Global X NASDAQ-100 Covered Call ETF
QYLD
113 hedge funds and large institutions have $246M invested in Global X NASDAQ-100 Covered Call ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 26 reducing their positions, and 22 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
88% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 26
32% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 22
5% more funds holding
Funds holding: 108 → 113 (+5)
3.27% less ownership
Funds ownership: 31.77% → 28.49% (-3.3%)
14% less capital invested
Capital invested by funds: $284M → $246M (-$38.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
+$5.64M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$5.55M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.8M |
| 4 |
Morgan Stanley
New York
|
+$2.52M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.84M |
| 2 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
-$3.23M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$2.64M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.22M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HA
126
Harborview Advisors
Portland,
Maine
| – | -$215K | -9,105 | Closed |
|
|
OIA
127
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$202K | -8,540 | Closed |
|
128
SG Americas Securities
New York
| – | -$182K | -7,700 | Closed |
|
|
NR
129
Newfound Research
Wellesley Hills,
Massachusetts
| – | -$172K | -7,267 | Closed |
|
|
FWM
130
Focused Wealth Management
Newburgh,
New York
| – | -$104K | -4,391 | Closed |
|
|
TC
131
TownSquare Capital
Provo,
Utah
| – | -$41K | -1,736 | Closed |
|
132
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$9K | -399 | Closed |
|
|
TI
133
tru Independence
Portland,
Oregon
| – | -$2K | -107 | Closed |
|
|
TRCT
134
Tower Research Capital (TRC)
New York
| – | -$2K | -89 | Closed |
|
135
Fidelity Investments
Boston,
Massachusetts
| – | +$178 | +8 | New |
|
QYLD Hedge Fund Activity: Q1 2020 in Review
113 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ-100 Covered Call ETF (QYLD) for Q1 2020, worth a combined $246M — down 14% from $284M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new QYLD positions and 22 closed out — a net gain of 7 holders — while 49 added to existing stakes and 26 trimmed.
The largest buyer was Milestone Advisory Partners, adding an estimated $5.64M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.84M.
- 113 institutional investors held Global X NASDAQ-100 Covered Call ETF (QYLD) as of Q1 2020, up from 108 in Q4 2019.
- Funds reported $246M of Global X NASDAQ-100 Covered Call ETF stock for Q1 2020, down 14% quarter-over-quarter.
- 29 funds opened new Global X NASDAQ-100 Covered Call ETF positions in Q1 2020 and 22 closed out, a net change of +7 holders.
- The largest Global X NASDAQ-100 Covered Call ETF buyer in Q1 2020 was Milestone Advisory Partners, an estimated $5.64M added.
- The largest Global X NASDAQ-100 Covered Call ETF seller in Q1 2020 was Cambridge Investment Research Advisors, an estimated $5.84M sold.
Based on aggregated 13F filings for Q1 2020.