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Global X NASDAQ-100 Covered Call ETF
QYLD

372 hedge funds and large institutions have $1.85B invested in Global X NASDAQ-100 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 112 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

37% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 112

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

18% more capital invested

Capital invested by funds: $1.56B → $1.85B (+$283M)

9% more funds holding

Funds holding: 340 → 372 (+32)

3.33% more ownership

Funds ownership: 20.26% → 23.59% (+3.3%)

28% less call options, than puts

Call options by funds: $1.23M | Put options by funds: $1.7M

Holders
372
Holders Change
+32
Holders Change %
+9.41%
% of All Funds
5.42%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
58
Increased
153
Reduced
112
Closed
22
Calls
$1.23M
Puts
$1.7M
Net Calls
-$471K
Net Calls Change
-$2.45M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$159M
2
RJA
Raymond James & Associates
Florida
+$12.3M
3
CF
Centaurus Financial
California
+$8.78M
4
Ameriprise
Ameriprise
Minnesota
+$8.73M
5
IWM
IHT Wealth Management
Illinois
+$5.41M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$10.2M
2
Bank of America
Bank of America
North Carolina
-$9.01M
3
LPL Financial
LPL Financial
California
-$8.03M
4
CW
Cook Wealth
North Carolina
-$5.34M
5
NA
NewEdge Advisors
Louisiana
-$5.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$3.94M +$3.87M +227,100 New
PFPT
52
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.9M -$29.3K -1,717 -0.8%
IAIM
53
International Assets Investment Management
Florida
$3.84M +$3.78M +221,558 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$3.82M +$133K +7,830 +4%
KPWS
55
Kestra Private Wealth Services
Texas
$3.62M +$2.13K +125 +0.1%
Goldman Sachs
56
Goldman Sachs
New York
$3.46M +$3.4M +199,453 New
SWP
57
Stratos Wealth Partners
Ohio
$3.4M +$323K +18,961 +11%
DAS
58
Dynamic Advisor Solutions
Arizona
$3.29M -$987K -57,909 -23%
AAS
59
Avantax Advisory Services
Texas
$3.24M +$903K +52,995 +40%
RFN
60
Redwood Financial Network
Ohio
$3.16M -$35.2K -2,066 -1%
OMC
61
Old Mission Capital
Illinois
$3.15M +$688K +40,393 +29%
BWM
62
BKM Wealth Management
Wisconsin
$3.1M +$3.05M +178,733 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$3.09M +$755K +44,311 +33%
IFWM
64
Institute for Wealth Management
Colorado
$3.05M -$97K -5,690 -3%
EH
65
Equitable Holdings
New York
$3M -$372K -21,806 -11%
HCM
66
Howard Capital Management
Georgia
$2.97M +$2.89M +169,660 New
AO
67
Advisor OS
Illinois
$2.94M +$379K +22,249 +15%
MA
68
MJP Associates
Connecticut
$2.92M +$2.87M +168,218 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$2.89M +$2.47M +145,020 +663%
BRWA
70
B. Riley Wealth Advisors
Florida
$2.89M +$77.1K +4,525 +3%
AWM
71
Accel Wealth Management
Iowa
$2.86M -$88.3K -5,180 -3%
AI
72
Atria Investments
North Carolina
$2.77M +$2.72M +159,541 New
FAM
73
Flaharty Asset Management
Florida
$2.58M +$179K +10,531 +8%
NRI
74
NFP Retirement Inc
California
$2.48M +$751K +44,054 +45%
RPSA
75
Richard P. Slaughter Associates
Texas
$2.42M -$114K -6,694 -5%
1 2
3
4 5

QYLD Hedge Fund Activity: Q4 2023 in Review

372 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ-100 Covered Call ETF (QYLD) for Q4 2023, worth a combined $1.85B — up 18% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new QYLD positions and 22 closed out — a net gain of 36 holders — while 153 added to existing stakes and 112 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $159M. The largest seller was Osaic Holdings, cutting an estimated $10.2M.

  • 372 institutional investors held Global X NASDAQ-100 Covered Call ETF (QYLD) as of Q4 2023, up from 340 in Q3 2023.
  • Funds reported $1.85B of Global X NASDAQ-100 Covered Call ETF stock for Q4 2023, up 18% quarter-over-quarter.
  • 58 funds opened new Global X NASDAQ-100 Covered Call ETF positions in Q4 2023 and 22 closed out, a net change of +36 holders.
  • The largest Global X NASDAQ-100 Covered Call ETF buyer in Q4 2023 was Morgan Stanley, an estimated $159M added.
  • The largest Global X NASDAQ-100 Covered Call ETF seller in Q4 2023 was Osaic Holdings, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2023.