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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$17.7M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$6.05M |
| 3 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$2.69M |
| 4 |
EC
Elequin Capital
New York
|
+$1.83M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$3.63M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
-$2.52M |
| 3 |
Jane Street
New York
|
-$1.17M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$485K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$442K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPWT
76
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$58.4K | -2,500 | Closed |
|
|
BBHC
77
Brown Brothers Harriman & Co
New York
| – | -$46.7K | -2,000 | Closed |
|
78
Belvedere Trading
Chicago,
Illinois
| – | -$32.9K | -1,410 | Closed |
|
|
OP
79
ORG Partners
Roanoke,
Indiana
| – | -$11.4K | -488 | Closed |
|
80
JP Morgan Chase
New York
| – | -$2.33K | -100 | Closed |
|
|
AIC
81
Archer Investment Corporation
Carmel,
Indiana
| – | -$1.22K | -52 | Closed |
|
82
Fidelity Investments
Boston,
Massachusetts
| – | -$70 | -3 | Closed |
|
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.