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Global X NASDAQ-100 Covered Call ETF
QYLD

48 hedge funds and large institutions have $52.5M invested in Global X NASDAQ-100 Covered Call ETF in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

450% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 4

55% more funds holding

Funds holding: 31 → 48 (+17)

30% more capital invested

Capital invested by funds: $40.4M → $52.5M (+$12.1M)

5.97% more ownership

Funds ownership: 27.46% → 33.43% (+6%)

Holders
48
Holders Change
+17
Holders Change %
+54.84%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
22
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.51M
2
LNC
Lincoln National Corp
Pennsylvania
+$1.51M
3
LPL Financial
LPL Financial
California
+$1.21M
4
NR
Newfound Research
Massachusetts
+$1.12M
5
AIP
Ahrens Investment Partners
Louisiana
+$973K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.98M
2
CPP
Crow Point Partners
Massachusetts
-$510K
3
AAM
Advisors Asset Management
Colorado
-$52.5K
4
FEG
Financial Enhancement Group
Indiana
-$23.6K
5
IA
IFP Advisors
Florida
-$20.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$352K +$84K +3,443 +32%
VF
27
Virtu Financial
New York
$306K +$303K +12,444 New
SPC
28
Sigma Planning Corp
Michigan
$277K +$15.4K +632 +6%
CA
29
Cetera Advisors
Colorado
$250K +$249K +10,199 New
PAG
30
Private Advisory Group
Washington
$242K +$241K +9,884 New
BAM
31
Belpointe Asset Management
Nevada
$232K +$7.97K +327 +4%
NFG
32
Next Financial Group
Texas
$226K +$56.1K +2,300 +33%
CFD
33
Creative Financial Designs
Indiana
$225K +$2.44K +100 +1%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$222K +$220K +9,021 New
US Bancorp
35
US Bancorp
Minnesota
$172K +$171K +7,000 New
JCM
36
Jacobi Capital Management
Pennsylvania
$140K -$17.9K -732 -12%
APA
37
American Portfolios Advisors
New York
$118K +$118K +4,830 New
SWP
38
Stratos Wealth Partners
Ohio
$49K +$48.8K +2,000 New
WEC
39
Winslow Evans & Crocker
Massachusetts
$45.4K +$1.22K +50 +3%
AAM
40
Advisors Asset Management
Colorado
$37K -$52.5K -2,151 -59%
AIM
41
Advantage Investment Management
Iowa
$27K +$26.8K +1,100 New
AF
42
Advisornet Financial
Minnesota
$21K +$21.2K +871 New
Morgan Stanley
43
Morgan Stanley
New York
$16K +$15.5K +637 New
Citigroup
44
Citigroup
New York
$5K +$4.97K +204 New
MCM
45
Mainstay Capital Management
Michigan
$4K +$3.63K +149 New
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$1K +$1.22K +50 New
Jane Street
47
Jane Street
New York
– -$1.98M -82,662 Closed
CPP
48
Crow Point Partners
Massachusetts
– -$510K -21,500 Closed
RIA
49
RPG Investment Advisory
California
– -$12K -500 Closed
1
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QYLD Hedge Fund Activity: Q4 2017 in Review

48 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ-100 Covered Call ETF (QYLD) for Q4 2017, worth a combined $52.5M — up 30% from $40.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QYLD positions and 3 closed out — a net gain of 17 holders — while 22 added to existing stakes and 4 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $2.51M. The largest seller was Jane Street, exiting entirely with an estimated $1.98M sold.

  • 48 institutional investors held Global X NASDAQ-100 Covered Call ETF (QYLD) as of Q4 2017, up from 31 in Q3 2017.
  • Funds reported $52.5M of Global X NASDAQ-100 Covered Call ETF stock for Q4 2017, up 30% quarter-over-quarter.
  • 20 funds opened new Global X NASDAQ-100 Covered Call ETF positions in Q4 2017 and 3 closed out, a net change of +17 holders.
  • The largest Global X NASDAQ-100 Covered Call ETF buyer in Q4 2017 was Ladenburg Thalmann Financial Services, an estimated $2.51M added.
  • The largest Global X NASDAQ-100 Covered Call ETF seller in Q4 2017 was Jane Street, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2017.