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YieldMax Magnificent 7 Fund of Option Income ETFs

21 hedge funds and large institutions have $32.9M 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, 10 increasing their positions, 2 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.75% less ownership

Funds ownership: 11.71%10.95% (-0.75%)

5% less funds holding

Funds holding: 2221 (-1)

13% less capital invested

Capital invested by funds: $37.9M → $32.9M (-$4.97M)

62% less call options, than puts

Call options by funds: $403K | Put options by funds: $1.05M

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
10
Reduced
2
Closed
7
Calls
$403K
Puts
$1.05M
Net Calls
-$647K
Net Calls Change
+$760K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
1
Centaurus Financial
California
$20.2M +$514K +29,567 +2%
PCIA
2
Prime Capital Investment Advisors
Kansas
$4.24M +$4.68M +269,268 +1,834%
AWM
3
AE Wealth Management
Kansas
$2.98M +$232K +13,344 +7%
Citadel Advisors
4
Citadel Advisors
Florida
$1.92M +$119K +6,840 +6%
CF
5
Claris Financial
Virginia
$1.14M
OMC
6
Old Mission Capital
Illinois
$471K +$548K +31,527 New
JP Morgan Chase
7
JP Morgan Chase
New York
$461K +$423K +24,319 +371%
IPAM
8
Investment Partners Asset Management
New Jersey
$401K +$467K +26,883 New
RA
9
RiverTree Advisors
Florida
$361K +$33.5K +1,925 +9%
BCI
10
Brinker Capital Investments
Pennsylvania
$243K +$283K +16,255 New
OPS
11
Orion Portfolio Solutions
Nebraska
$243K +$283K +16,255 New
SS
12
Sunbelt Securities
Texas
$70.1K -$7.54K -434 -8%
Osaic Holdings
13
Osaic Holdings
Arizona
$43.7K +$50.6K +2,910 +20,786%
HI
14
Harbour Investments
Wisconsin
$38.7K +$45.1K +2,595 New
TAM
15
Tucker Asset Management
Colorado
$36K +$11.9K +686 +40%
POIA
16
Pin Oak Investment Advisors
Texas
$8K +$869 +50 +11%
Morgan Stanley
17
Morgan Stanley
New York
$4.94K +$5.75K +331 New
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$1.27K +$365 +21 +33%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$358 +$417 +24 New
CA
20
CoreCap Advisors
Michigan
$75
Wells Fargo
21
Wells Fargo
California
$22 -$17 -1 -50%
WWA
22
Wealth Watch Advisors
Colorado
-$1.21M -62,924 Closed
NWM
23
Napa Wealth Management
California
-$628K -32,642 Closed
FWP
24
Falcon Wealth Planning
California
-$594K -30,850 Closed
MI
25
Motiv8 Investments
Florida
-$491K -25,506 Closed

YMAG Hedge Fund Activity: Q1 2025 in Review

21 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) for Q1 2025, worth a combined $32.9M — down 13% from $37.9M a quarter earlier.

Fund positioning in YMAG was balanced in Q1 2025: 7 funds opened new positions, 7 closed out, 10 added to existing stakes and 2 trimmed.

The largest buyer was Prime Capital Investment Advisors, adding an estimated $4.68M. The largest seller was Wealth Watch Advisors, exiting entirely with an estimated $1.21M sold.

  • 21 institutional investors held YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) as of Q1 2025, down from 22 in Q4 2024.
  • Funds reported $32.9M of YieldMax Magnificent 7 Fund of Option Income ETFs stock for Q1 2025, down 13% quarter-over-quarter.
  • 7 funds opened new YieldMax Magnificent 7 Fund of Option Income ETFs positions in Q1 2025 and 7 closed out, a net change of 0 holders.
  • The largest YieldMax Magnificent 7 Fund of Option Income ETFs buyer in Q1 2025 was Prime Capital Investment Advisors, an estimated $4.68M added.
  • The largest YieldMax Magnificent 7 Fund of Option Income ETFs seller in Q1 2025 was Wealth Watch Advisors, an estimated $1.21M sold.

Based on aggregated 13F filings for Q1 2025.