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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 %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$1.04M +$198K +11,548 +24%
RIA
102
Realta Investment Advisors
Delaware
$1.02M +$37.6K +2,192 +4%
BWA
103
Beam Wealth Advisors
Louisiana
$1.02M +$36K +2,101 +4%
MWM
104
Meridian Wealth Management
Kentucky
$997K -$187K -10,910 -16%
ASN
105
Advisory Services Network
Georgia
$984K +$126K +7,354 +15%
VC
106
Vicus Capital
Pennsylvania
$978K -$103K -6,016 -10%
Wealthfront Advisers
107
Wealthfront Advisers
California
$963K +$100K +5,859 +12%
VCP
108
Verus Capital Partners
Arizona
$958K +$61.1K +3,562 +7%
LFAS
109
Level Four Advisory Services
Texas
$947K +$224K +13,065 +31%
WWA
110
WCG Wealth Advisors
Nevada
$931K +$156K +9,072 +20%
Creative Planning
111
Creative Planning
Kansas
$914K -$107K -6,251 -10%
MAP
112
Milestone Advisory Partners
North Carolina
$890K +$36.7K +2,141 +4%
KA
113
Kovack Advisors
Florida
$889K -$50.4K -2,941 -5%
AFG
114
Atomi Financial Group
New York
$885K +$885K +51,611 New
HighTower Advisors
115
HighTower Advisors
Illinois
$859K +$174K +10,126 +25%
TC
116
TownSquare Capital
Utah
$848K +$576K +33,583 +212%
SPIA
117
Steward Partners Investment Advisory
New York
$845K +$24.3K +1,416 +3%
CW
118
CreativeOne Wealth
Kansas
$814K +$231K +13,477 +40%
CWM
119
Collaborative Wealth Management
Florida
$795K +$60.2K +3,509 +8%
IWM
120
IHT Wealth Management
Illinois
$790K +$306K +17,857 +63%
FFA
121
Founders Financial Alliance
North Carolina
$788K +$19.2K +1,116 +2%
XWM
122
Xcel Wealth Management
Florida
$777K +$1.03K +60 +0.1%
PA
123
PSI Advisors
Florida
$775K -$3.06M -178,314 -80%
CCB
124
Country Club Bank
Missouri
$762K -$50.8K -2,972 -6%
HAIM
125
Hunter Associates Investment Management
Pennsylvania
$762K +$453K +26,410 +146%