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Global X NASDAQ-100 Covered Call ETF

48 hedge funds and large institutions have $52.5M invested in Global X NASDAQ-100 Covered Call ETF in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

450% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 4

55% more funds holding

Funds holding: 3148 (+17)

30% more capital invested

Capital invested by funds: $40.4M → $52.5M (+$12.1M)

5.97% more ownership

Funds ownership: 27.46%33.43% (+6%)

Holders
48
Holders Change
+17
Holders Change %
+54.84%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
22
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.5M +$1.21M +49,443 +12%
UBS Group
2
UBS Group
Switzerland
$8.39M +$844K +34,604 +11%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.51M +$224K +9,189 +5%
IA
4
IFP Advisors
Florida
$3.27M -$20.1K -823 -0.6%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.15M +$2.51M +103,051 +405%
BRWA
6
B. Riley Wealth Advisors
Florida
$2.43M +$210K +8,601 +10%
NR
7
Newfound Research
Massachusetts
$2.41M +$1.12M +45,742 +87%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.71M +$74.7K +3,064 +5%
LNC
9
Lincoln National Corp
Pennsylvania
$1.52M +$1.51M +62,041 New
AG
10
Advisor Group
Arizona
$1.19M +$139K +5,702 +13%
AIP
11
Ahrens Investment Partners
Louisiana
$979K +$973K +39,900 New
MML Investors Services
12
MML Investors Services
Massachusetts
$903K +$56.3K +2,307 +7%
CCT
13
Country Club Trust
Missouri
$885K +$100K +4,101 +13%
AFNAS
14
American Financial Network Advisory Services
California
$873K +$275K +11,283 +46%
FEG
15
Financial Enhancement Group
Indiana
$846K -$23.6K -968 -3%
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$841K +$228K +9,360 +38%
LFAS
17
Level Four Advisory Services
Texas
$549K +$546K +22,386 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$542K +$539K +22,091 New
FAAS
19
First Allied Advisory Services
California
$541K +$536K +21,971 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$476K +$45.2K +1,854 +11%
CM
21
Columbus Macro
Pennsylvania
$453K +$451K +18,480 New
AP
22
Advisors Preferred
Maryland
$406K +$28.7K +1,178 +8%
Stifel Financial
23
Stifel Financial
Missouri
$383K +$60.1K +2,466 +19%
CA
24
Calton & Associates
Florida
$382K +$371K +15,202 New
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$368K +$22.1K +907 +6%

QYLD Hedge Fund Activity: Q4 2017 in Review

48 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ-100 Covered Call ETF (QYLD) for Q4 2017, worth a combined $52.5M — up 30% from $40.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QYLD positions and 3 closed out — a net gain of 17 holders — while 22 added to existing stakes and 4 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $2.51M. The largest seller was Jane Street, exiting entirely with an estimated $1.98M sold.

  • 48 institutional investors held Global X NASDAQ-100 Covered Call ETF (QYLD) as of Q4 2017, up from 31 in Q3 2017.
  • Funds reported $52.5M of Global X NASDAQ-100 Covered Call ETF stock for Q4 2017, up 30% quarter-over-quarter.
  • 20 funds opened new Global X NASDAQ-100 Covered Call ETF positions in Q4 2017 and 3 closed out, a net change of +17 holders.
  • The largest Global X NASDAQ-100 Covered Call ETF buyer in Q4 2017 was Ladenburg Thalmann Financial Services, an estimated $2.51M added.
  • The largest Global X NASDAQ-100 Covered Call ETF seller in Q4 2017 was Jane Street, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2017.