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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
LFAS
76
Level Four Advisory Services
Texas
$400K -$5.38K -249 -1%
WS
77
Wedbush Securities
California
$398K +$23.8K +1,104 +6%
Creative Planning
78
Creative Planning
Kansas
$394K -$67.2K -3,114 -15%
VC
79
Vicus Capital
Pennsylvania
$394K +$69.2K +3,206 +21%
GG
80
Gofen & Glossberg
Illinois
$378K +$379K +17,560 New
BAM
81
Bruderman Asset Management
New York
$377K -$28.6K -1,323 -7%
SS
82
Sunbelt Securities
Texas
$362K -$37.6K -1,743 -9%
RIA
83
RPG Investment Advisory
California
$336K +$4.47K +207 +1%
BB
84
Busey Bank
Illinois
$326K -$16K -740 -5%
LWPC
85
Legacy Wealth Partners (California)
California
$318K +$29.6K +1,373 +10%
JPLA
86
Joseph P. Lucia & Associates
New York
$310K +$152K +7,016 +95%
AIA
87
Armor Investment Advisors
North Carolina
$294K +$294K +13,632 New
GM
88
GeoWealth Management
Illinois
$291K -$97.2K -4,499 -25%
BCM
89
Brookstone Capital Management
Illinois
$263K +$264K +12,209 New
FFG
90
Ford Financial Group
California
$260K +$261K +12,082 New
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$259K
AAP
92
Arax Advisory Partners
Colorado
$259K +$9.37K +434 +4%
GLA
93
Good Life Advisors
Pennsylvania
$256K +$258K +11,970 New
CBFP
94
Cedar Brook Financial Partners
Ohio
$250K +$9.72K +450 +4%
DWM
95
Darwin Wealth Management
Florida
$248K +$249K +11,535 New
William Blair & Company
96
William Blair & Company
Illinois
$245K -$136K -6,315 -36%
SI
97
Stephens Inc
Arkansas
$242K +$242K +11,210 New
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$237K -$45.2K -2,094 -16%
BFEC
99
Benjamin F. Edwards & Company
Missouri
$236K +$64.8K +3,000 +38%
WWM
100
Western Wealth Management
Colorado
$222K -$72.1K -3,337 -24%

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.