We are live on ! Find out more
YMAG icon

YieldMax Magnificent 7 Fund of Option Income ETFs

22 hedge funds and large institutions have $37.9M invested in YieldMax Magnificent 7 Fund of Option Income ETFs in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

126% more capital invested

Capital invested by funds: $16.7M → $37.9M (+$21.1M)

120% more funds holding

Funds holding: 1022 (+12)

0.07% more ownership

Funds ownership: 11.63%11.71% (+0.07%)

99% less call options, than puts

Call options by funds: $21K | Put options by funds: $1.43M

Holders
22
Holders Change
+12
Holders Change %
+120%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
5
Reduced
1
Closed
1
Calls
$21K
Puts
$1.43M
Net Calls
-$1.41M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
1
Centaurus Financial
California
$25.5M +$13.8M +712,959 +116%
AWM
2
AE Wealth Management
Kansas
$3.58M +$333K +17,161 +10%
Citadel Advisors
3
Citadel Advisors
Florida
$2.34M +$1.57M +80,878 +199%
WWA
4
Wealth Watch Advisors
Colorado
$1.21M +$1.22M +62,924 New
BRWA
5
B. Riley Wealth Advisors
Florida
$1.18M +$1.19M +61,270 New
CF
6
Claris Financial
Virginia
$1.14M +$1.15M +59,152 New
NWM
7
Napa Wealth Management
California
$628K +$634K +32,642 New
FWP
8
Falcon Wealth Planning
California
$594K +$599K +30,850 New
MI
9
Motiv8 Investments
Florida
$491K +$495K +25,506 New
RA
10
RiverTree Advisors
Florida
$429K +$432K +22,273 New
PCIA
11
Prime Capital Investment Advisors
Kansas
$283K +$285K +14,684 New
CWIG
12
Chung Wu Investment Group
Texas
$200K +$202K +10,400 New
JP Morgan Chase
13
JP Morgan Chase
New York
$126K +$127K +6,553 New
SS
14
Sunbelt Securities
Texas
$100K
TAM
15
Tucker Asset Management
Colorado
$33.3K +$33.5K +1,728 New
POIA
16
Pin Oak Investment Advisors
Texas
$9K
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$1.23K +$1.24K +64 New
Osaic Holdings
18
Osaic Holdings
Arizona
$269 +$272 +14 New
CA
19
CoreCap Advisors
Michigan
$96
Fidelity Investments
20
Fidelity Investments
Massachusetts
$58 +$39 +2 +200%
Wells Fargo
21
Wells Fargo
California
$35 +$19 +1 +100%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$628K -32,369 -100%
UBS Group
23
UBS Group
Switzerland
-$15.5K -796 Closed

YMAG Hedge Fund Activity: Q4 2024 in Review

22 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) for Q4 2024, worth a combined $37.9M — up 126% from $16.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new YMAG positions and 1 closed out — a net gain of 12 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Centaurus Financial, adding an estimated $13.8M. The largest seller was Royal Bank of Canada, cutting an estimated $628K.

  • 22 institutional investors held YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) as of Q4 2024, up from 10 in Q3 2024.
  • Funds reported $37.9M of YieldMax Magnificent 7 Fund of Option Income ETFs stock for Q4 2024, up 126% quarter-over-quarter.
  • 13 funds opened new YieldMax Magnificent 7 Fund of Option Income ETFs positions in Q4 2024 and 1 closed out, a net change of +12 holders.
  • The largest YieldMax Magnificent 7 Fund of Option Income ETFs buyer in Q4 2024 was Centaurus Financial, an estimated $13.8M added.
  • The largest YieldMax Magnificent 7 Fund of Option Income ETFs seller in Q4 2024 was Royal Bank of Canada, an estimated $628K sold.

Based on aggregated 13F filings for Q4 2024.