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YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG

Overview Fund Activity

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
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

Top Buyers

1
CF
Centaurus Financial
California
$25.5M
2
Citadel Advisors
Citadel Advisors
Florida
$2.34M
3
BRWA
B. Riley Wealth Advisors
Florida
$1.18M
4
NWM
Napa Wealth Management
California
$628K
5
FWP
Falcon Wealth Planning
California
$594K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
1
Centaurus Financial
California
$25.5M +$13.7M +712,959 +116%
AWM
2
AE Wealth Management
Kansas
$3.58M +$330K +17,161 +10%
Citadel Advisors
3
Citadel Advisors
Florida
$2.34M +$1.56M +80,878 +199%
WWA
4
Wealth Watch Advisors
Colorado
$1.21M +$1.21M +62,924 New
BRWA
5
B. Riley Wealth Advisors
Florida
$1.18M +$1.18M +61,270 New
CF
6
Claris Financial
Virginia
$1.14M +$1.14M +59,152 New
NWM
7
Napa Wealth Management
California
$628K +$628K +32,642 New
FWP
8
Falcon Wealth Planning
California
$594K +$594K +30,850 New
MI
9
Motiv8 Investments
Florida
$491K +$491K +25,506 New
RA
10
RiverTree Advisors
Florida
$429K +$429K +22,273 New
PCIA
11
Prime Capital Investment Advisors
Kansas
$283K +$283K +14,684 New
CWIG
12
Chung Wu Investment Group
Texas
$200K +$200K +10,400 New
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$126K +$126K +6,553 New
SS
14
Sunbelt Securities
Texas
$100K – – –
TAM
15
Tucker Asset Management
Colorado
$33.3K +$33.3K +1,728 New
POIA
16
Pin Oak Investment Advisors
Texas
$9K – – –
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$1.23K +$1.23K +64 New
Osaic Holdings
18
Osaic Holdings
Arizona
$269 +$269 +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 +$18 +1 +100%
UBS Group
22
UBS Group
Switzerland
– -$15.5K -796 Closed