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YFYA

Yields for You Income Strategy A ETF

4 hedge funds and large institutions have $22.5M invested in Yields for You Income Strategy A ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.53% more ownership

Funds ownership: 82.28%87.82% (+5.5%)

5% more capital invested

Capital invested by funds: $21.5M → $22.5M (+$998K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less funds holding

Funds holding: 54 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
2
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1
Coppell Advisory Solutions
Texas
$21.8M +$664K +67,177 +3%
OMC
2
Old Mission Capital
Illinois
$442K +$319K +32,270 +257%
BIA
3
Beacon Investment Advisors
Maryland
$227K +$228K +23,055 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$10
ZI
5
ZEGA Investments
Florida
-$155K -15,697 Closed
UBS Group
6
UBS Group
Switzerland
-$2.12K -215 Closed

YFYA Hedge Fund Activity: Q3 2025 in Review

4 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Yields for You Income Strategy A ETF (YFYA) for Q3 2025, worth a combined $22.5M — up 4.7% from $21.5M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of YFYA and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.

The largest buyer was Coppell Advisory Solutions, adding an estimated $664K. The largest seller was ZEGA Investments, exiting entirely with an estimated $155K sold.

  • 4 institutional investors held Yields for You Income Strategy A ETF (YFYA) as of Q3 2025, down from 5 in Q2 2025.
  • Funds reported $22.5M of Yields for You Income Strategy A ETF stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 1 fund opened new Yields for You Income Strategy A ETF positions in Q3 2025 and 2 closed out, a net change of -1 holder.
  • The largest Yields for You Income Strategy A ETF buyer in Q3 2025 was Coppell Advisory Solutions, an estimated $664K added.
  • The largest Yields for You Income Strategy A ETF seller in Q3 2025 was ZEGA Investments, an estimated $155K sold.

Based on aggregated 13F filings for Q3 2025.