YieldMax Target 12 Semiconductor Option Income ETF
SOXY
9 hedge funds and large institutions have $7.5M invested in YieldMax Target 12 Semiconductor Option Income ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
225% more capital invested
Capital invested by funds: $2.31M → $7.5M (+$5.2M)
50% more funds holding
Funds holding: 6 → 9 (+3)
13.17% more ownership
Funds ownership: 32.69% → 45.85% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.26M |
| 2 |
WWA
Wealth Watch Advisors
Englewood,
Colorado
|
+$512K |
| 3 |
ZI
ZEGA Investments
Palm Beach Gardens,
Florida
|
+$434K |
| 4 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$288K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$69.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$430K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$106K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $4.28M | +$4.26M | +71,932 | New |
|
|
ZI
2
ZEGA Investments
Palm Beach Gardens,
Florida
| $1.3M | +$434K | +7,327 | +50% |
|
|
WWA
3
Wealth Watch Advisors
Englewood,
Colorado
| $598K | +$512K | +8,635 | +604% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $419K | +$69.1K | +1,165 | +20% |
|
|
AWA
5
Authentikos Wealth Advisory
Morgan Hill,
California
| $333K | +$26.9K | +454 | +9% |
|
|
CAS
6
Coppell Advisory Solutions
Coppell,
Texas
| $294K | +$288K | +4,858 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $279K | -$430K | -7,253 | -61% |
|
8
Morgan Stanley
New York
| $79 | +$59 | +1 | New |
|
9
Wells Fargo
San Francisco,
California
| $56 | +$59 | +1 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$106K | -1,885 | Closed |
|
SOXY Hedge Fund Activity: Q4 2025 in Review
9 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in YieldMax Target 12 Semiconductor Option Income ETF (SOXY) for Q4 2025, worth a combined $7.5M — up 225% from $2.31M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SOXY positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $4.26M. The largest seller was Susquehanna International Group, cutting an estimated $430K.
- 9 institutional investors held YieldMax Target 12 Semiconductor Option Income ETF (SOXY) as of Q4 2025, up from 6 in Q3 2025.
- Funds reported $7.5M of YieldMax Target 12 Semiconductor Option Income ETF stock for Q4 2025, up 225% quarter-over-quarter.
- 4 funds opened new YieldMax Target 12 Semiconductor Option Income ETF positions in Q4 2025 and 1 closed out, a net change of +3 holders.
- The largest YieldMax Target 12 Semiconductor Option Income ETF buyer in Q4 2025 was AE Wealth Management, an estimated $4.26M added.
- The largest YieldMax Target 12 Semiconductor Option Income ETF seller in Q4 2025 was Susquehanna International Group, an estimated $430K sold.
Based on aggregated 13F filings for Q4 2025.