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YieldMax NVDA Option Income Strategy ETF

74 hedge funds and large institutions have $140M invested in YieldMax NVDA Option Income Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 12

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

36% more capital invested

Capital invested by funds: $103M → $140M (+$37.4M)

16% more funds holding

Funds holding: 6474 (+10)

0.15% less ownership

Funds ownership: 7.95%7.79% (-0.15%)

67% less call options, than puts

Call options by funds: $4.04M | Put options by funds: $12.1M

Holders
74
Holders Change
+10
Holders Change %
+15.63%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
35
Reduced
12
Closed
11
Calls
$4.04M
Puts
$12.1M
Net Calls
-$8.07M
Net Calls Change
-$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$84.5M +$16.7M +1,078,550 +27%
CF
2
Centaurus Financial
California
$16.4M -$221K -14,244 -1%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$7.71M +$4.05M +261,730 +132%
SS
4
Sunbelt Securities
Texas
$5.92M +$349K +22,535 +10%
OMC
5
Old Mission Capital
Illinois
$3.9M -$1.17M -75,760 -25%
AWE
6
Avidian Wealth Enterprises
Texas
$3.51M +$23.2K +1,500 +0.7%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$2.68M +$2.01M +130,060 +434%
Jane Street
8
Jane Street
New York
$2M +$1.85M +119,318 New
IFG
9
Independent Financial Group
California
$1.16M -$119K -7,674 -10%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$884K +$809K +52,225 +10,445%
MW
11
MBL Wealth
North Carolina
$778K +$279K +18,000 +63%
JF
12
Jump Financial
Illinois
$773K +$714K +46,118 New
WCM
13
Westend Capital Management
California
$659K +$12.4K +800 +2%
CCG
14
Capital CS Group
California
$650K +$227K +14,661 +61%
VWA
15
Visionary Wealth Advisors
Illinois
$580K +$92.2K +5,955 +21%
Renaissance Technologies
16
Renaissance Technologies
New York
$561K +$518K +33,469 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$499K -$126K -8,117 -21%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$468K +$76.1K +4,916 +22%
SI
19
Stephens Inc
Arkansas
$425K -$7.9K -510 -2%
AFG
20
Atomi Financial Group
New York
$350K +$13.3K +856 +4%
IA
21
Integrity Alliance
Iowa
$339K +$155K +9,989 +98%
WS
22
Wedbush Securities
California
$284K +$27.5K +1,774 +12%
Osaic Holdings
23
Osaic Holdings
Arizona
$276K -$165K -10,666 -39%
CI
24
Cavalier Investments
Georgia
$264K -$179K -11,556 -42%
Simplex Trading
25
Simplex Trading
Illinois
$258K +$76.5K +4,938 +47%

NVDY Hedge Fund Activity: Q2 2025 in Review

74 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in YieldMax NVDA Option Income Strategy ETF (NVDY) for Q2 2025, worth a combined $140M — up 36% from $103M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NVDY positions and 11 closed out — a net gain of 10 holders — while 35 added to existing stakes and 12 trimmed.

The largest buyer was Tidal Investments, adding an estimated $16.7M. The largest seller was Elequin Capital, exiting entirely with an estimated $1.43M sold.

  • 74 institutional investors held YieldMax NVDA Option Income Strategy ETF (NVDY) as of Q2 2025, up from 64 in Q1 2025.
  • Funds reported $140M of YieldMax NVDA Option Income Strategy ETF stock for Q2 2025, up 36% quarter-over-quarter.
  • 21 funds opened new YieldMax NVDA Option Income Strategy ETF positions in Q2 2025 and 11 closed out, a net change of +10 holders.
  • The largest YieldMax NVDA Option Income Strategy ETF buyer in Q2 2025 was Tidal Investments, an estimated $16.7M added.
  • The largest YieldMax NVDA Option Income Strategy ETF seller in Q2 2025 was Elequin Capital, an estimated $1.43M sold.

Based on aggregated 13F filings for Q2 2025.