YieldMax Innovation Option Income Strategy ETF
OARK
10 hedge funds and large institutions have $5.1M invested in YieldMax Innovation Option Income Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 5 closing their positions.
122% more capital invested
Capital invested by funds: $2.3M → $5.1M (+$2.8M)
0.78% more ownership
Funds ownership: 0.62% → 1.4% (+0.78%)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
9% less funds holding
Funds holding: 11 → 10 (-1)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$4.54M |
| 2 |
AW
Avion Wealth
The Woodlands,
Texas
|
+$52.5K |
| 3 |
NS
NBC Securities
Birmingham,
Alabama
|
+$9.13K |
| 4 |
PMFA
Plante Moran Financial Advisors
Southfield,
Michigan
|
+$6.83K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$985 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$621K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$504K |
| 3 |
Morgan Stanley
New York
|
-$322K |
| 4 |
ZF
Zega Financial
Palm Beach Gardens,
Florida
|
-$214K |
| 5 |
Belvedere Trading
Chicago,
Illinois
|
-$69.9K |
OARK Hedge Fund Activity: Q1 2024 in Review
10 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in YieldMax Innovation Option Income Strategy ETF (OARK) for Q1 2024, worth a combined $5.1M — up 122% from $2.3M a quarter earlier.
Fund positioning in OARK was balanced in Q1 2024: 5 funds opened new positions, 5 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was Tidal Investments, opening a new position worth an estimated $4.54M. The largest seller was Old Mission Capital, exiting entirely with an estimated $621K sold.
- 10 institutional investors held YieldMax Innovation Option Income Strategy ETF (OARK) as of Q1 2024, down from 11 in Q4 2023.
- Funds reported $5.1M of YieldMax Innovation Option Income Strategy ETF stock for Q1 2024, up 122% quarter-over-quarter.
- 5 funds opened new YieldMax Innovation Option Income Strategy ETF positions in Q1 2024 and 5 closed out, a net change of 0 holders.
- The largest YieldMax Innovation Option Income Strategy ETF buyer in Q1 2024 was Tidal Investments, an estimated $4.54M added.
- The largest YieldMax Innovation Option Income Strategy ETF seller in Q1 2024 was Old Mission Capital, an estimated $621K sold.
Based on aggregated 13F filings for Q1 2024.