XYZY

YieldMax XYZ Option Income Strategy ETF

7 hedge funds and large institutions have $31.7M invested in YieldMax XYZ Option Income Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
-2
Holders Change %
-22.22%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TI
1
Tidal Investments
Wisconsin
$31.5M +$9.31M +908,358 +42%
FWP
2
Firethorn Wealth Partners
Georgia
$122K +$122K +11,892 New
WSFS
3
Wilmington Savings Fund Society
Delaware
$39K
Morgan Stanley
4
Morgan Stanley
New York
$9.45K
SC
5
Swan Capital
Florida
$6.4K +$6.4K +624 New
AWM
6
AE Wealth Management
Kansas
$2.76K
Wells Fargo
7
Wells Fargo
California
$15 -$15 -1 -50%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
-$476K -45,416 Closed
WAM
9
Worth Asset Management
Texas
-$220K -21,017 Closed
Citadel Advisors
10
Citadel Advisors
Florida
-$158K -15,024 Closed
UBS Group
11
UBS Group
Switzerland
-$12.1K -1,155 Closed