Global X NASDAQ-100 Covered Call ETF
QYLD
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.
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: 65 → 75 (+10)
4.06% more ownership
Funds ownership: 30.59% → 34.65% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$27M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.64M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.46M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.71M |
| 5 |
SG Americas Securities
New York
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.46M |
| 2 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$2.94M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.35M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.35M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWA
76
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$2.35M | -110,440 | Closed |
|
77
Citadel Advisors
Miami,
Florida
| – | -$1.17M | -55,043 | Closed |
|
|
AIP
78
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$494K | -23,200 | Closed |
|
|
TFA
79
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$453K | -21,247 | Closed |
|
|
SCM
80
Shelton Capital Management
Denver,
Colorado
| – | -$335K | -15,698 | Closed |
|
|
TSS
81
Two Sigma Securities
New York
| – | -$217K | -10,218 | Closed |
|
|
BAM
82
Belpointe Asset Management
Reno,
Nevada
| – | -$204K | -9,554 | Closed |
|
|
W
83
WealthOne
Albany,
New York
| – | -$35K | -1,660 | Closed |
|
84
JP Morgan Chase
New York
| – | -$6K | -300 | 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.