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YieldMax NVDA Option Income Strategy ETF

82 hedge funds and large institutions have $166M invested in YieldMax NVDA Option Income Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $140M → $166M (+$25.7M)

11% more funds holding

Funds holding: 7482 (+8)

1.07% more ownership

Funds ownership: 7.79%8.87% (+1.1%)

67% less call options, than puts

Call options by funds: $5.34M | Put options by funds: $16.4M

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
33
Reduced
15
Closed
13
Calls
$5.34M
Puts
$16.4M
Net Calls
-$11M
Net Calls Change
-$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$95.6M +$11M +654,392 +13%
CF
2
Centaurus Financial
California
$17M +$555K +32,915 +3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$11.9M +$4.2M +248,612 +54%
IMC Chicago
4
IMC Chicago
Illinois
$8.86M +$8.64M +511,826 +3,344%
AWE
5
Avidian Wealth Enterprises
Texas
$5.25M +$1.74M +103,200 +49%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$3.91M +$1.23M +72,682 +45%
SS
7
Sunbelt Securities
Texas
$3.89M -$367K -21,763 -9%
OMC
8
Old Mission Capital
Illinois
$2.25M -$1.67M -98,762 -42%
IFG
9
Independent Financial Group
California
$1.86M +$702K +41,578 +60%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.37M +$811K +48,031 +144%
FDCDDQ
11
Federation des caisses Desjardins du Quebec
Quebec, Canada
$902K +$16.5K +975 +2%
MW
12
MBL Wealth
North Carolina
$780K
CCG
13
Capital CS Group
California
$674K +$23.1K +1,371 +4%
WCM
14
Westend Capital Management
California
$668K +$8.05K +477 +1%
VWA
15
Visionary Wealth Advisors
Illinois
$630K +$49.1K +2,908 +8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$593K +$93.6K +5,544 +19%
TRCT
17
Tower Research Capital (TRC)
New York
$533K +$535K +31,719 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$455K +$457K +27,067 New
MOS
19
MGO One Seven
Ohio
$422K +$423K +25,091 New
MML Investors Services
20
MML Investors Services
Massachusetts
$417K +$167K +9,883 +66%
MWM
21
Meadowbrook Wealth Management
New York
$375K +$376K +22,295 New
CI
22
Cavalier Investments
Georgia
$372K +$108K +6,389 +41%
AFG
23
Atomi Financial Group
New York
$369K +$18.7K +1,106 +5%
CTA
24
Colonial Trust Advisors
South Carolina
$360K +$307K +18,199 +560%
HF
25
HRT Financial
New York
$353K +$355K +21,065 New

NVDY Hedge Fund Activity: Q3 2025 in Review

82 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in YieldMax NVDA Option Income Strategy ETF (NVDY) for Q3 2025, worth a combined $166M — up 18% from $140M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NVDY positions and 13 closed out — a net gain of 8 holders — while 33 added to existing stakes and 15 trimmed.

The largest buyer was Tidal Investments, adding an estimated $11M. The largest seller was Jane Street, exiting entirely with an estimated $2.01M sold.

  • 82 institutional investors held YieldMax NVDA Option Income Strategy ETF (NVDY) as of Q3 2025, up from 74 in Q2 2025.
  • Funds reported $166M of YieldMax NVDA Option Income Strategy ETF stock for Q3 2025, up 18% quarter-over-quarter.
  • 21 funds opened new YieldMax NVDA Option Income Strategy ETF positions in Q3 2025 and 13 closed out, a net change of +8 holders.
  • The largest YieldMax NVDA Option Income Strategy ETF buyer in Q3 2025 was Tidal Investments, an estimated $11M added.
  • The largest YieldMax NVDA Option Income Strategy ETF seller in Q3 2025 was Jane Street, an estimated $2.01M sold.

Based on aggregated 13F filings for Q3 2025.