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Global X Nasdaq 100 Covered Call & Growth ETF

34 hedge funds and large institutions have $20.2M invested in Global X Nasdaq 100 Covered Call & Growth ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

0% more funds holding

Funds holding: 3434 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

5.55% less ownership

Funds ownership: 24.98%19.43% (-5.6%)

26% less capital invested

Capital invested by funds: $27.4M → $20.2M (-$7.19M)

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.96M +$193K +6,151 +5%
Bank of America
2
Bank of America
North Carolina
$2.94M -$86.5K -2,762 -3%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.58M -$2.94M -94,003 -54%
GIA
4
Gladstone Institutional Advisory
Florida
$2.37M -$5.25M -167,684 -69%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.06M +$121K +3,853 +6%
IFG
6
Independent Financial Group
California
$800K +$148K +4,739 +24%
AAS
7
Avantax Advisory Services
Texas
$583K +$51.8K +1,653 +10%
SEP
8
Southland Equity Partners
Missouri
$501K +$147K +4,690 +43%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$449K +$45.8K +1,462 +12%
DAS
10
Dynamic Advisor Solutions
Arizona
$446K +$38.5K +1,230 +10%
Stifel Financial
11
Stifel Financial
Missouri
$429K +$175K +5,573 +72%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$384K +$374K +11,937 New
CWM
13
Collaborative Wealth Management
Florida
$366K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$342K +$116K +3,693 +53%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$332K -$25.6K -818 -7%
LA
16
Lifeworks Advisors
Michigan
$320K -$120K -3,847 -28%
AWS
17
Atria Wealth Solutions
New York
$290K +$689 +22 +0.2%
PAG
18
Private Advisor Group
New Jersey
$286K +$6.2K +198 +2%
PWM
19
Perigon Wealth Management
California
$229K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$223K +$6.73K +215 +3%
UBS Group
21
UBS Group
Switzerland
$126K +$47.3K +1,511 +63%
PS
22
Principal Securities
Iowa
$84.7K +$125 +4 +0.2%
IA
23
IFP Advisors
Florida
$68.4K -$91K -2,906 -58%
AssetMark Inc
24
AssetMark Inc
California
$27.4K +$26.7K +851 New
CIAS
25
Capital Investment Advisory Services
North Carolina
$21.4K

QYLG Hedge Fund Activity: Q3 2024 in Review

34 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) for Q3 2024, worth a combined $20.2M — down 26% from $27.4M a quarter earlier.

Fund positioning in QYLG was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $374K. The largest seller was Gladstone Institutional Advisory, cutting an estimated $5.25M.

  • 34 institutional investors held Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $20.2M of Global X Nasdaq 100 Covered Call & Growth ETF stock for Q3 2024, down 26% quarter-over-quarter.
  • 6 funds opened new Global X Nasdaq 100 Covered Call & Growth ETF positions in Q3 2024 and 6 closed out, a net change of 0 holders.
  • The largest Global X Nasdaq 100 Covered Call & Growth ETF buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $374K added.
  • The largest Global X Nasdaq 100 Covered Call & Growth ETF seller in Q3 2024 was Gladstone Institutional Advisory, an estimated $5.25M sold.

Based on aggregated 13F filings for Q3 2024.