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YieldMax NVDA Option Income Strategy ETF
NVDY

60 hedge funds and large institutions have $126M invested in YieldMax NVDA Option Income Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

98% more capital invested

Capital invested by funds: $63.8M → $126M (+$62.2M)

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

18% more funds holding

Funds holding: 51 → 60 (+9)

2.95% more ownership

Funds ownership: 5.92% → 8.87% (+3%)

2% more call options, than puts

Call options by funds: $8.77M | Put options by funds: $8.58M

Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
24
Reduced
6
Closed
11
Calls
$8.77M
Puts
$8.58M
Net Calls
+$189K
Net Calls Change
+$520K

Top Buyers

1
TI
Tidal Investments
Wisconsin
+$42.5M
2
CF
Centaurus Financial
California
+$12.7M
3
IFG
Independent Financial Group
California
+$4.82M
4
SS
Sunbelt Securities
Texas
+$1.89M
5
Jane Street
Jane Street
New York
+$1.49M

Top Sellers

1
Walleye Capital
Walleye Capital
New York
-$566K
2
SOS
Silver Oak Securities
Tennessee
-$436K
3
PPW
Pasadena Private Wealth
California
-$431K
4
Belvedere Trading
Belvedere Trading
Illinois
-$289K
5
DAS
Dynamic Advisor Solutions
Arizona
-$289K
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1
Tidal Investments
Wisconsin
$71.4M +$42.5M +1,705,833 +126%
CF
2
Centaurus Financial
California
$22M +$12.7M +509,650 +118%
SS
3
Sunbelt Securities
Texas
$6.02M +$1.89M +75,630 +43%
IFG
4
Independent Financial Group
California
$4.79M +$4.82M +193,361 +1,630%
HCM
5
Howard Capital Management
Georgia
$3.63M +$648K +25,975 +20%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$3.26M +$1.33M +53,508 +62%
AWE
7
Avidian Wealth Enterprises
Texas
$1.65M – – –
Jane Street
8
Jane Street
New York
$1.4M +$1.49M +59,849 New
BCM
9
BluePath Capital Management
Georgia
$826K +$187K +7,491 +25%
CCG
10
Capital CS Group
California
$825K +$178K +7,150 +25%
WCM
11
Westend Capital Management
California
$761K +$462K +18,512 +132%
Simplex Trading
12
Simplex Trading
Illinois
$698K +$584K +23,421 +362%
SI
13
Stephens Inc
Arkansas
$634K -$197K -7,914 -23%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$579K +$52.6K +2,110 +9%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$547K +$147K +5,883 +34%
VWA
16
Visionary Wealth Advisors
Illinois
$524K +$45.6K +1,828 +9%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$498K +$522K +20,936 +5,234%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$485K +$517K +20,750 New
Morgan Stanley
19
Morgan Stanley
New York
$462K +$210K +8,440 +74%
AFG
20
Atomi Financial Group
New York
$374K +$20.9K +837 +6%
HF
21
HRT Financial
New York
$321K +$344K +13,789 New
CI
22
Cavalier Investments
Georgia
$294K +$314K +12,605 New
HW
23
Hamilton Wealth
California
$280K – – –
NP
24
NorthRock Partners
Minnesota
$269K – – –
SOS
25
Silver Oak Securities
Tennessee
$267K -$436K -17,501 -61%
1
2 3

NVDY Hedge Fund Activity: Q4 2024 in Review

60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in YieldMax NVDA Option Income Strategy ETF (NVDY) for Q4 2024, worth a combined $126M — up 98% from $63.8M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NVDY positions and 11 closed out — a net gain of 10 holders — while 24 added to existing stakes and 6 trimmed.

The largest buyer was Tidal Investments, adding an estimated $42.5M. The largest seller was Walleye Capital, exiting entirely with an estimated $566K sold.

  • 60 institutional investors held YieldMax NVDA Option Income Strategy ETF (NVDY) as of Q4 2024, up from 51 in Q3 2024.
  • Funds reported $126M of YieldMax NVDA Option Income Strategy ETF stock for Q4 2024, up 98% quarter-over-quarter.
  • 21 funds opened new YieldMax NVDA Option Income Strategy ETF positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest YieldMax NVDA Option Income Strategy ETF buyer in Q4 2024 was Tidal Investments, an estimated $42.5M added.
  • The largest YieldMax NVDA Option Income Strategy ETF seller in Q4 2024 was Walleye Capital, an estimated $566K sold.

Based on aggregated 13F filings for Q4 2024.