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Global X NASDAQ-100 Covered Call ETF

431 hedge funds and large institutions have $2B invested in Global X NASDAQ-100 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 173 increasing their positions, 118 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 28

47% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 118

26% more capital invested

Capital invested by funds: $1.59B → $2B (+$416M)

12% more funds holding

Funds holding: 384431 (+47)

1.49% more ownership

Funds ownership: 19.53%21.02% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

58% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $6.04M

Holders
431
Holders Change
+47
Holders Change %
+12.24%
% of All Funds
5.68%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
81
Increased
173
Reduced
118
Closed
28
Calls
$2.55M
Puts
$6.04M
Net Calls
-$3.49M
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$237M +$238K +13,025 New
LPL Financial
2
LPL Financial
California
$223M +$26.9M +1,474,869 +14%
Morgan Stanley
3
Morgan Stanley
New York
$206M +$36.8M +2,014,780 +22%
Bank of America
4
Bank of America
North Carolina
$99.3M +$6.28M +344,125 +7%
GXJ
5
Global X Japan
Japan
$98.6M +$18.4M +1,005,072 +23%
Wells Fargo
6
Wells Fargo
California
$75M -$6.01M -329,159 -7%
Raymond James Financial
7
Raymond James Financial
Florida
$72.5M +$72.7M +3,981,869 New
NAM
8
Nissay Asset Management
Japan
$72.1M
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$44M -$824K -45,142 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$43.2M +$8.11M +444,064 +23%
UBS Group
11
UBS Group
Switzerland
$41.8M +$9.84M +538,682 +31%
Ameriprise
12
Ameriprise
Minnesota
$39.5M +$2.16M +118,309 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$38.8M +$4.17M +228,202 +12%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$23.5M +$1.79M +97,947 +8%
BCM
15
Brookstone Capital Management
Illinois
$21.8M -$470K -25,728 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$21.8M +$1.08M +59,160 +5%
PS
17
Principal Securities
Iowa
$20.1M +$966K +52,888 +5%
HIP
18
HUB Investment Partners
Texas
$20.1M +$4.18M +229,094 +26%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$18.8M +$1.66M +90,758 +10%
SIS
20
Sound Income Strategies
Florida
$18.7M +$3.13M +171,177 +20%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$15M +$1.31M +72,000 +10%
Mirae Asset Global ETFs Holdings
22
Mirae Asset Global ETFs Holdings
Hong Kong
$13.8M +$1.52M +83,145 +12%
SIM
23
Sims Investment Management
Ohio
$13.8M +$13.8M +755,446 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$13.1M +$714K +39,108 +6%
CIA
25
Caerus Investment Advisors
Texas
$12.5M -$2.34M -128,309 -16%

QYLD Hedge Fund Activity: Q4 2024 in Review

431 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ-100 Covered Call ETF (QYLD) for Q4 2024, worth a combined $2B — up 26% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new QYLD positions and 28 closed out — a net gain of 53 holders — while 173 added to existing stakes and 118 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $36.8M. The largest seller was Wells Fargo, cutting an estimated $6.01M.

  • 431 institutional investors held Global X NASDAQ-100 Covered Call ETF (QYLD) as of Q4 2024, up from 384 in Q3 2024.
  • Funds reported $2B of Global X NASDAQ-100 Covered Call ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 81 funds opened new Global X NASDAQ-100 Covered Call ETF positions in Q4 2024 and 28 closed out, a net change of +53 holders.
  • The largest Global X NASDAQ-100 Covered Call ETF buyer in Q4 2024 was Morgan Stanley, an estimated $36.8M added.
  • The largest Global X NASDAQ-100 Covered Call ETF seller in Q4 2024 was Wells Fargo, an estimated $6.01M sold.

Based on aggregated 13F filings for Q4 2024.