YieldMax XOM Option Income Strategy ETF
XOMO
10 hedge funds and large institutions have $12.8M invested in YieldMax XOM Option Income Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
11% more funds holding
Funds holding: 9 → 10 (+1)
5.89% less ownership
Funds ownership: 50.13% → 44.24% (-5.9%)
10% less capital invested
Capital invested by funds: $14.2M → $12.8M (-$1.4M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $19K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$385K |
| 2 |
Belvedere Trading
Chicago,
Illinois
|
+$321K |
| 3 |
KWM
Keebeck Wealth Management
Chicago,
Illinois
|
+$241K |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$194K |
| 5 |
MF
Manchester Financial
Westlake Village,
California
|
+$173K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$2.22M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$278K |
| 3 |
ZF
Zega Financial
Palm Beach Gardens,
Florida
|
-$202K |
| 4 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
-$8.59K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $11.1M | -$2.22M | -130,611 | -17% |
|
|
WAM
2
Worth Asset Management
Dallas,
Texas
| $386K | +$385K | +22,678 | New |
|
|
3
Belvedere Trading
Chicago,
Illinois
| $322K | +$321K | +18,940 | New |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $295K | +$101K | +5,942 | +52% |
|
|
KWM
5
Keebeck Wealth Management
Chicago,
Illinois
| $241K | +$241K | +14,180 | New |
|
|
CSPIA
6
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $194K | +$194K | +11,412 | New |
|
|
MF
7
Manchester Financial
Westlake Village,
California
| $174K | +$173K | +10,202 | New |
|
|
CAS
8
Coppell Advisory Solutions
Coppell,
Texas
| $45.6K | +$10.7K | +633 | +30% |
|
9
Morgan Stanley
New York
| $15.3K | – | – | – |
|
|
TAM
10
Tucker Asset Management
Littleton,
Colorado
| $7.27K | – | – | – |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$278K | -16,200 | Closed |
|
|
ZF
12
Zega Financial
Palm Beach Gardens,
Florida
| – | -$202K | -11,758 | Closed |
|
|
NFSG
13
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$8.59K | -500 | Closed |
|
XOMO Hedge Fund Activity: Q3 2024 in Review
10 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in YieldMax XOM Option Income Strategy ETF (XOMO) for Q3 2024, worth a combined $12.8M — down 9.9% from $14.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XOMO positions and 4 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Worth Asset Management, opening a new position worth an estimated $385K. The largest seller was Tidal Investments, cutting an estimated $2.22M.
- 10 institutional investors held YieldMax XOM Option Income Strategy ETF (XOMO) as of Q3 2024, up from 9 in Q2 2024.
- Funds reported $12.8M of YieldMax XOM Option Income Strategy ETF stock for Q3 2024, down 9.9% quarter-over-quarter.
- 5 funds opened new YieldMax XOM Option Income Strategy ETF positions in Q3 2024 and 4 closed out, a net change of +1 holder.
- The largest YieldMax XOM Option Income Strategy ETF buyer in Q3 2024 was Worth Asset Management, an estimated $385K added.
- The largest YieldMax XOM Option Income Strategy ETF seller in Q3 2024 was Tidal Investments, an estimated $2.22M sold.
Based on aggregated 13F filings for Q3 2024.