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Global X NASDAQ-100 Covered Call ETF

370 hedge funds and large institutions have $1.78B invested in Global X NASDAQ-100 Covered Call ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 168 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
Holders Change %
0%
% of All Funds
5.36%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
168
Reduced
106
Closed
35
Calls
$2.73M
Puts
$1.27M
Net Calls
+$1.47M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
76
Significant Wealth Partners
Illinois
$2.78M +$977K +54,564 +54%
FAM
77
Flaharty Asset Management
Florida
$2.75M +$85.7K +4,783 +3%
SPIA
78
Steward Partners Investment Advisory
New York
$2.72M +$1.77M +98,712 +186%
CIA
79
Concurrent Investment Advisors
Florida
$2.72M +$656K +36,648 +32%
BRWA
80
B. Riley Wealth Advisors
Florida
$2.7M -$75.9K -4,525 -3%
NFSG
81
Newbridge Financial Services Group
Florida
$2.55M +$1.36M +75,709 +113%
HAG
82
HF Advisory Group
Maryland
$2.49M +$10.1K +563 +0.4%
KAS
83
Kestra Advisory Services
Texas
$2.48M +$295K +16,473 +14%
RFN
84
RDA Financial Network
Iowa
$2.43M -$6.75K -377 -0.3%
IPAM
85
Investment Partners Asset Management
New Jersey
$2.33M +$949 +53 +0%
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$2.31M +$58K +3,289 +3%
JPLA
87
Joseph P. Lucia & Associates
New York
$2.31M -$120K -6,720 -5%
NA
88
NewEdge Advisors
Louisiana
$2.26M +$75K +4,189 +3%
WS
89
Wedbush Securities
California
$2.23M -$156K -8,700 -7%
BWM
90
BKM Wealth Management
Wisconsin
$2.11M -$1.09M -60,945 -34%
TCM
91
Triumph Capital Management
Colorado
$2.1M +$7.09K +395 +0.3%
Wealthfront Advisers
92
Wealthfront Advisers
California
$2.08M +$363K +20,282 +21%
PIWA
93
Prevail Innovative Wealth Advisors
Kansas
$2.04M +$1.72M +96,231 +550%
KWM
94
Kingsview Wealth Management
Oregon
$1.99M -$79.1K -4,418 -4%
PPWM
95
Perissos Private Wealth Management
Oklahoma
$1.99M +$1.99M +110,948 New
MFIM
96
Mesirow Financial Investment Management
Illinois
$1.96M +$335K +18,718 +21%
HAIM
97
Hunter Associates Investment Management
Pennsylvania
$1.95M +$324K +18,070 +20%
EWA
98
ERTS Wealth Advisors
Michigan
$1.94M -$214K -11,925 -10%
CWM
99
Collaborative Wealth Management
Florida
$1.93M +$326K +18,178 +20%
SAW
100
Signal Advisors Wealth
Michigan
$1.93M +$417K +23,268 +28%