XYZY

YieldMax XYZ Option Income Strategy ETF
XYZY

Overview Fund Trends Analyst Outlook Journalist POV

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

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding: →

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
7
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$9.31M
2
+$122K
3
+$6.4K

Top Sellers

1
-$476K
2
-$220K
3
-$158K
4
UBS Group
UBS Group
Switzerland
-$12.1K
5
Wells Fargo
Wells Fargo
California
-$15
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1
Tidal Investments
Wisconsin
$31.5M
FWP
2
Firethorn Wealth Partners
Georgia
$122K
WSFS
3
Wilmington Savings Fund Society
Delaware
$39K
Morgan Stanley
4
Morgan Stanley
New York
$9.45K
SC
5
Swan Capital
Florida
$6.4K
AWM
6
AE Wealth Management
Kansas
$2.76K
Wells Fargo
7
Wells Fargo
California
$15
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
–
WAM
9
Worth Asset Management
Texas
–
Citadel Advisors
10
Citadel Advisors
Florida
–
UBS Group
11
UBS Group
Switzerland
–