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YFYA

Yields for You Income Strategy A ETF

5 hedge funds and large institutions have $21.5M invested in Yields for You Income Strategy A ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

25% more funds holding

Funds holding: 45 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15.34% less ownership

Funds ownership: 97.62%82.28% (-15%)

65% less capital invested

Capital invested by funds: $60.7M → $21.5M (-$39.3M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1
Coppell Advisory Solutions
Texas
$21.2M -$4.03M -407,006 -16%
ZI
2
ZEGA Investments
Florida
$155K -$99.9K -10,093 -39%
OMC
3
Old Mission Capital
Illinois
$124K -$354K -35,757 -74%
UBS Group
4
UBS Group
Switzerland
$2.12K +$2.13K +215 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$10 +$10 +1 New
Goldman Sachs
6
Goldman Sachs
New York
-$108K -10,836 Closed

YFYA Hedge Fund Activity: Q2 2025 in Review

5 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in Yields for You Income Strategy A ETF (YFYA) for Q2 2025, worth a combined $21.5M — down 65% from $60.7M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new YFYA positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 3 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $2.13K. The largest seller was Coppell Advisory Solutions, cutting an estimated $4.03M.

  • 5 institutional investors held Yields for You Income Strategy A ETF (YFYA) as of Q2 2025, up from 4 in Q1 2025.
  • Funds reported $21.5M of Yields for You Income Strategy A ETF stock for Q2 2025, down 65% quarter-over-quarter.
  • 2 funds opened new Yields for You Income Strategy A ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
  • The largest Yields for You Income Strategy A ETF buyer in Q2 2025 was UBS Group, an estimated $2.13K added.
  • The largest Yields for You Income Strategy A ETF seller in Q2 2025 was Coppell Advisory Solutions, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2025.