YieldMax XYZ Option Income Strategy ETF
XYZY
11 hedge funds and large institutions have $28M invested in YieldMax XYZ Option Income Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
134% more capital invested
Capital invested by funds: $12M → $28M (+$16M)
38% more funds holding
Funds holding: 8 → 11 (+3)
0.05% more ownership
Funds ownership: 6.39% → 6.45% (+0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$13.7M |
| 2 |
Jane Street
New York
|
+$1.46M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$667K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$575K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$506K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$257K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$94.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $23.8M | +$13.7M | +142,401 | +118% |
|
|
2
Jane Street
New York
| $1.64M | +$1.46M | +15,200 | +523% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.04M | +$667K | +6,939 | +154% |
|
|
4
Citadel Advisors
Miami,
Florida
| $542K | +$575K | +5,984 | New |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $477K | +$506K | +5,262 | New |
|
|
WAM
6
Worth Asset Management
Dallas,
Texas
| $383K | +$406K | +4,229 | New |
|
|
WSFS
7
Wilmington Savings Fund Society
Wilmington,
Delaware
| $68.9K | – | – | – |
|
|
TAM
8
Tucker Asset Management
Littleton,
Colorado
| $64.9K | – | – | – |
|
9
Morgan Stanley
New York
| $16.7K | +$15.8K | +164 | +820% |
|
10
Group One Trading
Chicago,
Illinois
| $7.25K | +$7.69K | +80 | New |
|
|
AFG
11
Albion Financial Group
Salt Lake City,
Utah
| $3.13K | +$3.36K | +35 | New |
|
12
Wells Fargo
San Francisco,
California
| $21 | – | – | – |
|
|
OMC
13
Old Mission Capital
Chicago,
Illinois
| – | -$257K | -2,851 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$94.8K | -1,052 | Closed |
|
XYZY Hedge Fund Activity: Q4 2024 in Review
11 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in YieldMax XYZ Option Income Strategy ETF (XYZY) for Q4 2024, worth a combined $28M — up 134% from $12M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XYZY positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Tidal Investments, adding an estimated $13.7M. The largest seller was Old Mission Capital, exiting entirely with an estimated $257K sold.
- 11 institutional investors held YieldMax XYZ Option Income Strategy ETF (XYZY) as of Q4 2024, up from 8 in Q3 2024.
- Funds reported $28M of YieldMax XYZ Option Income Strategy ETF stock for Q4 2024, up 134% quarter-over-quarter.
- 5 funds opened new YieldMax XYZ Option Income Strategy ETF positions in Q4 2024 and 2 closed out, a net change of +3 holders.
- The largest YieldMax XYZ Option Income Strategy ETF buyer in Q4 2024 was Tidal Investments, an estimated $13.7M added.
- The largest YieldMax XYZ Option Income Strategy ETF seller in Q4 2024 was Old Mission Capital, an estimated $257K sold.
Based on aggregated 13F filings for Q4 2024.