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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 %
FIA
126
Foundations Investment Advisors
Arizona
$950K -$222K -12,506 -19%
WWA
127
WCG Wealth Advisors
Nevada
$935K -$27.8K -1,567 -3%
MAP
128
Milestone Advisory Partners
North Carolina
$921K +$124 +7 +0%
GRP
129
Global Retirement Partners
California
$895K +$204K +11,492 +29%
IWC
130
Integrated Wealth Concepts
Massachusetts
$893K +$488K +27,473 +120%
FFA
131
Founders Financial Alliance
North Carolina
$887K +$72.8K +4,101 +9%
SPIA
132
Steward Partners Investment Advisory
New York
$878K +$3.37K +190 +0.4%
AAS
133
Avantax Advisory Services
Texas
$787K +$64.8K +3,648 +9%
OC
134
Oppenheimer & Co
New York
$770K -$858K -48,334 -53%
T
135
TRUADVICE
Florida
$739K +$739K +41,576 New
AFG
136
Alterity Financial Group
Maine
$727K -$39.5K -2,228 -5%
BPA
137
Beacon Pointe Advisors
California
$724K +$501K +28,250 +226%
XWM
138
Xcel Wealth Management
Florida
$718K -$86.2K -4,855 -11%
CCB
139
Country Club Bank
Missouri
$702K -$81.8K -4,655 -10%
BAAM
140
Baker Avenue Asset Management
California
$681K +$32.1K +1,809 +5%
CMS
141
Capital Market Strategies
Florida
$672K +$9K +507 +1%
SFC
142
Strategic Financial Concepts
Texas
$671K -$27.2K -1,535 -4%
XF
143
XML Financial
Maryland
$669K +$9.21K +519 +1%
GFG
144
Goldstone Financial Group
Illinois
$664K +$188K +10,619 +40%
KA
145
Kovack Advisors
Florida
$663K -$258K -14,508 -28%
GM
146
GeoWealth Management
Illinois
$659K +$98.5K +5,552 +18%
BMCM
147
Bryn Mawr Capital Management
Pennsylvania
$648K +$15.1K +850 +2%
PTC
148
Private Trust Company
Ohio
$648K -$7.81K -440 -1%
CRWM
149
Castle Rock Wealth Management
California
$617K +$7.22K +406 +1%
KFGK
150
Keystone Financial Group (Kentucky)
Kentucky
$609K +$609K +34,302 New