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YieldMax NVDA Option Income Strategy ETF
NVDY

13 hedge funds and large institutions have $5.6M invested in YieldMax NVDA Option Income Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

86,578% more capital invested

Capital invested by funds: $6.46K → $5.6M (+$5.59M)

1,200% more funds holding

Funds holding: 1 → 13 (+12)

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

3.14% more ownership

Funds ownership: 0.04% → 3.18% (+3.1%)

31% less call options, than puts

Call options by funds: $272K | Put options by funds: $394K

Holders
13
Holders Change
+12
Holders Change %
+1,200%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
–
Reduced
–
Closed
1
Calls
$272K
Puts
$394K
Net Calls
-$122K
Net Calls Change
-$122K

Top Buyers

Rank Fund Capital Flow
1
SC
Scotia Capital
Ontario, Canada
+$2.14M
2
TWC
TD Waterhouse Canada
Ontario, Canada
+$1.18M
3
Citadel Advisors
Citadel Advisors
Florida
+$746K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$485K
5
OMC
Old Mission Capital
Illinois
+$273K

Top Sellers

Rank Fund Capital Flow
1
CAS
Coppell Advisory Solutions
Texas
-$6.46K
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1
Scotia Capital
Ontario, Canada
$2.05M +$2.14M +93,571 New
TWC
2
TD Waterhouse Canada
Ontario, Canada
$1.86M +$1.18M +51,837 New
Citadel Advisors
3
Citadel Advisors
Florida
$716K +$746K +32,688 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$465K +$485K +21,238 New
OMC
5
Old Mission Capital
Illinois
$262K +$273K +11,948 New
Belvedere Trading
6
Belvedere Trading
Illinois
$93.5K +$97.5K +4,271 New
AA
7
AlphaMark Advisors
Kentucky
$80K +$83K +3,636 New
EWM
8
EPG Wealth Management
Georgia
$57K +$59.4K +2,602 New
Morgan Stanley
9
Morgan Stanley
New York
$8.76K +$9.13K +400 New
IA
10
IFP Advisors
Florida
$2.19K +$2.28K +100 New
TAM
11
Tucker Asset Management
Colorado
$1.09K +$1.14K +50 New
Osaic Holdings
12
Osaic Holdings
Arizona
$1.03K +$1.07K +47 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1K +$1.12K +49 New
CAS
14
Coppell Advisory Solutions
Texas
– -$6.46K -283 Closed

NVDY Hedge Fund Activity: Q3 2023 in Review

13 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in YieldMax NVDA Option Income Strategy ETF (NVDY) for Q3 2023, worth a combined $5.6M — up 86,578% from $6.46K a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NVDY positions and 1 closed out — a net gain of 12 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Scotia Capital, opening a new position worth an estimated $2.14M. The largest seller was Coppell Advisory Solutions, exiting entirely with an estimated $6.46K sold.

  • 13 institutional investors held YieldMax NVDA Option Income Strategy ETF (NVDY) as of Q3 2023, up from 1 in Q2 2023.
  • Funds reported $5.6M of YieldMax NVDA Option Income Strategy ETF stock for Q3 2023, up 86,578% quarter-over-quarter.
  • 13 funds opened new YieldMax NVDA Option Income Strategy ETF positions in Q3 2023 and 1 closed out, a net change of +12 holders.
  • The largest YieldMax NVDA Option Income Strategy ETF buyer in Q3 2023 was Scotia Capital, an estimated $2.14M added.
  • The largest YieldMax NVDA Option Income Strategy ETF seller in Q3 2023 was Coppell Advisory Solutions, an estimated $6.46K sold.

Based on aggregated 13F filings for Q3 2023.