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YFYA

Yields for You Income Strategy A ETF

5 hedge funds and large institutions have $24.7M invested in Yields for You Income Strategy A ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 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)

10% more capital invested

Capital invested by funds: $22.5M → $24.7M (+$2.29M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.57% less ownership

Funds ownership: 87.82%87.24% (-0.57%)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
2
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1
Coppell Advisory Solutions
Texas
$23.4M +$1.46M +148,257 +7%
TWP
2
Triad Wealth Partners
Kansas
$672K +$670K +67,855 New
OMC
3
Old Mission Capital
Illinois
$488K +$43.9K +4,445 +10%
BIA
4
Beacon Investment Advisors
Maryland
$228K
UBS Group
5
UBS Group
Switzerland
$1.53K +$1.53K +155 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
-$10 -1 Closed

YFYA Hedge Fund Activity: Q4 2025 in Review

5 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in Yields for You Income Strategy A ETF (YFYA) for Q4 2025, worth a combined $24.7M — up 10% from $22.5M a quarter earlier.

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

The largest buyer was Coppell Advisory Solutions, adding an estimated $1.46M. The largest seller was Fidelity Investments, exiting entirely with an estimated $10 sold.

  • 5 institutional investors held Yields for You Income Strategy A ETF (YFYA) as of Q4 2025, up from 4 in Q3 2025.
  • Funds reported $24.7M of Yields for You Income Strategy A ETF stock for Q4 2025, up 10% quarter-over-quarter.
  • 2 funds opened new Yields for You Income Strategy A ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
  • The largest Yields for You Income Strategy A ETF buyer in Q4 2025 was Coppell Advisory Solutions, an estimated $1.46M added.
  • The largest Yields for You Income Strategy A ETF seller in Q4 2025 was Fidelity Investments, an estimated $10 sold.

Based on aggregated 13F filings for Q4 2025.