We are live on ! Find out more
QYLD icon

Global X NASDAQ-100 Covered Call ETF

128 hedge funds and large institutions have $319M invested in Global X NASDAQ-100 Covered Call ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

76% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 34

15% more capital invested

Capital invested by funds: $278M → $319M (+$40.9M)

10% more funds holding

Funds holding: 116128 (+12)

0.67% less ownership

Funds ownership: 24.97%24.3% (-0.67%)

Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
60
Reduced
34
Closed
13
Calls
$1.85M
Puts
Net Calls
+$1.85M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$820K +$62K +2,872 +8%
RFC
52
Regions Financial Corp
Alabama
$755K +$216K +10,000 +40%
SPIA
53
Steward Partners Investment Advisory
New York
$752K +$15.5K +717 +2%
GVAG
54
Great Valley Advisor Group
Delaware
$714K -$7.84K -363 -1%
BWA
55
Beam Wealth Advisors
Louisiana
$699K -$45.5K -2,107 -6%
IA
56
IFG Advisory
Georgia
$687K +$75.7K +3,505 +12%
WP
57
WealthPLAN Partners
Nebraska
$682K +$668K +30,945 New
KWM
58
Kingsview Wealth Management
Oregon
$670K -$637K -29,503 -49%
DI
59
DFPG Investments
Utah
$667K +$662K +30,656 New
PCIA
60
Prime Capital Investment Advisors
Kansas
$643K -$237K -10,990 -27%
US Bancorp
61
US Bancorp
Minnesota
$643K +$156K +7,217 +32%
BAM
62
Belpointe Asset Management
Nevada
$613K -$97K -4,493 -14%
JWCA
63
J.W. Cole Advisors
Florida
$601K +$7.86K +364 +1%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$600K -$571K -26,422 -49%
CRWM
65
Castle Rock Wealth Management
California
$580K +$18.6K +859 +3%
FSA
66
Financial Services Advisory
Maryland
$575K -$3.61K -167 -0.6%
APA
67
American Portfolios Advisors
New York
$544K -$156K -7,223 -22%
APWA
68
Atlas Private Wealth Advisors
New Jersey
$520K +$76.5K +3,541 +17%
FEG
69
Financial Enhancement Group
Indiana
$517K -$14.3K -663 -3%
MSL
70
Mackay Shields LLC
New York
$507K +$507K +23,500 New
T
71
TRUADVICE
Florida
$486K +$483K +22,382 New
BRWA
72
B. Riley Wealth Advisors
Florida
$467K +$76.4K +3,539 +20%
EWA
73
ERTS Wealth Advisors
Michigan
$412K +$15.6K +722 +4%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$407K +$173K +8,034 +74%
ASN
75
Advisory Services Network
Georgia
$405K +$162K +7,509 +67%

QYLD Hedge Fund Activity: Q3 2020 in Review

128 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ-100 Covered Call ETF (QYLD) for Q3 2020, worth a combined $319M — up 15% from $278M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new QYLD positions and 13 closed out — a net gain of 13 holders — while 60 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.3M. The largest seller was Milestone Advisory Partners, cutting an estimated $2.65M.

  • 128 institutional investors held Global X NASDAQ-100 Covered Call ETF (QYLD) as of Q3 2020, up from 116 in Q2 2020.
  • Funds reported $319M of Global X NASDAQ-100 Covered Call ETF stock for Q3 2020, up 15% quarter-over-quarter.
  • 26 funds opened new Global X NASDAQ-100 Covered Call ETF positions in Q3 2020 and 13 closed out, a net change of +13 holders.
  • The largest Global X NASDAQ-100 Covered Call ETF buyer in Q3 2020 was LPL Financial, an estimated $5.3M added.
  • The largest Global X NASDAQ-100 Covered Call ETF seller in Q3 2020 was Milestone Advisory Partners, an estimated $2.65M sold.

Based on aggregated 13F filings for Q3 2020.