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Global X NASDAQ-100 Covered Call ETF

75 hedge funds and large institutions have $160M invested in Global X NASDAQ-100 Covered Call ETF in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 14

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

42% more capital invested

Capital invested by funds: $113M → $160M (+$47.1M)

15% more funds holding

Funds holding: 6575 (+10)

4.06% more ownership

Funds ownership: 30.59%34.65% (+4.1%)

Holders
75
Holders Change
+10
Holders Change %
+15.38%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
34
Reduced
14
Closed
10
Calls
$2.72M
Puts
Net Calls
+$2.72M
Net Calls Change
+$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$939K +$92.9K +4,186 +11%
LNC
27
Lincoln National Corp
Pennsylvania
$928K +$145K +6,545 +19%
Bank of America
28
Bank of America
North Carolina
$903K +$883K +39,795 New
EWM
29
Executive Wealth Management
Michigan
$866K +$102K +4,611 +14%
BTS
30
BB&T Securities
Virginia
$850K +$56.5K +2,545 +7%
FAAS
31
First Allied Advisory Services
California
$829K +$240K +10,805 +42%
EFSCE
32
Enterprise Financial Services Corp (EFSC)
Missouri
$767K +$750K +33,799 New
SWP
33
Stratos Wealth Partners
Ohio
$727K +$25.6K +1,151 +4%
Morgan Stanley
34
Morgan Stanley
New York
$720K +$570K +25,662 +426%
FEG
35
Financial Enhancement Group
Indiana
$686K -$63.2K -2,849 -9%
MML Investors Services
36
MML Investors Services
Massachusetts
$625K +$104K +4,698 +21%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$603K -$1.29M -58,302 -69%
LFAS
38
Level Four Advisory Services
Texas
$602K +$46.6K +2,100 +9%
IA
39
IFG Advisory
Georgia
$575K +$13K +584 +2%
CAC
40
Certified Advisory Corp
Florida
$559K +$166K +7,475 +44%
SPC
41
Sigma Planning Corp
Michigan
$547K +$262K +11,812 +96%
CAN
42
Cetera Advisor Networks
California
$520K -$157K -7,078 -24%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$520K +$507K +22,831 New
Jane Street
44
Jane Street
New York
$453K +$443K +19,944 New
APA
45
American Portfolios Advisors
New York
$413K +$15.8K +712 +4%
SS
46
Sunbelt Securities
Texas
$349K +$17.9K +805 +6%
UR
47
USCA RIA
Texas
$339K +$30.6K +1,379 +10%
LWAC
48
Laurel Wealth Advisors (California)
California
$333K +$57.2K +2,576 +21%
RFN
49
RDA Financial Network
Iowa
$325K +$314K +14,150 New
DI
50
DFPG Investments
Utah
$314K +$6.66K +300 +2%

QYLD Hedge Fund Activity: Q1 2019 in Review

75 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ-100 Covered Call ETF (QYLD) for Q1 2019, worth a combined $160M — up 42% from $113M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QYLD positions and 10 closed out — a net gain of 10 holders — while 34 added to existing stakes and 14 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $27M. The largest seller was UBS Group, cutting an estimated $5.46M.

  • 75 institutional investors held Global X NASDAQ-100 Covered Call ETF (QYLD) as of Q1 2019, up from 65 in Q4 2018.
  • Funds reported $160M of Global X NASDAQ-100 Covered Call ETF stock for Q1 2019, up 42% quarter-over-quarter.
  • 20 funds opened new Global X NASDAQ-100 Covered Call ETF positions in Q1 2019 and 10 closed out, a net change of +10 holders.
  • The largest Global X NASDAQ-100 Covered Call ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $27M added.
  • The largest Global X NASDAQ-100 Covered Call ETF seller in Q1 2019 was UBS Group, an estimated $5.46M sold.

Based on aggregated 13F filings for Q1 2019.