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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$159M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$12.3M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$8.78M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.73M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$5.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.01M |
| 3 |
LPL Financial
San Diego,
California
|
-$8.03M |
| 4 |
CW
Cook Wealth
Raleigh,
North Carolina
|
-$5.34M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$5.02M |
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.