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Global X NASDAQ-100 Covered Call ETF

150 hedge funds and large institutions have $398M invested in Global X NASDAQ-100 Covered Call ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

204% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 27

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more capital invested

Capital invested by funds: $319M → $398M (+$79.3M)

17% more funds holding

Funds holding: 128150 (+22)

0.58% more ownership

Funds ownership: 24.3%24.88% (+0.58%)

Holders
150
Holders Change
+22
Holders Change %
+17.19%
% of All Funds
2.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
82
Reduced
27
Closed
6
Calls
$294K
Puts
Net Calls
+$294K
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
T
76
TRUADVICE
Florida
$561K +$47K +2,125 +9%
Creative Planning
77
Creative Planning
Kansas
$545K +$125K +5,637 +31%
KWM
78
Kingsview Wealth Management
Oregon
$516K -$187K -8,440 -27%
WS
79
Wedbush Securities
California
$492K +$69.2K +3,129 +17%
BAM
80
Bruderman Asset Management
New York
$477K +$76.6K +3,462 +20%
MSL
81
Mackay Shields LLC
New York
$466K -$68.1K -3,078 -13%
PCIA
82
Prime Capital Investment Advisors
Kansas
$451K -$222K -10,025 -34%
BRWA
83
B. Riley Wealth Advisors
Florida
$448K -$45.1K -2,040 -9%
LFAS
84
Level Four Advisory Services
Texas
$423K
LWPC
85
Legacy Wealth Partners (California)
California
$409K +$70.6K +3,194 +22%
LFF
86
Level Four Financial
Texas
$403K +$391K +17,661 New
VC
87
Vicus Capital
Pennsylvania
$401K -$16K -725 -4%
William Blair & Company
88
William Blair & Company
Illinois
$397K +$134K +6,042 +53%
JPLA
89
Joseph P. Lucia & Associates
New York
$389K +$59.2K +2,677 +19%
APA
90
American Portfolios Advisors
New York
$377K -$192K -8,685 -34%
FFG
91
Ford Financial Group
California
$371K +$93.1K +4,211 +35%
VFM
92
Vivid Financial Management
California
$360K +$349K +15,779 New
RIA
93
RPG Investment Advisory
California
$353K -$3.01K -136 -0.9%
GM
94
GeoWealth Management
Illinois
$324K +$14.9K +673 +5%
CCFM
95
Clear Creek Financial Management
Washington
$320K +$311K +14,072 New
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$307K +$55.3K +2,500 +23%
BCM
97
Brookstone Capital Management
Illinois
$303K +$23.5K +1,063 +9%
Citigroup
98
Citigroup
New York
$302K +$282K +12,763 +2,648%
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$301K -$324K -14,650 -53%
CSPIA
100
Cary Street Partners Investment Advisory
Virginia
$293K +$284K +12,850 New

QYLD Hedge Fund Activity: Q4 2020 in Review

150 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ-100 Covered Call ETF (QYLD) for Q4 2020, worth a combined $398M — up 25% from $319M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new QYLD positions and 6 closed out — a net gain of 24 holders — while 82 added to existing stakes and 27 trimmed.

The largest buyer was Rational Advisors, adding an estimated $7.93M. The largest seller was Jane Street, exiting entirely with an estimated $2.43M sold.

  • 150 institutional investors held Global X NASDAQ-100 Covered Call ETF (QYLD) as of Q4 2020, up from 128 in Q3 2020.
  • Funds reported $398M of Global X NASDAQ-100 Covered Call ETF stock for Q4 2020, up 25% quarter-over-quarter.
  • 30 funds opened new Global X NASDAQ-100 Covered Call ETF positions in Q4 2020 and 6 closed out, a net change of +24 holders.
  • The largest Global X NASDAQ-100 Covered Call ETF buyer in Q4 2020 was Rational Advisors, an estimated $7.93M added.
  • The largest Global X NASDAQ-100 Covered Call ETF seller in Q4 2020 was Jane Street, an estimated $2.43M sold.

Based on aggregated 13F filings for Q4 2020.