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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
Creative Planning
51
Creative Planning
Kansas
$311K -$1.11K -50 -0.4%
WWM
52
Western Wealth Management
Colorado
$303K +$298K +13,445 New
SFC
53
SYM Financial Corp
Indiana
$280K
AIC
54
Ameritas Investment Company
Nebraska
$238K -$112K -5,056 -33%
CFD
55
Creative Financial Designs
Indiana
$214K -$8.88K -400 -4%
NA
56
NewEdge Advisors
Louisiana
$208K +$203K +9,150 New
BRC
57
Bell Rock Capital
Delaware
$181K
NFG
58
Next Financial Group
Texas
$170K -$64.6K -2,910 -28%
NFH
59
NEXT Financial Holdings
Texas
$170K +$166K +7,500 New
GWM
60
Geneos Wealth Management
Colorado
$165K -$9.9K -446 -6%
JCM
61
Jacobi Capital Management
Pennsylvania
$158K +$3.37K +152 +2%
RA
62
Rational Advisors
New York
$117K -$415K -18,695 -78%
PGA
63
Premia Global Advisors
Florida
$100K +$98.6K +4,443 New
AF
64
Advisornet Financial
Minnesota
$69K +$2.29K +103 +4%
RCAG
65
Rehmann Capital Advisory Group
Michigan
$60.6K +$59.3K +2,670 New
CFA
66
Carroll Financial Associates
North Carolina
$57K +$55.8K +2,512 New
Wells Fargo
67
Wells Fargo
California
$53K
WEC
68
Winslow Evans & Crocker
Massachusetts
$46K
SWM
69
SeaCrest Wealth Management
New York
$23K
US Bancorp
70
US Bancorp
Minnesota
$18K +$17.8K +800 New
PCA
71
Providence Capital Advisors
North Carolina
$10K +$9.68K +436 New
GSWM
72
Golden State Wealth Management
California
$6K +$5.97K +269 New
AAM
73
Advisors Asset Management
Colorado
$3K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$1K +$644 +29 New
NR
75
Newfound Research
Massachusetts
-$2.94M -137,825 Closed

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.