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Global X NASDAQ-100 Covered Call ETF
QYLD

372 hedge funds and large institutions have $1.85B invested in Global X NASDAQ-100 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 112 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

37% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 112

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

18% more capital invested

Capital invested by funds: $1.56B → $1.85B (+$283M)

9% more funds holding

Funds holding: 340 → 372 (+32)

3.33% more ownership

Funds ownership: 20.26% → 23.59% (+3.3%)

28% less call options, than puts

Call options by funds: $1.23M | Put options by funds: $1.7M

Holders
372
Holders Change
+32
Holders Change %
+9.41%
% of All Funds
5.42%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
58
Increased
153
Reduced
112
Closed
22
Calls
$1.23M
Puts
$1.7M
Net Calls
-$471K
Net Calls Change
-$2.45M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$159M
2
RJA
Raymond James & Associates
Florida
+$12.3M
3
CF
Centaurus Financial
California
+$8.78M
4
Ameriprise
Ameriprise
Minnesota
+$8.73M
5
IWM
IHT Wealth Management
Illinois
+$5.41M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$10.2M
2
Bank of America
Bank of America
North Carolina
-$9.01M
3
LPL Financial
LPL Financial
California
-$8.03M
4
CW
Cook Wealth
North Carolina
-$5.34M
5
NA
NewEdge Advisors
Louisiana
-$5.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
76
HF Advisory Group
Maryland
$2.4M -$70.6K -4,143 -3%
MA
77
Mutual Advisors
Nebraska
$2.38M +$383K +22,471 +20%
RFN
78
RDA Financial Network
Iowa
$2.36M +$36.6K +2,149 +2%
JPLA
79
Joseph P. Lucia & Associates
New York
$2.35M -$6.94K -407 -0.3%
WS
80
Wedbush Securities
California
$2.31M -$43.7K -2,566 -2%
CIAS
81
Capital Investment Advisory Services
North Carolina
$2.29M +$51.2K +3,007 +2%
IPAM
82
Investment Partners Asset Management
New Jersey
$2.26M +$2.22M +130,066 New
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$2.2M +$164K +9,620 +8%
NA
84
NewEdge Advisors
Louisiana
$2.15M -$5.02M -294,558 -71%
KAS
85
Kestra Advisory Services
Texas
$2.11M +$39.2K +2,298 +2%
EWA
86
ERTS Wealth Advisors
Michigan
$2.09M +$90.4K +5,305 +5%
TCM
87
Triumph Capital Management
Colorado
$2.04M +$89.6K +5,260 +5%
FTS
88
Fifth Third Securities
Ohio
$2.01M +$1.96M +114,761 New
KWM
89
Kingsview Wealth Management
Oregon
$2M +$38.4K +2,256 +2%
CIA
90
Concurrent Investment Advisors
Florida
$1.99M +$1.96M +115,048 New
Mariner
91
Mariner
Kansas
$1.93M -$709K -41,628 -27%
Corient Private Wealth
92
Corient Private Wealth
Florida
$1.88M +$467K +27,426 +34%
SWP
93
Significant Wealth Partners
Illinois
$1.74M +$1.71M +100,571 New
EDRIA
94
Edmonds Duncan Registered Investment Advisors
Kansas
$1.72M +$60.9K +3,573 +4%
Cerity Partners
95
Cerity Partners
New York
$1.68M +$1.65M +97,050 New
Comerica Bank
96
Comerica Bank
Texas
$1.68M +$111K +6,496 +7%
Wealthfront Advisers
97
Wealthfront Advisers
California
$1.66M -$36.1K -2,121 -2%
TC
98
TownSquare Capital
Utah
$1.62M -$370K -21,721 -19%
HAIM
99
Hunter Associates Investment Management
Pennsylvania
$1.57M +$233K +13,694 +18%
MFIM
100
Mesirow Financial Investment Management
Illinois
$1.57M +$1.54M +90,473 New
2 3
4
5 6

QYLD Hedge Fund Activity: Q4 2023 in Review

372 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ-100 Covered Call ETF (QYLD) for Q4 2023, worth a combined $1.85B — up 18% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new QYLD positions and 22 closed out — a net gain of 36 holders — while 153 added to existing stakes and 112 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $159M. The largest seller was Osaic Holdings, cutting an estimated $10.2M.

  • 372 institutional investors held Global X NASDAQ-100 Covered Call ETF (QYLD) as of Q4 2023, up from 340 in Q3 2023.
  • Funds reported $1.85B of Global X NASDAQ-100 Covered Call ETF stock for Q4 2023, up 18% quarter-over-quarter.
  • 58 funds opened new Global X NASDAQ-100 Covered Call ETF positions in Q4 2023 and 22 closed out, a net change of +36 holders.
  • The largest Global X NASDAQ-100 Covered Call ETF buyer in Q4 2023 was Morgan Stanley, an estimated $159M added.
  • The largest Global X NASDAQ-100 Covered Call ETF seller in Q4 2023 was Osaic Holdings, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2023.