YieldMax XYZ Option Income Strategy ETF
XYZY
9 hedge funds and large institutions have $23.7M invested in YieldMax XYZ Option Income Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 3 closing their positions.
1.5% more ownership
Funds ownership: 6.45% → 7.94% (+1.5%)
16% less capital invested
Capital invested by funds: $28M → $23.7M (-$4.37M)
18% less funds holding
Funds holding: 11 → 9 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$12.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$17.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.64M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$391K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$224K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$176K |
| 5 |
Group One Trading
Chicago,
Illinois
|
-$7.25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $22.7M | +$12.8M | +170,366 | +65% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $476K | -$176K | -2,350 | -21% |
|
|
WAM
3
Worth Asset Management
Dallas,
Texas
| $220K | -$1.95K | -26 | -0.6% |
|
|
4
Citadel Advisors
Miami,
Florida
| $158K | -$224K | -2,979 | -50% |
|
|
WSFS
5
Wilmington Savings Fund Society
Wilmington,
Delaware
| $39.9K | – | – | – |
|
|
TAM
6
Tucker Asset Management
Littleton,
Colorado
| $32.9K | -$6.76K | -90 | -13% |
|
|
7
UBS Group
Zurich,
Switzerland
| $12.1K | +$17.3K | +231 | New |
|
8
Morgan Stanley
New York
| $9.67K | – | – | – |
|
|
AWM
9
AE Wealth Management
Topeka,
Kansas
| $2.82K | -$391K | -5,208 | -99% |
|
10
Wells Fargo
San Francisco,
California
| $20 | – | – | – |
|
|
11
Jane Street
New York
| – | -$1.64M | -18,107 | Closed |
|
|
12
Group One Trading
Chicago,
Illinois
| – | -$7.25K | -80 | Closed |
|
|
AFG
13
Albion Financial Group
Salt Lake City,
Utah
| – | -$3.13K | -35 | Closed |
|
XYZY Hedge Fund Activity: Q1 2025 in Review
9 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in YieldMax XYZ Option Income Strategy ETF (XYZY) for Q1 2025, worth a combined $23.7M — down 16% from $28M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of XYZY and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 1 added.
The largest buyer was Tidal Investments, adding an estimated $12.8M. The largest seller was Jane Street, exiting entirely with an estimated $1.64M sold.
- 9 institutional investors held YieldMax XYZ Option Income Strategy ETF (XYZY) as of Q1 2025, down from 11 in Q4 2024.
- Funds reported $23.7M of YieldMax XYZ Option Income Strategy ETF stock for Q1 2025, down 16% quarter-over-quarter.
- 1 fund opened new YieldMax XYZ Option Income Strategy ETF positions in Q1 2025 and 3 closed out, a net change of -2 holders.
- The largest YieldMax XYZ Option Income Strategy ETF buyer in Q1 2025 was Tidal Investments, an estimated $12.8M added.
- The largest YieldMax XYZ Option Income Strategy ETF seller in Q1 2025 was Jane Street, an estimated $1.64M sold.
Based on aggregated 13F filings for Q1 2025.