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Global X Nasdaq 100 Covered Call & Growth ETF

35 hedge funds and large institutions have $17.9M invested in Global X Nasdaq 100 Covered Call & Growth ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3% more funds holding

Funds holding: 3435 (+1)

0.23% less ownership

Funds ownership: 19.43%19.2% (-0.23%)

12% less capital invested

Capital invested by funds: $20.2M → $17.9M (-$2.34M)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.71M +$290K +8,875 +7%
Bank of America
2
Bank of America
North Carolina
$2.44M -$143K -4,360 -5%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.34M +$110K +3,354 +4%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.71M -$95.8K -2,929 -5%
GIA
5
Gladstone Institutional Advisory
Florida
$1.4M -$780K -23,826 -32%
IFG
6
Independent Financial Group
California
$586K -$131K -4,016 -16%
CMMS
7
Comprehensive Money Management Services
Florida
$555K +$646K +19,750 New
AAS
8
Avantax Advisory Services
Texas
$537K +$32.3K +987 +5%
SEP
9
Southland Equity Partners
Missouri
$438K
DAS
10
Dynamic Advisor Solutions
Arizona
$404K +$16.3K +499 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$395K +$2.85K +87 +0.6%
OMC
12
Old Mission Capital
Illinois
$389K +$453K +13,859 New
Stifel Financial
13
Stifel Financial
Missouri
$373K -$1.64K -50 -0.4%
UBS Group
14
UBS Group
Switzerland
$345K +$274K +8,365 +214%
CWM
15
Collaborative Wealth Management
Florida
$319K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$297K +$7.33K +224 +2%
Raymond James Financial
17
Raymond James Financial
Florida
$261K +$305K +9,312 New
AWS
18
Atria Wealth Solutions
New York
$253K +$262 +8 +0.1%
PAG
19
Private Advisor Group
New Jersey
$250K +$622 +19 +0.2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$214K +$22K +672 +10%
PWM
21
Perigon Wealth Management
California
$202K -$164 -5 -0.1%
SS
22
SBI Securities
Japan
$202K +$235K +7,176 New
IA
23
IFP Advisors
Florida
$94.7K +$40.8K +1,248 +59%
PS
24
Principal Securities
Iowa
$74.1K +$131 +4 +0.2%
AssetMark Inc
25
AssetMark Inc
California
$23.9K

QYLG Hedge Fund Activity: Q4 2024 in Review

35 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) for Q4 2024, worth a combined $17.9M — down 12% from $20.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new QYLG positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $453K. The largest seller was Gladstone Institutional Advisory, cutting an estimated $780K.

  • 35 institutional investors held Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) as of Q4 2024, up from 34 in Q3 2024.
  • Funds reported $17.9M of Global X Nasdaq 100 Covered Call & Growth ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 6 funds opened new Global X Nasdaq 100 Covered Call & Growth ETF positions in Q4 2024 and 4 closed out, a net change of +2 holders.
  • The largest Global X Nasdaq 100 Covered Call & Growth ETF buyer in Q4 2024 was Old Mission Capital, an estimated $453K added.
  • The largest Global X Nasdaq 100 Covered Call & Growth ETF seller in Q4 2024 was Gladstone Institutional Advisory, an estimated $780K sold.

Based on aggregated 13F filings for Q4 2024.