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Global X Nasdaq 100 Covered Call & Growth ETF

20 hedge funds and large institutions have $9.92M invested in Global X Nasdaq 100 Covered Call & Growth ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

18% more funds holding

Funds holding: 1720 (+3)

2.89% more ownership

Funds ownership: 12.73%15.62% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

97% less capital invested

Capital invested by funds: $318M → $9.92M (-$308M)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
10
Reduced
2
Closed
3
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1
KLK Capital Management
California
$2.79M +$20K +837 +0.5%
LPL Financial
2
LPL Financial
California
$2.12M +$440K +18,420 +28%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.38M +$1.22M +50,901 +1,365%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$863K +$814K +34,060 New
CA
5
Cetera Advisors
Colorado
$449K +$113K +4,727 +36%
EP
6
Eudaimonia Partners
Tennessee
$419K +$2.96K +124 +0.8%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$418K +$5.69K +238 +1%
AWA
8
Arete Wealth Advisors
Illinois
$350K -$7.17K -300 -2%
PAG
9
Private Advisor Group
New Jersey
$308K +$291K +12,159 New
CWM
10
Collaborative Wealth Management
Florida
$286K +$15.2K +634 +6%
DAS
11
Dynamic Advisor Solutions
Arizona
$256K +$16.2K +677 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$95K +$7.91K +331 +10%
IA
13
IFP Advisors
Florida
$89.8K +$81.8K +3,425 New
Morgan Stanley
14
Morgan Stanley
New York
$38K
NFSG
15
Newbridge Financial Services Group
Florida
$22.8K -$1.91K -80 -8%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$16K +$15.1K +630 New
CG
17
Cutler Group
California
$12K +$4.75K +199 +66%
AAS
18
Ameritas Advisory Services
Nebraska
$3.3K +$3.11K +130 New
AWM
19
Accel Wealth Management
Iowa
$898
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$220 +$208K +8,687 New
OMC
21
Old Mission Capital
Illinois
-$422K -19,084 Closed
PFS
22
Prospera Financial Services
Texas
-$310K -14,033 Closed
MCC
23
Money Concepts Capital
Florida
-$25.5K -1,155 Closed

QYLG Hedge Fund Activity: Q1 2023 in Review

20 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) for Q1 2023, worth a combined $9.92M — down 97% from $318M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new QYLG positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.22M. The largest seller was Old Mission Capital, exiting entirely with an estimated $422K sold.

  • 20 institutional investors held Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) as of Q1 2023, up from 17 in Q4 2022.
  • Funds reported $9.92M of Global X Nasdaq 100 Covered Call & Growth ETF stock for Q1 2023, down 97% quarter-over-quarter.
  • 6 funds opened new Global X Nasdaq 100 Covered Call & Growth ETF positions in Q1 2023 and 3 closed out, a net change of +3 holders.
  • The largest Global X Nasdaq 100 Covered Call & Growth ETF buyer in Q1 2023 was Osaic Holdings, an estimated $1.22M added.
  • The largest Global X Nasdaq 100 Covered Call & Growth ETF seller in Q1 2023 was Old Mission Capital, an estimated $422K sold.

Based on aggregated 13F filings for Q1 2023.