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Global X Nasdaq 100 Covered Call & Growth ETF

33 hedge funds and large institutions have $37M invested in Global X Nasdaq 100 Covered Call & Growth ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

14% more funds holding

Funds holding: 2933 (+4)

11% more capital invested

Capital invested by funds: $33.2M → $37M (+$3.75M)

0.95% more ownership

Funds ownership: 31.13%32.08% (+0.95%)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$12.2M +$293K +9,815 +3%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.43M -$37.1K -1,243 -0.7%
GIA
3
Gladstone Institutional Advisory
Florida
$4.85M +$236K +7,916 +5%
LPL Financial
4
LPL Financial
California
$2.34M -$1.26M -42,290 -36%
Bank of America
5
Bank of America
North Carolina
$2.24M +$364K +12,203 +20%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.04M +$1.99M +66,634 New
CA
7
Cetera Advisors
Colorado
$1.94M +$225K +7,543 +14%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$968K -$738K -24,719 -44%
OMC
9
Old Mission Capital
Illinois
$628K -$293K -9,822 -32%
IFG
10
Independent Financial Group
California
$474K +$57.9K +1,938 +14%
AAS
11
Avantax Advisory Services
Texas
$459K -$12.4K -415 -3%
LA
12
Lifeworks Advisors
Michigan
$423K
DAS
13
Dynamic Advisor Solutions
Arizona
$372K +$54.1K +1,812 +18%
CWM
14
Collaborative Wealth Management
Florida
$348K
SEP
15
Southland Equity Partners
Missouri
$305K +$20.6K +691 +7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$301K +$66.9K +2,240 +30%
IA
17
IFP Advisors
Florida
$291K -$11.9K -399 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$257K +$53.9K +1,806 +27%
AWS
19
Atria Wealth Solutions
New York
$255K +$249K +8,334 New
Citadel Advisors
20
Citadel Advisors
Florida
$241K +$235K +7,881 New
PWM
21
Perigon Wealth Management
California
$213K +$207K +6,936 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$210K +$204K +6,846 New
PS
23
Principal Securities
Iowa
$69.8K +$60 +2 +0.1%
WIA
24
Wetzel Investment Advisors
Indiana
$38.5K +$38.8K +1,300 New
CIAS
25
Capital Investment Advisory Services
North Carolina
$20.4K +$19.9K +667 New

QYLG Hedge Fund Activity: Q1 2024 in Review

33 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) for Q1 2024, worth a combined $37M — up 11% from $33.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QYLG positions and 5 closed out — a net gain of 4 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.99M. The largest seller was LPL Financial, cutting an estimated $1.26M.

  • 33 institutional investors held Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) as of Q1 2024, up from 29 in Q4 2023.
  • Funds reported $37M of Global X Nasdaq 100 Covered Call & Growth ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 9 funds opened new Global X Nasdaq 100 Covered Call & Growth ETF positions in Q1 2024 and 5 closed out, a net change of +4 holders.
  • The largest Global X Nasdaq 100 Covered Call & Growth ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.99M added.
  • The largest Global X Nasdaq 100 Covered Call & Growth ETF seller in Q1 2024 was LPL Financial, an estimated $1.26M sold.

Based on aggregated 13F filings for Q1 2024.