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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 %
SW
151
Simplicity Wealth
New Jersey
$768K +$503K +28,059 +189%
CIC
152
Chase Investment Counsel
Virginia
$761K
BMCM
153
Bryn Mawr Capital Management
Pennsylvania
$759K -$110K -6,141 -13%
BPA
154
Beacon Pointe Advisors
California
$756K +$11.2K +628 +2%
XF
155
XML Financial
Maryland
$738K +$20.7K +1,155 +3%
BAAM
156
Baker Avenue Asset Management
California
$722K +$4.35K +243 +0.6%
IWC
157
Integrated Wealth Concepts
Massachusetts
$715K +$122K +6,832 +21%
SFC
158
Strategic Financial Concepts
Texas
$711K +$524K +29,268 +281%
Wolverine Trading
159
Wolverine Trading
Illinois
$688K +$688K +38,393 New
APW
160
Aurora Private Wealth
New Jersey
$679K +$210K +11,689 +45%
NFG
161
Nations Financial Group
Iowa
$672K +$166K +9,290 +33%
FFA
162
Founders Financial Alliance
North Carolina
$669K -$243K -13,579 -27%
PTC
163
Private Trust Company
Ohio
$650K -$17.4K -971 -3%
CMS
164
Capital Market Strategies
Florida
$639K +$179 +10 +0%
EM
165
ELCO Management
New York
$629K
GSIAS
166
Garden State Investment Advisory Services
New Jersey
$625K +$85.5K +4,770 +16%
Bank of New York Mellon
167
Bank of New York Mellon
New York
$614K +$17.9K +999 +3%
Creative Planning
168
Creative Planning
Kansas
$597K +$158K +8,819 +36%
RFS
169
Retirement Financial Solutions
Tennessee
$596K -$101K -5,655 -15%
SEIA
170
Signature Estate & Investment Advisors
California
$595K +$177K +9,873 +42%
AMG
171
Advisors Management Group
Wisconsin
$595K -$5.48K -306 -0.9%
OWA
172
ORBA Wealth Advisors
Illinois
$592K -$99.5K -5,554 -14%
FIA
173
Foundations Investment Advisors
Arizona
$591K -$349K -19,491 -37%
GFG
174
Goldstone Financial Group
Illinois
$587K -$199K -11,091 -25%
KFGK
175
Keystone Financial Group (Kentucky)
Kentucky
$584K +$47.3K +2,643 +9%