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Global X NASDAQ-100 Covered Call ETF

108 hedge funds and large institutions have $284M invested in Global X NASDAQ-100 Covered Call ETF in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

256% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 16

28% more capital invested

Capital invested by funds: $223M → $284M (+$61.8M)

19% more funds holding

Funds holding: 91108 (+17)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.7% less ownership

Funds ownership: 32.47%31.77% (-0.7%)

Holders
108
Holders Change
+17
Holders Change %
+18.68%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
57
Reduced
16
Closed
7
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Change in
Stake
CCT
26
Country Club Trust
Missouri
$2.25M +$52.1K +2,248 +2%
IA
27
IFP Advisors
Florida
$2.22M -$462K -19,918 -18%
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$2.03M +$4.66K +201 +0.2%
RICHC
29
Renaissance Investment Consultants Holding Company
Pennsylvania
$1.98M +$1.95M +84,145 New
SWP
30
Stratos Wealth Partners
Ohio
$1.92M +$486K +20,931 +35%
SFS
31
Sowell Financial Services
Arkansas
$1.88M +$478K +20,594 +35%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.79M +$1.14M +49,089 +182%
Truist Financial
33
Truist Financial
North Carolina
$1.7M +$1.67M +72,038 New
AWS
34
AJ Wealth Strategies
New York
$1.58M +$36.3K +1,565 +2%
PAG
35
Private Advisor Group
New Jersey
$1.48M +$1.45M +62,700 New
CM
36
Columbus Macro
Pennsylvania
$1.45M +$1.42M +61,124 New
EWM
37
Executive Wealth Management
Michigan
$1.24M +$54.1K +2,332 +5%
AI
38
Atria Investments
North Carolina
$1.24M +$54.1K +2,333 +5%
SPC
39
Sigma Planning Corp
Michigan
$1.18M +$271K +11,666 +30%
SCA
40
Snowden Capital Advisors
New York
$1.16M +$66.6K +2,869 +6%
RA
41
Rational Advisors
New York
$1.11M +$445K +19,183 +68%
SS
42
Sunbelt Securities
Texas
$1.03M +$97.9K +4,219 +11%
JWCA
43
J.W. Cole Advisors
Florida
$1.03M +$1.01M +43,607 New
GVAG
44
Great Valley Advisor Group
Delaware
$1M +$62.8K +2,708 +7%
William Blair & Company
45
William Blair & Company
Illinois
$835K -$129K -5,547 -14%
UR
46
USCA RIA
Texas
$771K +$411K +17,715 +119%
RFN
47
RDA Financial Network
Iowa
$770K +$103K +4,450 +16%
WP
48
WealthSource Partners
California
$765K -$1.32M -56,985 -64%
CRWM
49
Castle Rock Wealth Management
California
$731K +$705K +30,395 New
BWA
50
Beam Wealth Advisors
Louisiana
$674K +$662K +28,556 New

QYLD Hedge Fund Activity: Q4 2019 in Review

108 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ-100 Covered Call ETF (QYLD) for Q4 2019, worth a combined $284M — up 28% from $223M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new QYLD positions and 7 closed out — a net gain of 20 holders — while 57 added to existing stakes and 16 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $9.01M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $2.01M sold.

  • 108 institutional investors held Global X NASDAQ-100 Covered Call ETF (QYLD) as of Q4 2019, up from 91 in Q3 2019.
  • Funds reported $284M of Global X NASDAQ-100 Covered Call ETF stock for Q4 2019, up 28% quarter-over-quarter.
  • 27 funds opened new Global X NASDAQ-100 Covered Call ETF positions in Q4 2019 and 7 closed out, a net change of +20 holders.
  • The largest Global X NASDAQ-100 Covered Call ETF buyer in Q4 2019 was Cambridge Investment Research Advisors, an estimated $9.01M added.
  • The largest Global X NASDAQ-100 Covered Call ETF seller in Q4 2019 was Redhawk Wealth Advisors, an estimated $2.01M sold.

Based on aggregated 13F filings for Q4 2019.