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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
SIS
76
Strategic Investment Solutions
Illinois
$1.24K +$125 +9 +10%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$727 -$612 -44 -44%
JWA
78
JFS Wealth Advisors
Pennsylvania
$649
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$208
CTA
80
Colonial Trust Advisors
South Carolina
$8
DJSG
81
D.J. St. Germain
Massachusetts
$7 +$14 +1 New
OMC
82
Old Mission Capital
Illinois
-$4.07M -278,236 Closed
IMC Chicago
83
IMC Chicago
Illinois
-$1.35M -92,423 Closed
FIA
84
FNY Investment Advisers
New York
-$1.19M -81,300 Closed
MW
85
MBL Wealth
North Carolina
-$371K -25,400 Closed
JSAM
86
J. Safra Asset Management
New York
-$218K -14,944 Closed
AWA
87
Arete Wealth Advisors
Illinois
-$202K -13,845 Closed
TSS
88
Two Sigma Securities
New York
-$199K -13,634 Closed
KA
89
Kure Advisory
Minnesota
-$187K -12,794 Closed
IPAM
90
Investment Partners Asset Management
New Jersey
-$169K -11,591 Closed
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
-$152K -10,389 Closed
PS
92
Principal Securities
Iowa
-$149K -10,232 Closed
IDA
93
Intelligence Driven Advisers
California
-$147K -10,094 Closed
KAS
94
Kestra Advisory Services
Texas
-$90.6K -6,199 Closed
Group One Trading
95
Group One Trading
Illinois
-$66.1K -4,525 Closed
PS
96
Pinney & Scofield
Massachusetts
-$25.1K -1,721 Closed
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$17.5K -1,200 Closed
GAFA
98
Garton & Associates Financial Advisors
Kentucky
-$16.7K -1,140 Closed
Bank of America
99
Bank of America
North Carolina
-$5.97K -409 Closed
SC
100
Swan Capital
Florida
-$5.42K -371 Closed

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.