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SMCY

YieldMax SMCI Option Income Strategy ETF

21 hedge funds and large institutions have $37.9M invested in YieldMax SMCI Option Income Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

91% more funds holding

Funds holding: 1121 (+10)

51% more call options, than puts

Call options by funds: $4.68M | Put options by funds: $3.1M

2% more capital invested

Capital invested by funds: $37M → $37.9M (+$900K)

5.32% less ownership

Funds ownership: 16.64%11.31% (-5.3%)

Holders
21
Holders Change
+10
Holders Change %
+90.91%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
5
Reduced
1
Closed
3
Calls
$4.68M
Puts
$3.1M
Net Calls
+$1.58M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$29.9M +$6.52M +365,651 +23%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.67M +$2.1M +117,779 +98%
OMC
3
Old Mission Capital
Illinois
$1.52M +$1.75M +98,265 New
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$773K +$446K +25,000 +100%
IA
5
Integrity Alliance
Iowa
$537K +$620K +34,781 New
Jane Street
6
Jane Street
New York
$493K +$569K +31,915 New
TSS
7
Two Sigma Securities
New York
$228K +$263K +14,750 New
SSA
8
SSA Swiss Advisors
$170K +$50.7K +2,847 +35%
BS
9
Banco Santander
Spain
$170K +$196K +11,012 New
WCM
10
Winebrenner Capital Management
Kentucky
$162K +$187K +10,500 New
Group One Trading
11
Group One Trading
Illinois
$129K +$149K +8,337 New
Simplex Trading
12
Simplex Trading
Illinois
$114K -$2.12K -119 -2%
SPIA
13
Steward Partners Investment Advisory
New York
$80.7K +$93.1K +5,225 New
FIA
14
FNY Investment Advisers
New York
$21K +$25K +1,400 New
GWM
15
Geneos Wealth Management
Colorado
$15.1K +$12K +675 +225%
GRP
16
Global Retirement Partners
California
$4.63K +$5.35K +300 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$2K
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.11K +$1.28K +72 New
HCM
19
Hollencrest Capital Management
California
$154 +$178 +10 New
Morgan Stanley
20
Morgan Stanley
New York
$16
Wells Fargo
21
Wells Fargo
California
$13 +$18 +1 New
Belvedere Trading
22
Belvedere Trading
Illinois
-$279K -15,682 Closed
Bank of America
23
Bank of America
North Carolina
-$31.8K -1,500 Closed
LFA
24
Legend Financial Advisors
Pennsylvania
-$10.6K -500 Closed

SMCY Hedge Fund Activity: Q3 2025 in Review

21 of the 7,629 institutional investors tracked by Wall St. Rank reported a position in YieldMax SMCI Option Income Strategy ETF (SMCY) for Q3 2025, worth a combined $37.9M — up 2.4% from $37M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SMCY positions and 3 closed out — a net gain of 10 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Tidal Investments, adding an estimated $6.52M. The largest seller was Belvedere Trading, exiting entirely with an estimated $279K sold.

  • 21 institutional investors held YieldMax SMCI Option Income Strategy ETF (SMCY) as of Q3 2025, up from 11 in Q2 2025.
  • Funds reported $37.9M of YieldMax SMCI Option Income Strategy ETF stock for Q3 2025, up 2.4% quarter-over-quarter.
  • 13 funds opened new YieldMax SMCI Option Income Strategy ETF positions in Q3 2025 and 3 closed out, a net change of +10 holders.
  • The largest YieldMax SMCI Option Income Strategy ETF buyer in Q3 2025 was Tidal Investments, an estimated $6.52M added.
  • The largest YieldMax SMCI Option Income Strategy ETF seller in Q3 2025 was Belvedere Trading, an estimated $279K sold.

Based on aggregated 13F filings for Q3 2025.