS
Sunbelt Securities
Texas
-$442K
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
51
NBC Securities
Alabama
$5K +$6.83K +348 New
PS
52
Pinney & Scofield
Massachusetts
$3.08K – – –
BHWM
53
Beaird Harris Wealth Management
Texas
$3.08K +$3.92K +200 New
HI
54
Harbour Investments
Wisconsin
$3.08K +$3.92K +200 New
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$2.62K +$3.34K +170 New
HT
56
Headlands Technologies
Illinois
$2.6K +$3.32K +169 New
IA
57
IFP Advisors
Florida
$2K +$2.55K +130 New
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$1.01K +$392 +20 +43%
POIA
59
Pin Oak Investment Advisors
Texas
$1K – – –
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$1K – – –
SIS
61
Strategic Investment Solutions
Illinois
$822 +$196 +10 +23%
JWA
62
JFS Wealth Advisors
Pennsylvania
$769 – – –
RFG
63
REAP Financial Group
Texas
$769 +$981 +50 New
Wells Fargo
64
Wells Fargo
California
$40 +$20 +1 +50%
HCM
65
Howard Capital Management
Georgia
– -$3.63M -155,548 Closed
Jane Street
66
Jane Street
New York
– -$1.17M -59,849 Closed
CIBC World Market
67
CIBC World Market
Ontario, Canada
– -$485K -20,750 Closed
HF
68
HRT Financial
New York
– -$321K -13,789 Closed
HW
69
Hamilton Wealth
California
– -$280K -12,000 Closed
SOS
70
Silver Oak Securities
Tennessee
– -$267K -11,243 Closed
TRCT
71
Tower Research Capital (TRC)
New York
– -$233K -9,968 Closed
KWM
72
Keebeck Wealth Management
Illinois
– -$232K -9,915 Closed
CSP
73
Cary Street Partners
Virginia
– -$210K -8,999 Closed
AWA
74
Arete Wealth Advisors
Illinois
– -$209K -8,961 Closed
CAS
75
Coppell Advisory Solutions
Texas
– -$59.4K -2,501 Closed
1 2
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NVDY Hedge Fund Activity: Q1 2025 in Review

64 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in YieldMax NVDA Option Income Strategy ETF (NVDY) for Q1 2025, worth a combined $103M — down 18% from $126M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NVDY positions and 18 closed out — a net gain of 5 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was Tidal Investments, adding an estimated $17.7M. The largest seller was Howard Capital Management, exiting entirely with an estimated $3.63M sold.

  • 64 institutional investors held YieldMax NVDA Option Income Strategy ETF (NVDY) as of Q1 2025, up from 60 in Q4 2024.
  • Funds reported $103M of YieldMax NVDA Option Income Strategy ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 23 funds opened new YieldMax NVDA Option Income Strategy ETF positions in Q1 2025 and 18 closed out, a net change of +5 holders.
  • The largest YieldMax NVDA Option Income Strategy ETF buyer in Q1 2025 was Tidal Investments, an estimated $17.7M added.
  • The largest YieldMax NVDA Option Income Strategy ETF seller in Q1 2025 was Howard Capital Management, an estimated $3.63M sold.

Based on aggregated 13F filings for Q1 2025.