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Global X Nasdaq 100 Covered Call & Growth ETF

29 hedge funds and large institutions have $33.2M invested in Global X Nasdaq 100 Covered Call & Growth ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

21% more funds holding

Funds holding: 2429 (+5)

8.69% less ownership

Funds ownership: 39.82%31.13% (-8.7%)

17% less capital invested

Capital invested by funds: $40.1M → $33.2M (-$6.92M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
10
Reduced
5
Closed
4
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$11.2M -$5.57M -202,707 -34%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.16M +$836K +30,397 +21%
GIA
3
Gladstone Institutional Advisory
Florida
$4.35M +$192K +6,976 +5%
LPL Financial
4
LPL Financial
California
$3.43M +$256K +9,305 +9%
Bank of America
5
Bank of America
North Carolina
$1.76M -$2.93M -106,602 -64%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.63M +$370K +13,459 +31%
CA
7
Cetera Advisors
Colorado
$1.61M +$148K +5,377 +11%
OMC
8
Old Mission Capital
Illinois
$876K -$309K -11,241 -27%
AAS
9
Avantax Advisory Services
Texas
$445K +$103K +3,732 +32%
LA
10
Lifeworks Advisors
Michigan
$399K
IFG
11
Independent Financial Group
California
$391K +$372K +13,535 New
CWM
12
Collaborative Wealth Management
Florida
$329K
DAS
13
Dynamic Advisor Solutions
Arizona
$292K +$2.39K +87 +0.8%
IA
14
IFP Advisors
Florida
$286K +$19K +690 +7%
SEP
15
Southland Equity Partners
Missouri
$268K +$12K +436 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$220K -$67K -2,437 -24%
BRWA
17
B. Riley Wealth Advisors
Florida
$207K +$195K +7,110 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$191K +$5.94K +216 +3%
PS
19
Principal Securities
Iowa
$65.8K +$62.6K +2,278 New
UBS Group
20
UBS Group
Switzerland
$24.1K +$22.9K +833 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$18.3K
Fidelity Investments
22
Fidelity Investments
Massachusetts
$14.5K +$13.7K +500 New
TRCT
23
Tower Research Capital (TRC)
New York
$1.47K +$1.4K +51 New
GWM
24
Geneos Wealth Management
Colorado
$1.42K +$1.35K +49 New
Simplex Trading
25
Simplex Trading
Illinois
$1K -$660 -24 -32%

QYLG Hedge Fund Activity: Q4 2023 in Review

29 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) for Q4 2023, worth a combined $33.2M — down 17% from $40.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new QYLG positions and 4 closed out — a net gain of 6 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $836K. The largest seller was Private Advisor Group, cutting an estimated $5.57M.

  • 29 institutional investors held Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) as of Q4 2023, up from 24 in Q3 2023.
  • Funds reported $33.2M of Global X Nasdaq 100 Covered Call & Growth ETF stock for Q4 2023, down 17% quarter-over-quarter.
  • 10 funds opened new Global X Nasdaq 100 Covered Call & Growth ETF positions in Q4 2023 and 4 closed out, a net change of +6 holders.
  • The largest Global X Nasdaq 100 Covered Call & Growth ETF buyer in Q4 2023 was Osaic Holdings, an estimated $836K added.
  • The largest Global X Nasdaq 100 Covered Call & Growth ETF seller in Q4 2023 was Private Advisor Group, an estimated $5.57M sold.

Based on aggregated 13F filings for Q4 2023.