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Global X NASDAQ-100 Covered Call ETF
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Overview Fund Activity

108 hedge funds and large institutions have $284M invested in Global X NASDAQ-100 Covered Call ETF in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+17
Holders Change %
+18.68%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
57
Reduced
16
Closed
7
Calls
$65K
Puts
–
Net Calls
+$65K
Net Calls Change
+$25K

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$9.17M
2
Morgan Stanley
Morgan Stanley
New York
+$5.76M
3
Bank of America
Bank of America
North Carolina
+$5.72M
4
LPL Financial
LPL Financial
California
+$5.09M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.6M

Top Sellers

1
RWA
Redhawk Wealth Advisors
Minnesota
-$2.01M
2
AG
Advisor Group
Arizona
-$1.35M
3
WP
WealthSource Partners
California
-$1.35M
4
TC
TownSquare Capital
Utah
-$985K
5
LNC
Lincoln National Corp
Pennsylvania
-$515K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
76
SYM Financial Corp
Indiana
$302K – – –
GWM
77
Geneos Wealth Management
Colorado
$273K +$41.2K +1,739 +18%
RIA
78
RPG Investment Advisory
California
$258K +$14.8K +630 +6%
MSAM
79
Moloney Securities Asset Management
Missouri
$248K +$248K +10,490 New
GM
80
GeoWealth Management
Illinois
$237K +$237K +10,069 New
CBFP
81
Cedar Brook Financial Partners
Ohio
$226K +$226K +9,564 New
CFD
82
Creative Financial Designs
Indiana
$218K +$2.38K +100 +1%
HA
83
Harborview Advisors
Maine
$215K +$215K +9,105 New
OIA
84
OneDigital Investment Advisors
Kansas
$202K +$202K +8,540 New
NFG
85
Next Financial Group
Texas
$200K -$89.6K -3,804 -31%
AIC
86
Ameritas Investment Company
Nebraska
$193K – – –
SG Americas Securities
87
SG Americas Securities
New York
$182K – – –
JPLA
88
Joseph P. Lucia & Associates
New York
$174K +$50.8K +2,150 +41%
NR
89
Newfound Research
Massachusetts
$172K -$42.7K -1,804 -20%
JCM
90
Jacobi Capital Management
Pennsylvania
$151K +$2.64K +112 +2%
FWM
91
Focused Wealth Management
New York
$104K +$104K +4,391 New
BFEC
92
Benjamin F. Edwards & Company
Missouri
$94K +$94K +4,000 New
AF
93
Advisornet Financial
Minnesota
$77K +$1.8K +76 +2%
Wells Fargo
94
Wells Fargo
California
$69K +$14.2K +601 +26%
WEC
95
Winslow Evans & Crocker
Massachusetts
$44K – – –
AWA
96
Arkadios Wealth Advisors
Georgia
$43.2K +$43.2K +1,790 New
TC
97
TownSquare Capital
Utah
$41K -$985K -41,720 -96%
SPIA
98
Steward Partners Investment Advisory
New York
$28K – – –
CFA
99
Carroll Financial Associates
North Carolina
$24K -$40.6K -1,736 -63%
HI
100
Hoey Investments
Pennsylvania
$23K +$23K +983 New
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