We are live on ! Find out more
QYLD icon

Global X NASDAQ-100 Covered Call ETF
QYLD

69 hedge funds and large institutions have $133M invested in Global X NASDAQ-100 Covered Call ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 13

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

41% more capital invested

Capital invested by funds: $94.4M → $133M (+$39.1M)

10% more funds holding

Funds holding: 63 → 69 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.57% less ownership

Funds ownership: 34.95% → 34.39% (-0.57%)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
38
Reduced
13
Closed
8
Calls
$1.56M
Puts
–
Net Calls
+$1.56M
Net Calls Change
+$1.56M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$18M
2
AG
Advisor Group
Arizona
+$2.1M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.74M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.41M
5
CA
Cetera Advisors
Colorado
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$1.6M
2
NR
Newfound Research
Massachusetts
-$1.27M
3
CF
Centaurus Financial
California
-$535K
4
MML Investors Services
MML Investors Services
Massachusetts
-$461K
5
MCM
Mainstay Capital Management
Michigan
-$113K
Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
26
Financial Enhancement Group
Indiana
$831K -$15.5K -621 -2%
AIP
27
Ahrens Investment Partners
Louisiana
$799K +$322K +12,900 +68%
BTS
28
BB&T Securities
Virginia
$725K +$94.1K +3,771 +15%
BCM
29
Brookstone Capital Management
Illinois
$723K +$717K +28,751 New
CAN
30
Cetera Advisor Networks
California
$659K +$276K +11,051 +73%
PAG
31
Private Advisory Group
Washington
$641K -$11.9K -478 -2%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$560K +$44.7K +1,792 +9%
LFAS
33
Level Four Advisory Services
Texas
$551K +$99.8K +4,000 +22%
MML Investors Services
34
MML Investors Services
Massachusetts
$544K -$461K -18,468 -46%
CM
35
Columbus Macro
Pennsylvania
$543K +$19.8K +794 +4%
CA
36
Calton & Associates
Florida
$450K -$4.74K -190 -1%
LWAC
37
Laurel Wealth Advisors (California)
California
$450K +$193K +7,724 +76%
APA
38
American Portfolios Advisors
New York
$445K +$58.3K +2,335 +15%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$435K – – –
RA
40
Rational Advisors
New York
$397K -$31.9K -1,277 -7%
SPC
41
Sigma Planning Corp
Michigan
$337K +$40.9K +1,639 +14%
SCM
42
Shelton Capital Management
Colorado
$330K +$106K +4,256 +48%
Creative Planning
43
Creative Planning
Kansas
$323K +$321K +12,871 New
SS
44
Sunbelt Securities
Texas
$319K +$317K +12,702 New
IA
45
IFG Advisory
Georgia
$303K +$46.7K +1,873 +18%
CAC
46
Certified Advisory Corp
Florida
$301K +$150K +6,000 +100%
SS
47
Simplicity Solutions
Minnesota
$280K +$278K +11,126 New
CFD
48
Creative Financial Designs
Indiana
$251K +$3.74K +150 +2%
BAM
49
Belpointe Asset Management
Nevada
$242K +$2.69K +108 +1%
SWP
50
Stratos Wealth Partners
Ohio
$236K +$234K +9,380 New
1
2
3 4

QYLD Hedge Fund Activity: Q3 2018 in Review

69 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ-100 Covered Call ETF (QYLD) for Q3 2018, worth a combined $133M — up 41% from $94.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QYLD positions and 8 closed out — a net gain of 6 holders — while 38 added to existing stakes and 13 trimmed.

The largest buyer was UBS Group, adding an estimated $18M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $1.6M sold.

  • 69 institutional investors held Global X NASDAQ-100 Covered Call ETF (QYLD) as of Q3 2018, up from 63 in Q2 2018.
  • Funds reported $133M of Global X NASDAQ-100 Covered Call ETF stock for Q3 2018, up 41% quarter-over-quarter.
  • 14 funds opened new Global X NASDAQ-100 Covered Call ETF positions in Q3 2018 and 8 closed out, a net change of +6 holders.
  • The largest Global X NASDAQ-100 Covered Call ETF buyer in Q3 2018 was UBS Group, an estimated $18M added.
  • The largest Global X NASDAQ-100 Covered Call ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $1.6M sold.

Based on aggregated 13F filings for Q3 2018.