YieldMax XOM Option Income Strategy ETF
XOMO
5 hedge funds and large institutions have $900K invested in YieldMax XOM Option Income Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
67% more funds holding
Funds holding: 3 → 5 (+2)
9% less capital invested
Capital invested by funds: $985K → $900K (-$85.1K)
9.53% less ownership
Funds ownership: 19.3% → 9.76% (-9.5%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$303K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$68.3K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$19.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$356K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$314K |
| 3 |
AA
AlphaMark Advisors
Ft. Wright,
Kentucky
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZF
1
Zega Financial
Palm Beach Gardens,
Florida
| $299K | +$311K | +17,157 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $291K | +$303K | +16,715 | New |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $226K | -$314K | -17,322 | -57% |
|
|
4
UBS Group
Zurich,
Switzerland
| $65.6K | +$68.3K | +3,773 | New |
|
|
ASN
5
Advisory Services Network
Atlanta,
Georgia
| $18.9K | +$19.7K | +1,086 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$356K | -17,408 | Closed |
|
|
AA
7
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$10K | -500 | Closed |
|
XOMO Hedge Fund Activity: Q4 2023 in Review
5 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in YieldMax XOM Option Income Strategy ETF (XOMO) for Q4 2023, worth a combined $900K — down 8.6% from $985K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XOMO positions and 2 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $303K. The largest seller was Citadel Advisors, exiting entirely with an estimated $356K sold.
- 5 institutional investors held YieldMax XOM Option Income Strategy ETF (XOMO) as of Q4 2023, up from 3 in Q3 2023.
- Funds reported $900K of YieldMax XOM Option Income Strategy ETF stock for Q4 2023, down 8.6% quarter-over-quarter.
- 4 funds opened new YieldMax XOM Option Income Strategy ETF positions in Q4 2023 and 2 closed out, a net change of +2 holders.
- The largest YieldMax XOM Option Income Strategy ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $303K added.
- The largest YieldMax XOM Option Income Strategy ETF seller in Q4 2023 was Citadel Advisors, an estimated $356K sold.
Based on aggregated 13F filings for Q4 2023.