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Global X NASDAQ-100 Covered Call ETF
QYLD

53 hedge funds and large institutions have $82.9M invested in Global X NASDAQ-100 Covered Call ETF in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 7

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

58% more capital invested

Capital invested by funds: $52.5M → $82.9M (+$30.4M)

10% more funds holding

Funds holding: 48 → 53 (+5)

7.74% more ownership

Funds ownership: 33.43% → 41.18% (+7.7%)

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
29
Reduced
7
Closed
6
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$6.34M
2
RJA
Raymond James & Associates
Florida
+$5.34M
3
Stifel Financial
Stifel Financial
Missouri
+$4.6M
4
UBS Group
UBS Group
Switzerland
+$3.05M
5
MCM
Mainstay Capital Management
Michigan
+$2.68M

Top Sellers

Rank Fund Capital Flow
1
AFNAS
American Financial Network Advisory Services
California
-$880K
2
LNC
Lincoln National Corp
Pennsylvania
-$704K
3
VF
Virtu Financial
New York
-$306K
4
PAG
Private Advisory Group
Washington
-$242K
5
AG
Advisor Group
Arizona
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$510K -$15.6K -631 -3%
CM
27
Columbus Macro
Pennsylvania
$498K +$60.4K +2,442 +13%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$450K -$11.7K -473 -2%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$431K +$92.5K +3,739 +26%
AP
30
Advisors Preferred
Maryland
$401K +$8.86K +358 +2%
APA
31
American Portfolios Advisors
New York
$349K +$243K +9,835 +204%
BTS
32
BB&T Securities
Virginia
$338K +$352K +14,222 New
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$317K -$41.5K -1,676 -11%
SCM
34
Southport Capital Management
Tennessee
$294K +$305K +12,335 New
CA
35
Cetera Advisors
Colorado
$281K +$39.2K +1,585 +16%
SPC
36
Sigma Planning Corp
Michigan
$280K +$11.1K +447 +4%
NFG
37
Next Financial Group
Texas
$278K +$61K +2,463 +27%
CFD
38
Creative Financial Designs
Indiana
$228K +$9.9K +400 +4%
BAM
39
Belpointe Asset Management
Nevada
$226K +$1.78K +72 +0.8%
LWAC
40
Laurel Wealth Advisors (California)
California
$211K +$220K +8,881 New
RA
41
Rational Advisors
New York
$209K +$217K +8,778 New
US Bancorp
42
US Bancorp
Minnesota
$167K – – –
JCM
43
Jacobi Capital Management
Pennsylvania
$134K +$3.22K +130 +2%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$123K +$128K +5,171 New
WEC
45
Winslow Evans & Crocker
Massachusetts
$51.8K +$8.07K +326 +18%
SWP
46
Stratos Wealth Partners
Ohio
$48K – – –
AF
47
Advisornet Financial
Minnesota
$47K +$27K +1,090 +125%
AAM
48
Advisors Asset Management
Colorado
$36K – – –
RCAG
49
Rehmann Capital Advisory Group
Michigan
$28K +$29.5K +1,194 New
Morgan Stanley
50
Morgan Stanley
New York
$23K +$8.66K +350 +55%
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QYLD Hedge Fund Activity: Q1 2018 in Review

53 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ-100 Covered Call ETF (QYLD) for Q1 2018, worth a combined $82.9M — up 58% from $52.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QYLD positions and 6 closed out — a net gain of 5 holders — while 29 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.34M. The largest seller was American Financial Network Advisory Services, exiting entirely with an estimated $880K sold.

  • 53 institutional investors held Global X NASDAQ-100 Covered Call ETF (QYLD) as of Q1 2018, up from 48 in Q4 2017.
  • Funds reported $82.9M of Global X NASDAQ-100 Covered Call ETF stock for Q1 2018, up 58% quarter-over-quarter.
  • 11 funds opened new Global X NASDAQ-100 Covered Call ETF positions in Q1 2018 and 6 closed out, a net change of +5 holders.
  • The largest Global X NASDAQ-100 Covered Call ETF buyer in Q1 2018 was LPL Financial, an estimated $6.34M added.
  • The largest Global X NASDAQ-100 Covered Call ETF seller in Q1 2018 was American Financial Network Advisory Services, an estimated $880K sold.

Based on aggregated 13F filings for Q1 2018.