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Global X NASDAQ-100 Covered Call ETF

316 hedge funds and large institutions have $1.18B invested in Global X NASDAQ-100 Covered Call ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 149 increasing their positions, 70 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+4
Holders Change %
+1.28%
% of All Funds
5.06%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.18%
New
51
Increased
149
Reduced
70
Closed
38
Calls
$6.51M
Puts
$1.79M
Net Calls
+$4.72M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$6.78M -$154K -8,959 -2%
NA
27
NewEdge Advisors
Louisiana
$6.77M +$2.33M +136,006 +53%
UW
28
Unique Wealth
Florida
$6.57M +$561K +32,697 +9%
PAG
29
Private Advisor Group
New Jersey
$6.21M +$225K +13,102 +4%
BCI
30
Brinker Capital Investments
Pennsylvania
$6.17M +$1.11M +64,951 +22%
OPS
31
Orion Portfolio Solutions
Nebraska
$6.17M +$5.26M +306,946 +578%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$5.45M +$446K +26,033 +9%
Truist Financial
33
Truist Financial
North Carolina
$5.33M +$386K +22,493 +8%
JFG
34
Jefferies Financial Group
New York
$5.21M -$85.4K -4,978 -2%
RPSA
35
Richard P. Slaughter Associates
Texas
$5.21M +$5.21M +303,924 New
HI
36
Harbour Investments
Wisconsin
$5.2M +$306K +17,859 +6%
AWS
37
Atria Wealth Solutions
New York
$5.08M -$314K -18,287 -6%
AWM
38
AE Wealth Management
Kansas
$4.8M -$2.92M -170,133 -38%
CA
39
Cetera Advisors
Colorado
$4.27M -$11.9K -691 -0.3%
APWA
40
Atlas Private Wealth Advisors
New Jersey
$4.04M +$797K +46,476 +25%
SG Americas Securities
41
SG Americas Securities
New York
$4.03M -$1.04M -60,908 -21%
TCMP
42
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.71M +$310K +18,134 +9%
IAIM
43
International Assets Investment Management
Florida
$3.57M +$3.57M +197,698 New
JWCA
44
J.W. Cole Advisors
Florida
$3.56M +$2.32M +135,318 +187%
IA
45
IFP Advisors
Florida
$3.38M -$397K -19,849 -11%
RFN
46
Redwood Financial Network
Ohio
$3.13M +$36.7K +2,142 +1%
AWA
47
Arete Wealth Advisors
Illinois
$3.13M -$260K -15,169 -8%
BRWA
48
B. Riley Wealth Advisors
Florida
$2.96M +$102K +5,921 +4%
AWM
49
Accel Wealth Management
Iowa
$2.83M -$270K -15,733 -9%
IFWM
50
Institute for Wealth Management
Colorado
$2.76M +$2.76M +160,769 New