YieldMax XYZ Option Income Strategy ETF
XYZY
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, 0 reducing their positions, and 4 closing their positions.
34% more capital invested
Capital invested by funds: $23.7M → $31.7M (+$8.05M)
1.19% more ownership
Funds ownership: 7.94% → 9.13% (+1.2%)
22% less funds holding
Funds holding: 9 → 7 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$8.98M |
| 2 |
FWP
Firethorn Wealth Partners
Augusta,
Georgia
|
+$118K |
| 3 |
SC
Swan Capital
Pensacola,
Florida
|
+$6.18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$476K |
| 2 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$220K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$158K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$12.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $31.5M | +$8.98M | +181,672 | +42% |
|
|
FWP
2
Firethorn Wealth Partners
Augusta,
Georgia
| $122K | +$118K | +2,378 | New |
|
|
WSFS
3
Wilmington Savings Fund Society
Wilmington,
Delaware
| $39K | – | – | – |
|
|
TAM
4
Tucker Asset Management
Littleton,
Colorado
| $32.1K | – | – | – |
|
5
Morgan Stanley
New York
| $9.45K | – | – | – |
|
|
SC
6
Swan Capital
Pensacola,
Florida
| $6.4K | +$6.18K | +125 | New |
|
|
AWM
7
AE Wealth Management
Topeka,
Kansas
| $2.76K | – | – | – |
|
8
Wells Fargo
San Francisco,
California
| $15 | – | – | – |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$476K | -9,083 | Closed |
|
|
WAM
10
Worth Asset Management
Dallas,
Texas
| – | -$220K | -4,203 | Closed |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$158K | -3,005 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$12.1K | -231 | Closed |
|
XYZY Hedge Fund Activity: Q2 2025 in Review
7 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in YieldMax XYZ Option Income Strategy ETF (XYZY) for Q2 2025, worth a combined $31.7M — up 34% from $23.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of XYZY and 2 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was Tidal Investments, adding an estimated $8.98M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $476K sold.
- 7 institutional investors held YieldMax XYZ Option Income Strategy ETF (XYZY) as of Q2 2025, down from 9 in Q1 2025.
- Funds reported $31.7M of YieldMax XYZ Option Income Strategy ETF stock for Q2 2025, up 34% quarter-over-quarter.
- 2 funds opened new YieldMax XYZ Option Income Strategy ETF positions in Q2 2025 and 4 closed out, a net change of -2 holders.
- The largest YieldMax XYZ Option Income Strategy ETF buyer in Q2 2025 was Tidal Investments, an estimated $8.98M added.
- The largest YieldMax XYZ Option Income Strategy ETF seller in Q2 2025 was Susquehanna International Group, an estimated $476K sold.
Based on aggregated 13F filings for Q2 2025.