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Global X NASDAQ-100 Covered Call ETF
QYLD

167 hedge funds and large institutions have $476M invested in Global X NASDAQ-100 Covered Call ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 90 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 28

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

20% more capital invested

Capital invested by funds: $398M → $476M (+$77.9M)

11% more funds holding

Funds holding: 150 → 167 (+17)

9% more call options, than puts

Call options by funds: $1.5M | Put options by funds: $1.38M

3.51% less ownership

Funds ownership: 24.88% → 21.38% (-3.5%)

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
32
Increased
90
Reduced
28
Closed
13
Calls
$1.5M
Puts
$1.38M
Net Calls
+$121K
Net Calls Change
-$173K

Top Buyers

Rank Fund Capital Flow
1
RA
Rational Advisors
New York
+$13.8M
2
Wells Fargo
Wells Fargo
California
+$10.2M
3
Morgan Stanley
Morgan Stanley
New York
+$7.03M
4
UBS Group
UBS Group
Switzerland
+$6.06M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$5.71M

Top Sellers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
-$6.39M
2
SS
Simplicity Solutions
Minnesota
-$3.42M
3
CI
Cavalier Investments
Georgia
-$1.46M
4
Citadel Advisors
Citadel Advisors
Florida
-$745K
5
SFS
Sowell Financial Services
Arkansas
-$581K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$1.51M +$1.53M +67,028 New
CAN
52
Cetera Advisor Networks
California
$1.36M +$344K +15,059 +33%
FHA
53
Flagship Harbor Advisors
Massachusetts
$1.25M +$1.27M +55,622 New
SPC
54
Sigma Planning Corp
Michigan
$1.17M +$24.8K +1,086 +2%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$1.11M – – –
RIA
56
Realta Investment Advisors
Delaware
$1.07M -$59.2K -2,593 -5%
LWAC
57
Laurel Wealth Advisors (California)
California
$1.06M +$124K +5,416 +13%
CIAS
58
Capital Investment Advisory Services
North Carolina
$1.05M +$39K +1,710 +4%
CF
59
Centaurus Financial
California
$1.04M +$49.7K +2,177 +5%
AWS
60
AJ Wealth Strategies
New York
$1.04M +$1.05M +45,998 New
CFO
61
CVA Family Office
Colorado
$949K +$49.4K +2,165 +5%
FFG
62
Ford Financial Group
California
$931K +$570K +24,966 +153%
RVPG
63
Relative Value Partners Group
$916K +$927K +40,576 New
IA
64
IFG Advisory
Georgia
$869K +$104K +4,564 +13%
CAN
65
Claraphi Advisory Network
United States
$854K +$864K +37,836 New
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$852K -$224K -9,796 -21%
KPWS
67
Kestra Private Wealth Services
Texas
$840K +$850K +37,230 New
AFG
68
Alterity Financial Group
Maine
$818K +$890K +38,997 New
DI
69
DFPG Investments
Utah
$809K +$55.3K +2,423 +7%
JWCA
70
J.W. Cole Advisors
Florida
$797K -$395K -17,284 -33%
RFC
71
Regions Financial Corp
Alabama
$790K – – –
GVAG
72
Great Valley Advisor Group
Delaware
$783K -$21.2K -927 -3%
TC
73
TownSquare Capital
Utah
$777K +$166K +7,288 +27%
PAG
74
Private Advisor Group
New Jersey
$765K +$774K +33,889 New
APWA
75
Atlas Private Wealth Advisors
New Jersey
$758K +$112K +4,895 +17%
1 2
3
4 5

QYLD Hedge Fund Activity: Q1 2021 in Review

167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ-100 Covered Call ETF (QYLD) for Q1 2021, worth a combined $476M — up 20% from $398M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new QYLD positions and 13 closed out — a net gain of 19 holders — while 90 added to existing stakes and 28 trimmed.

The largest buyer was Rational Advisors, adding an estimated $13.8M. The largest seller was FormulaFolio Investments, cutting an estimated $6.39M.

  • 167 institutional investors held Global X NASDAQ-100 Covered Call ETF (QYLD) as of Q1 2021, up from 150 in Q4 2020.
  • Funds reported $476M of Global X NASDAQ-100 Covered Call ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 32 funds opened new Global X NASDAQ-100 Covered Call ETF positions in Q1 2021 and 13 closed out, a net change of +19 holders.
  • The largest Global X NASDAQ-100 Covered Call ETF buyer in Q1 2021 was Rational Advisors, an estimated $13.8M added.
  • The largest Global X NASDAQ-100 Covered Call ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $6.39M sold.

Based on aggregated 13F filings for Q1 2021.