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Global X NASDAQ-100 Covered Call ETF

108 hedge funds and large institutions have $284M invested in Global X NASDAQ-100 Covered Call ETF in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

256% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 16

28% more capital invested

Capital invested by funds: $223M → $284M (+$61.8M)

19% more funds holding

Funds holding: 91108 (+17)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.7% less ownership

Funds ownership: 32.47%31.77% (-0.7%)

Holders
108
Holders Change
+17
Holders Change %
+18.68%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
57
Reduced
16
Closed
7
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
76
SYM Financial Corp
Indiana
$302K
GWM
77
Geneos Wealth Management
Colorado
$273K +$40.3K +1,739 +18%
RIA
78
RPG Investment Advisory
California
$258K +$14.6K +630 +6%
MSAM
79
Moloney Securities Asset Management
Missouri
$248K +$243K +10,490 New
GM
80
GeoWealth Management
Illinois
$237K +$234K +10,069 New
CBFP
81
Cedar Brook Financial Partners
Ohio
$226K +$222K +9,564 New
CFD
82
Creative Financial Designs
Indiana
$218K +$2.32K +100 +1%
HA
83
Harborview Advisors
Maine
$215K +$211K +9,105 New
OIA
84
OneDigital Investment Advisors
Kansas
$202K +$198K +8,540 New
NFG
85
Next Financial Group
Texas
$200K -$88.2K -3,804 -31%
AIC
86
Ameritas Investment Company
Nebraska
$193K
SG Americas Securities
87
SG Americas Securities
New York
$182K
JPLA
88
Joseph P. Lucia & Associates
New York
$174K +$49.9K +2,150 +41%
NR
89
Newfound Research
Massachusetts
$172K -$41.8K -1,804 -20%
JCM
90
Jacobi Capital Management
Pennsylvania
$151K +$2.6K +112 +2%
FWM
91
Focused Wealth Management
New York
$104K +$102K +4,391 New
BFEC
92
Benjamin F. Edwards & Company
Missouri
$94K +$92.8K +4,000 New
AF
93
Advisornet Financial
Minnesota
$77K +$1.76K +76 +2%
Wells Fargo
94
Wells Fargo
California
$69K +$13.9K +601 +26%
WEC
95
Winslow Evans & Crocker
Massachusetts
$44K
AWA
96
Arkadios Wealth Advisors
Georgia
$43.2K +$41.5K +1,790 New
TC
97
TownSquare Capital
Utah
$41K -$968K -41,720 -96%
SPIA
98
Steward Partners Investment Advisory
New York
$28K
CFA
99
Carroll Financial Associates
North Carolina
$24K -$40.3K -1,736 -63%
HI
100
Hoey Investments
Pennsylvania
$23K +$22.8K +983 New

QYLD Hedge Fund Activity: Q4 2019 in Review

108 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ-100 Covered Call ETF (QYLD) for Q4 2019, worth a combined $284M — up 28% from $223M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new QYLD positions and 7 closed out — a net gain of 20 holders — while 57 added to existing stakes and 16 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $9.01M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $2.01M sold.

  • 108 institutional investors held Global X NASDAQ-100 Covered Call ETF (QYLD) as of Q4 2019, up from 91 in Q3 2019.
  • Funds reported $284M of Global X NASDAQ-100 Covered Call ETF stock for Q4 2019, up 28% quarter-over-quarter.
  • 27 funds opened new Global X NASDAQ-100 Covered Call ETF positions in Q4 2019 and 7 closed out, a net change of +20 holders.
  • The largest Global X NASDAQ-100 Covered Call ETF buyer in Q4 2019 was Cambridge Investment Research Advisors, an estimated $9.01M added.
  • The largest Global X NASDAQ-100 Covered Call ETF seller in Q4 2019 was Redhawk Wealth Advisors, an estimated $2.01M sold.

Based on aggregated 13F filings for Q4 2019.