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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
Goldman Sachs
101
Goldman Sachs
New York
$216K
MA
102
Mutual Advisors
Nebraska
$207K -$5.08K -235 -2%
NFG
103
Next Financial Group
Texas
$198K +$198K +9,180 New
CFD
104
Creative Financial Designs
Indiana
$163K -$79.1K -3,661 -33%
JCM
105
Jacobi Capital Management
Pennsylvania
$130K -$13.7K -633 -10%
CFGS
106
Concourse Financial Group Securities
Alabama
$122K -$439K -20,308 -78%
WT
107
Washington Trust
Rhode Island
$121K +$121K +5,580 New
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$119K +$10.8K +500 +10%
GWM
109
Geneos Wealth Management
Colorado
$103K +$410 +19 +0.4%
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$103K +$103K +4,773 New
FFA
111
Founders Financial Alliance
North Carolina
$74K +$74.2K +3,436 New
IRC
112
Investors Research Corp
Georgia
$67K +$5.01K +232 +8%
AWA
113
Arkadios Wealth Advisors
Georgia
$57K -$27K -1,250 -32%
AF
114
Advisornet Financial
Minnesota
$55K +$2.14K +99 +4%
EP
115
Eudaimonia Partners
Tennessee
$48K -$22.8K -1,057 -32%
WEC
116
Winslow Evans & Crocker
Massachusetts
$46K +$2.7K +125 +6%
AA
117
AlphaMark Advisors
Kentucky
$40K +$40K +1,850 New
PFS
118
Prospera Financial Services
Texas
$24K +$23.8K +1,100 New
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$22K
CFA
120
Carroll Financial Associates
North Carolina
$22K
JP Morgan Chase
121
JP Morgan Chase
New York
$22K +$21.6K +1,000 New
NFSG
122
Newbridge Financial Services Group
Florida
$18K +$17.8K +822 New
AWM
123
Avior Wealth Management
Nebraska
$16K
GAM
124
Gemmer Asset Management
California
$11K +$10.8K +500 New
Citigroup
125
Citigroup
New York
$10K +$302 +14 +3%

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.