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YieldMax Innovation Option Income Strategy ETF
OARK

12 hedge funds and large institutions have $32.1M invested in YieldMax Innovation Option Income Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

4% more capital invested

Capital invested by funds: $30.9M → $32.1M (+$1.21M)

1.68% less ownership

Funds ownership: 8.62% → 6.95% (-1.7%)

8% less funds holding

Funds holding: 13 → 12 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
12
Holders Change
-1
Holders Change %
-7.69%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAW
Signal Advisors Wealth
Michigan
+$202K
2
OMC
Old Mission Capital
Illinois
+$144K
3
EE
EWG Elevate
California
+$107K
4
Simplex Trading
Simplex Trading
Illinois
+$1.15K
5
AAS
Ameritas Advisory Services
Nebraska
+$575

Top Sellers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
-$460K
2
Citadel Advisors
Citadel Advisors
Florida
-$117K
3
BHWM
Beaird Harris Wealth Management
Texas
-$2.64K
4
Bank of America
Bank of America
North Carolina
-$105
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1
Tidal Investments
Wisconsin
$31M -$460K -10,410 -2%
OMC
2
Old Mission Capital
Illinois
$468K +$144K +3,267 +47%
AW
3
Avion Wealth
Texas
$229K – – –
SAW
4
Signal Advisors Wealth
Michigan
$210K +$202K +4,579 New
EE
5
EWG Elevate
California
$111K +$107K +2,418 New
AWM
6
AE Wealth Management
Kansas
$14.7K – – –
SPIA
7
Steward Partners Investment Advisory
New York
$12.2K – – –
AAS
8
Ameritas Advisory Services
Nebraska
$7.94K +$575 +13 +8%
GRP
9
Global Retirement Partners
California
$2.13K +$265 +6 +15%
Simplex Trading
10
Simplex Trading
Illinois
$2K +$1.15K +26 +137%
Group One Trading
11
Group One Trading
Illinois
$1.83K – – –
TAM
12
Tucker Asset Management
Colorado
$917 – – –
Morgan Stanley
13
Morgan Stanley
New York
$18 – – –
Wells Fargo
14
Wells Fargo
California
$10 – – –
Citadel Advisors
15
Citadel Advisors
Florida
– -$117K -2,663 Closed
BHWM
16
Beaird Harris Wealth Management
Texas
– -$2.64K -60 Closed
Bank of America
17
Bank of America
North Carolina
– -$105 -2 Closed

OARK Hedge Fund Activity: Q3 2025 in Review

12 of the 7,626 institutional investors tracked by Wall St. Rank reported a position in YieldMax Innovation Option Income Strategy ETF (OARK) for Q3 2025, worth a combined $32.1M — up 3.9% from $30.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of OARK and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 4 added.

The largest buyer was Signal Advisors Wealth, opening a new position worth an estimated $202K. The largest seller was Tidal Investments, cutting an estimated $460K.

  • 12 institutional investors held YieldMax Innovation Option Income Strategy ETF (OARK) as of Q3 2025, down from 13 in Q2 2025.
  • Funds reported $32.1M of YieldMax Innovation Option Income Strategy ETF stock for Q3 2025, up 3.9% quarter-over-quarter.
  • 2 funds opened new YieldMax Innovation Option Income Strategy ETF positions in Q3 2025 and 3 closed out, a net change of -1 holder.
  • The largest YieldMax Innovation Option Income Strategy ETF buyer in Q3 2025 was Signal Advisors Wealth, an estimated $202K added.
  • The largest YieldMax Innovation Option Income Strategy ETF seller in Q3 2025 was Tidal Investments, an estimated $460K sold.

Based on aggregated 13F filings for Q3 2025.