YieldMax Target 12 Semiconductor Option Income ETF
SOXY
9 hedge funds and large institutions have $9.71M invested in YieldMax Target 12 Semiconductor Option Income ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
29% more capital invested
Capital invested by funds: $7.5M → $9.71M (+$2.21M)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
13.51% less ownership
Funds ownership: 45.85% → 32.34% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.29M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$544K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$177K |
| 4 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$54.6K |
| 5 |
WWA
Wealth Watch Advisors
Englewood,
Colorado
|
+$52K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$294K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$50.3K |
| 3 |
Morgan Stanley
New York
|
-$79 |
| 4 |
Wells Fargo
San Francisco,
California
|
-$65 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $4.72M | +$177K | +2,703 | +4% |
|
|
ZI
2
ZEGA Investments
Palm Beach Gardens,
Florida
| $1.39M | +$10K | +153 | +0.7% |
|
|
3
Jane Street
New York
| $1.24M | +$1.29M | +19,679 | New |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $971K | +$544K | +8,319 | +118% |
|
|
WWA
5
Wealth Watch Advisors
Englewood,
Colorado
| $686K | +$52K | +795 | +8% |
|
|
AWA
6
Authentikos Wealth Advisory
Morgan Hill,
California
| $407K | +$54.6K | +834 | +15% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $248K | -$50.3K | -768 | -16% |
|
|
NS
8
NBC Securities
Birmingham,
Alabama
| $37.4K | +$38.7K | +591 | New |
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4.74K | +$4.91K | +75 | New |
|
|
10
Wells Fargo
San Francisco,
California
| $20 | -$65 | -1 | Closed |
|
|
CAS
11
Coppell Advisory Solutions
Coppell,
Texas
| – | -$294K | -4,858 | Closed |
|
|
12
Morgan Stanley
New York
| – | -$79 | -1 | Closed |
|
SOXY Hedge Fund Activity: Q1 2026 in Review
9 of the 8,143 institutional investors tracked by Wall St. Rank reported a position in YieldMax Target 12 Semiconductor Option Income ETF (SOXY) for Q1 2026, worth a combined $9.71M — up 29% from $7.5M a quarter earlier.
Fund positioning in SOXY was balanced in Q1 2026: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.29M. The largest seller was Coppell Advisory Solutions, exiting entirely with an estimated $294K sold.
- 9 institutional investors held YieldMax Target 12 Semiconductor Option Income ETF (SOXY) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $9.71M of YieldMax Target 12 Semiconductor Option Income ETF stock for Q1 2026, up 29% quarter-over-quarter.
- 3 funds opened new YieldMax Target 12 Semiconductor Option Income ETF positions in Q1 2026 and 3 closed out, a net change of 0 holders.
- The largest YieldMax Target 12 Semiconductor Option Income ETF buyer in Q1 2026 was Jane Street, an estimated $1.29M added.
- The largest YieldMax Target 12 Semiconductor Option Income ETF seller in Q1 2026 was Coppell Advisory Solutions, an estimated $294K sold.
Based on aggregated 13F filings for Q1 2026.