QYLD icon

Global X NASDAQ-100 Covered Call ETF

167 hedge funds and large institutions have $476M invested in Global X NASDAQ-100 Covered Call ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 90 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
32
Increased
90
Reduced
28
Closed
13
Calls
$1.5M
Puts
$1.38M
Net Calls
+$121K
Net Calls Change
-$173K
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
76
ERTS Wealth Advisors
Michigan
$755K +$121K +5,360 +19%
SPIA
77
Steward Partners Investment Advisory
New York
$750K -$31.3K -1,385 -4%
WP
78
WealthPLAN Partners
Nebraska
$747K +$10.8K +488 +1%
BWA
79
Beam Wealth Advisors
Louisiana
$740K +$49.1K +2,178 +7%
US Bancorp
80
US Bancorp
Minnesota
$733K -$5.19K -230 -0.7%
CWM
81
Collaborative Wealth Management
Florida
$727K +$727K +34,654 New
MA
82
Mutual Advisors
Nebraska
$711K +$424K +18,777 +148%
HighTower Advisors
83
HighTower Advisors
Illinois
$654K -$117K -5,156 -15%
BAM
84
Belpointe Asset Management
Nevada
$627K +$30.4K +1,346 +5%
BRWA
85
B. Riley Wealth Advisors
Florida
$611K +$168K +7,429 +38%
MAP
86
Milestone Advisory Partners
North Carolina
$610K -$234K -10,384 -28%
FSA
87
Financial Services Advisory
Maryland
$610K +$744 +33 +0.1%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$609K +$37.4K +1,657 +7%
NWA
89
Navis Wealth Advisors
New York
$595K +$4.74K +210 +0.8%
BAM
90
Bruderman Asset Management
New York
$584K +$111K +4,931 +24%
Creative Planning
91
Creative Planning
Kansas
$546K +$5.76K +255 +1%
Citigroup
92
Citigroup
New York
$529K +$230K +10,202 +77%
LFF
93
Level Four Financial
Texas
$451K +$52K +2,300 +13%
VC
94
Vicus Capital
Pennsylvania
$449K +$52.6K +2,331 +13%
CAC
95
Certified Advisory Corp
Florida
$438K +$438K +19,411 New
William Blair & Company
96
William Blair & Company
Illinois
$421K +$28.2K +1,250 +7%
APA
97
American Portfolios Advisors
New York
$419K +$45.4K +2,010 +12%
JPLA
98
Joseph P. Lucia & Associates
New York
$416K +$30.8K +1,365 +8%
LFAS
99
Level Four Advisory Services
Texas
$391K -$28.1K -1,245 -7%
KAS
100
Kestra Advisory Services
Texas
$390K +$390K +17,292 New