YieldMax NVDA Option Income Strategy ETF
NVDY
18 hedge funds and large institutions have $2.95M invested in YieldMax NVDA Option Income Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 5 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
38% more funds holding
Funds holding: 13 → 18 (+5)
10% less call options, than puts
Call options by funds: $699K | Put options by funds: $776K
1.23% less ownership
Funds ownership: 3.18% → 1.95% (-1.2%)
47% less capital invested
Capital invested by funds: $5.6M → $2.95M (-$2.64M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$636K |
| 2 |
BCM
BluePath Capital Management
Atlanta,
Georgia
|
+$571K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$314K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$40.2K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$20.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$2.05M |
| 2 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
-$1.86M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$624K |
| 4 |
AA
AlphaMark Advisors
Ft. Wright,
Kentucky
|
-$80K |
| 5 |
Belvedere Trading
Chicago,
Illinois
|
-$73K |
NVDY Hedge Fund Activity: Q4 2023 in Review
18 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in YieldMax NVDA Option Income Strategy ETF (NVDY) for Q4 2023, worth a combined $2.95M — down 47% from $5.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new NVDY positions and 5 closed out — a net gain of 5 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $636K. The largest seller was Scotia Capital, exiting entirely with an estimated $2.05M sold.
- 18 institutional investors held YieldMax NVDA Option Income Strategy ETF (NVDY) as of Q4 2023, up from 13 in Q3 2023.
- Funds reported $2.95M of YieldMax NVDA Option Income Strategy ETF stock for Q4 2023, down 47% quarter-over-quarter.
- 10 funds opened new YieldMax NVDA Option Income Strategy ETF positions in Q4 2023 and 5 closed out, a net change of +5 holders.
- The largest YieldMax NVDA Option Income Strategy ETF buyer in Q4 2023 was Old Mission Capital, an estimated $636K added.
- The largest YieldMax NVDA Option Income Strategy ETF seller in Q4 2023 was Scotia Capital, an estimated $2.05M sold.
Based on aggregated 13F filings for Q4 2023.