YieldMax XOM Option Income Strategy ETF
XOMO
7 hedge funds and large institutions have $25.4M invested in YieldMax XOM Option Income Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
98% more capital invested
Capital invested by funds: $12.8M → $25.4M (+$12.6M)
12.63% more ownership
Funds ownership: 44.24% → 56.87% (+13%)
30% less funds holding
Funds holding: 10 → 7 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$16.9M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$202K |
| 3 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$62.2K |
| 4 |
MF
Manchester Financial
Westlake Village,
California
|
+$26.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$386K |
| 2 |
Belvedere Trading
Chicago,
Illinois
|
-$322K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$295K |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$194K |
| 5 |
Morgan Stanley
New York
|
-$9.74K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $24.7M | +$16.9M | +1,035,676 | +159% |
|
|
KWM
2
Keebeck Wealth Management
Chicago,
Illinois
| $207K | – | – | – |
|
|
AAS
3
Avantax Advisory Services
Dallas,
Texas
| $181K | +$202K | +12,369 | New |
|
|
MF
4
Manchester Financial
Westlake Village,
California
| $173K | +$26.3K | +1,607 | +16% |
|
|
CAS
5
Coppell Advisory Solutions
Coppell,
Texas
| $93.9K | +$62.2K | +3,806 | +140% |
|
|
TAM
6
Tucker Asset Management
Littleton,
Colorado
| $6.25K | – | – | – |
|
|
7
Morgan Stanley
New York
| $4.39K | -$9.74K | -596 | -67% |
|
|
WAM
8
Worth Asset Management
Dallas,
Texas
| – | -$386K | -22,678 | Closed |
|
|
9
Belvedere Trading
Chicago,
Illinois
| – | -$322K | -18,940 | Closed |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$295K | -17,361 | Closed |
|
|
CSPIA
11
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$194K | -11,412 | Closed |
|
XOMO Hedge Fund Activity: Q4 2024 in Review
7 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in YieldMax XOM Option Income Strategy ETF (XOMO) for Q4 2024, worth a combined $25.4M — up 98% from $12.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of XOMO and 1 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Tidal Investments, adding an estimated $16.9M. The largest seller was Worth Asset Management, exiting entirely with an estimated $386K sold.
- 7 institutional investors held YieldMax XOM Option Income Strategy ETF (XOMO) as of Q4 2024, down from 10 in Q3 2024.
- Funds reported $25.4M of YieldMax XOM Option Income Strategy ETF stock for Q4 2024, up 98% quarter-over-quarter.
- 1 fund opened new YieldMax XOM Option Income Strategy ETF positions in Q4 2024 and 4 closed out, a net change of -3 holders.
- The largest YieldMax XOM Option Income Strategy ETF buyer in Q4 2024 was Tidal Investments, an estimated $16.9M added.
- The largest YieldMax XOM Option Income Strategy ETF seller in Q4 2024 was Worth Asset Management, an estimated $386K sold.
Based on aggregated 13F filings for Q4 2024.