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Global X NASDAQ-100 Covered Call ETF
QYLD

333 hedge funds and large institutions have $1.59B invested in Global X NASDAQ-100 Covered Call ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 161 increasing their positions, 78 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $4.41M | Put options by funds: $1.24M

106% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 78

69% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 26

34% more capital invested

Capital invested by funds: $1.19B → $1.59B (+$405M)

5% more funds holding

Funds holding: 318 → 333 (+15)

3.03% more ownership

Funds ownership: 16.97% → 20% (+3%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
5.23%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
44
Increased
161
Reduced
78
Closed
26
Calls
$4.41M
Puts
$1.24M
Net Calls
+$3.17M
Net Calls Change
-$1.55M

Top Buyers

1
NAM
Nissay Asset Management
Japan
+$208M
2
Bank of America
Bank of America
North Carolina
+$25.5M
3
Morgan Stanley
Morgan Stanley
New York
+$13.8M
4
Jane Street
Jane Street
New York
+$11M
5
LPL Financial
LPL Financial
California
+$9.19M

Top Sellers

1
CW
Cook Wealth
North Carolina
-$6.3M
2
AIA
Armor Investment Advisors
North Carolina
-$4.39M
3
IAIM
International Assets Investment Management
Florida
-$3.57M
4
Ameriprise
Ameriprise
Minnesota
-$3.3M
5
WHG
Westwood Holdings Group
Texas
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$9.92M +$962K +55,118 +11%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$9.29M +$625K +35,799 +7%
APWA
28
Atlas Private Wealth Advisors
New Jersey
$9.14M +$4.88M +279,695 +119%
PIWA
29
Prevail Innovative Wealth Advisors
Kansas
$8.03M +$7.9M +452,436 New
UW
30
Unique Wealth
Florida
$7.26M +$450K +25,798 +7%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$7.24M -$20.4K -1,167 -0.3%
NA
32
NewEdge Advisors
Louisiana
$7.06M +$57.2K +3,276 +0.8%
PAG
33
Private Advisor Group
New Jersey
$6.72M +$257K +14,735 +4%
AWM
34
AE Wealth Management
Kansas
$6.69M +$1.7M +97,186 +35%
Stifel Financial
35
Stifel Financial
Missouri
$6.43M -$574K -32,918 -8%
IFG
36
Independent Financial Group
California
$6.08M +$2.43M +139,141 +68%
JP Morgan Chase
37
JP Morgan Chase
New York
$5.93M +$293K +16,762 +5%
AWS
38
Atria Wealth Solutions
New York
$5.6M +$338K +19,342 +7%
RPSA
39
Richard P. Slaughter Associates
Texas
$5.53M +$133K +7,623 +3%
SFS
40
Sowell Financial Services
Arkansas
$5.46M +$3.85M +220,726 +254%
HI
41
Harbour Investments
Wisconsin
$5.37M -$7.59K -435 -0.1%
MA
42
Mutual Advisors
Nebraska
$5.35M +$3.27M +187,482 +165%
JWCA
43
J.W. Cole Advisors
Florida
$5.2M +$1.49M +85,133 +41%
DAS
44
Dynamic Advisor Solutions
Arizona
$5.13M +$2.79M +159,767 +124%
JFG
45
Jefferies Financial Group
New York
$5.03M -$361K -20,689 -7%
TCMP
46
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5M +$1.13M +64,802 +30%
BAM
47
Belpointe Asset Management
Nevada
$4.81M +$4.18M +239,474 +762%
Truist Financial
48
Truist Financial
North Carolina
$4.77M -$731K -41,904 -13%
CA
49
Cetera Advisors
Colorado
$4.65M +$223K +12,775 +5%
FHA
50
Flagship Harbor Advisors
Massachusetts
$4.53M +$3.72M +213,107 +509%
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QYLD Hedge Fund Activity: Q2 2023 in Review

333 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ-100 Covered Call ETF (QYLD) for Q2 2023, worth a combined $1.59B — up 34% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new QYLD positions and 26 closed out — a net gain of 18 holders — while 161 added to existing stakes and 78 trimmed.

The largest buyer was Nissay Asset Management, adding an estimated $208M. The largest seller was Cook Wealth, cutting an estimated $6.3M.

  • 333 institutional investors held Global X NASDAQ-100 Covered Call ETF (QYLD) as of Q2 2023, up from 318 in Q1 2023.
  • Funds reported $1.59B of Global X NASDAQ-100 Covered Call ETF stock for Q2 2023, up 34% quarter-over-quarter.
  • 44 funds opened new Global X NASDAQ-100 Covered Call ETF positions in Q2 2023 and 26 closed out, a net change of +18 holders.
  • The largest Global X NASDAQ-100 Covered Call ETF buyer in Q2 2023 was Nissay Asset Management, an estimated $208M added.
  • The largest Global X NASDAQ-100 Covered Call ETF seller in Q2 2023 was Cook Wealth, an estimated $6.3M sold.

Based on aggregated 13F filings for Q2 2023.