YieldMax XOM Option Income Strategy ETF
XOMO
7 hedge funds and large institutions have $5.12M invested in YieldMax XOM Option Income Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
469% more capital invested
Capital invested by funds: $900K → $5.12M (+$4.22M)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
40% more funds holding
Funds holding: 5 → 7 (+2)
20.07% more ownership
Funds ownership: 9.76% → 29.83% (+20%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$4.25M |
| 2 |
ZF
Zega Financial
Palm Beach Gardens,
Florida
|
+$40K |
| 3 |
Morgan Stanley
New York
|
+$15.6K |
| 4 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
+$5.58K |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$1.75K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$291K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$60.4K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$18.9K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $4.5M | +$4.25M | +243,495 | New |
|
|
ZF
2
Zega Financial
Palm Beach Gardens,
Florida
| $359K | +$40K | +2,292 | +13% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $238K | -$2.32K | -133 | -1% |
|
|
4
Morgan Stanley
New York
| $16.5K | +$15.6K | +896 | New |
|
|
TAM
5
Tucker Asset Management
Littleton,
Colorado
| $5.91K | +$5.58K | +320 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $5.69K | -$60.4K | -3,465 | -92% |
|
|
7
National Bank of Canada
Montreal,
Quebec, Canada
| $1.78K | +$1.75K | +100 | New |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$291K | -16,715 | Closed |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| – | -$18.9K | -1,086 | Closed |
|
XOMO Hedge Fund Activity: Q1 2024 in Review
7 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in YieldMax XOM Option Income Strategy ETF (XOMO) for Q1 2024, worth a combined $5.12M — up 469% from $900K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XOMO positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Tidal Investments, opening a new position worth an estimated $4.25M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $291K sold.
- 7 institutional investors held YieldMax XOM Option Income Strategy ETF (XOMO) as of Q1 2024, up from 5 in Q4 2023.
- Funds reported $5.12M of YieldMax XOM Option Income Strategy ETF stock for Q1 2024, up 469% quarter-over-quarter.
- 4 funds opened new YieldMax XOM Option Income Strategy ETF positions in Q1 2024 and 2 closed out, a net change of +2 holders.
- The largest YieldMax XOM Option Income Strategy ETF buyer in Q1 2024 was Tidal Investments, an estimated $4.25M added.
- The largest YieldMax XOM Option Income Strategy ETF seller in Q1 2024 was Susquehanna International Group, an estimated $291K sold.
Based on aggregated 13F filings for Q1 2024.