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Global X NASDAQ-100 Covered Call ETF

331 hedge funds and large institutions have $1.58B invested in Global X NASDAQ-100 Covered Call ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 160 increasing their positions, 78 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+15
Holders Change %
+4.75%
% of All Funds
5.22%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
44
Increased
160
Reduced
78
Closed
26
Calls
$4.41M
Puts
$1.24M
Net Calls
+$3.17M
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Shares
Change %
HAIM
101
Hunter Associates Investment Management
Pennsylvania
$1.19M +$400K +22,469 +51%
PI
102
PFG Investments
New York
$1.18M +$9.21K +519 +0.8%
FAIM
103
Financial Advocates Investment Management
Washington
$1.18M +$554K +31,207 +89%
William Blair & Company
104
William Blair & Company
Illinois
$1.17M +$77.1K +4,341 +7%
CW
105
Channel Wealth
California
$1.15M -$158K -8,902 -12%
Creative Planning
106
Creative Planning
Kansas
$1.13M +$180K +10,130 +19%
CAM
107
Cresset Asset Management
Illinois
$1.12M -$166K -9,362 -13%
MA
108
MAS Advisors
Florida
$1.12M -$1.45M -81,931 -56%
RIA
109
Realta Investment Advisors
Delaware
$1.12M +$62K +3,491 +6%
WCG
110
Weaver Consulting Group
California
$1.11M -$352K -19,808 -24%
VCP
111
Verus Capital Partners
Arizona
$1.09M +$101K +5,669 +10%
BWA
112
Beam Wealth Advisors
Louisiana
$1.09M +$27.4K +1,543 +3%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$1.07M -$11.3K -635 -1%
PIA
114
Perennial Investment Advisors
California
$1.06M -$52.3K -2,947 -5%
CWM
115
Collaborative Wealth Management
Florida
$1.04M +$219K +12,324 +27%
ASN
116
Advisory Services Network
Georgia
$1.03M +$12.9K +725 +1%
CW
117
CreativeOne Wealth
Kansas
$1.01M +$167K +9,391 +20%
CIC
118
Chase Investment Counsel
Virginia
$1.01M +$1.01M +56,735 New
VC
119
Vicus Capital
Pennsylvania
$996K -$15.6K -879 -2%
Renaissance Technologies
120
Renaissance Technologies
New York
$992K +$992K +55,864 New
LFAS
121
Level Four Advisory Services
Texas
$992K +$11.8K +666 +1%
IWM
122
IHT Wealth Management
Illinois
$986K +$168K +9,487 +21%
TI
123
Trexquant Investment
Connecticut
$985K +$805K +45,353 +448%
AFG
124
Atomi Financial Group
New York
$966K +$49.7K +2,799 +5%
MWM
125
Meridian Wealth Management
Kentucky
$963K -$68.7K -3,872 -7%