YieldMax Innovation Option Income Strategy ETF
OARK
11 hedge funds and large institutions have $24.6M invested in YieldMax Innovation Option Income Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more capital invested
Capital invested by funds: $12.3M → $24.6M (+$12.3M)
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
3.39% more ownership
Funds ownership: 4.41% → 7.8% (+3.4%)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
67% less call options, than puts
Call options by funds: $6K | Put options by funds: $18K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$12.9M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$373K |
| 3 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$368K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$93K |
| 5 |
AW
Avion Wealth
The Woodlands,
Texas
|
+$45.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$305K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$197K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$12.7K |
| 4 |
CA
Crewe Advisors
Salt Lake City,
Utah
|
-$3.18K |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$178 |
OARK Hedge Fund Activity: Q4 2024 in Review
11 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in YieldMax Innovation Option Income Strategy ETF (OARK) for Q4 2024, worth a combined $24.6M — up 100% from $12.3M a quarter earlier.
Fund positioning in OARK was balanced in Q4 2024: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Tidal Investments, adding an estimated $12.9M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $305K.
- 11 institutional investors held YieldMax Innovation Option Income Strategy ETF (OARK) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $24.6M of YieldMax Innovation Option Income Strategy ETF stock for Q4 2024, up 100% quarter-over-quarter.
- 3 funds opened new YieldMax Innovation Option Income Strategy ETF positions in Q4 2024 and 3 closed out, a net change of 0 holders.
- The largest YieldMax Innovation Option Income Strategy ETF buyer in Q4 2024 was Tidal Investments, an estimated $12.9M added.
- The largest YieldMax Innovation Option Income Strategy ETF seller in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $305K sold.
Based on aggregated 13F filings for Q4 2024.