YMAG icon

YieldMax Magnificent 7 Fund of Option Income ETFs

20 hedge funds and large institutions have $32.8M invested in YieldMax Magnificent 7 Fund of Option Income ETFs in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
9
Reduced
2
Closed
7
Calls
$403K
Puts
$1.05M
Net Calls
-$647K
Net Calls Change
+$760K
Name Holding Trade Value Shares
Change
Shares
Change %
CF
1
Centaurus Financial
California
$20.2M +$441K +29,567 +2%
PCIA
2
Prime Capital Investment Advisors
Kansas
$4.24M +$4.02M +269,268 +1,834%
AWM
3
AE Wealth Management
Kansas
$2.98M +$199K +13,344 +7%
Citadel Advisors
4
Citadel Advisors
Florida
$1.92M +$102K +6,840 +6%
CF
5
Claris Financial
Virginia
$1.14M
OMC
6
Old Mission Capital
Illinois
$471K +$471K +31,527 New
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$461K +$363K +24,319 +371%
IPAM
8
Investment Partners Asset Management
New Jersey
$401K +$401K +26,883 New
RA
9
RiverTree Advisors
Florida
$361K +$28.7K +1,925 +9%
OPS
10
Orion Portfolio Solutions
Nebraska
$243K +$243K +16,255 New
BCI
11
Brinker Capital Investments
Pennsylvania
$243K +$243K +16,255 New
SS
12
Sunbelt Securities
Texas
$70.1K -$6.48K -434 -8%
Osaic Holdings
13
Osaic Holdings
Arizona
$43.7K +$43.4K +2,910 +20,786%
HI
14
Harbour Investments
Wisconsin
$38.7K +$38.7K +2,595 New
POIA
15
Pin Oak Investment Advisors
Texas
$8K +$784 +50 +11%
Morgan Stanley
16
Morgan Stanley
New York
$4.94K +$4.94K +331 New
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$1.27K +$314 +21 +33%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$358 +$358 +24 New
CA
19
CoreCap Advisors
Michigan
$75
Wells Fargo
20
Wells Fargo
California
$22 -$22 -1 -50%
WWA
21
Wealth Watch Advisors
Colorado
-$1.21M -62,924 Closed
NWM
22
Napa Wealth Management
California
-$628K -32,642 Closed
FWP
23
Falcon Wealth Planning
California
-$594K -30,850 Closed
MI
24
Motiv8 Investments
Florida
-$491K -25,506 Closed
CWIG
25
Chung Wu Investment Group
Texas
-$200K -10,400 Closed