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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 %
TVAMP
176
Tennessee Valley Asset Management Partners
Tennessee
$450K +$8.04K +453 +2%
MAM
177
Milestone Asset Management
Pennsylvania
$448K +$1.1K +62 +0.2%
QWM
178
QP Wealth Management
New Jersey
$445K +$88.8K +5,005 +25%
NAG
179
Northstar Advisory Group
New Jersey
$429K +$36.3K +2,045 +9%
WWM
180
Western Wealth Management
Colorado
$425K +$425K +23,950 New
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$423K +$166K +9,339 +64%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$423K +$28.9K +1,630 +7%
NFG
183
Nations Financial Group
Iowa
$399K +$136K +7,690 +52%
IAS
184
Insigneo Advisory Services
Florida
$396K +$396K +22,335 New
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$395K -$22.3K -1,254 -5%
ML
186
McAdam LLC
Pennsylvania
$381K +$44.1K +2,487 +13%
KIA
187
KCM Investment Advisors
California
$372K +$176K +9,939 +90%
VWA
188
Visionary Wealth Advisors
Illinois
$368K -$10.9K -616 -3%
PAG
189
Private Advisory Group
Washington
$361K +$36.1K +2,036 +11%
Lido Advisors
190
Lido Advisors
California
$361K +$361K +20,340 New
SPL
191
Smart Portfolios LLC
Washington
$358K +$358K +20,174 New
MP
192
McDonald Partners
Ohio
$355K
MSL
193
Mackay Shields LLC
New York
$338K
SWA
194
Stratos Wealth Advisors
Ohio
$336K +$23.1K +1,299 +7%
MMA
195
Miracle Mile Advisors
California
$330K
B
196
Bensler
Washington
$329K +$138K +7,787 +72%
HWAM
197
Hennion & Walsh Asset Management
New Jersey
$327K +$123K +6,941 +60%
SBIA
198
Sheaff Brock Investment Advisors
Indiana
$326K
PG
199
Patten Group
Tennessee
$323K +$96K +5,406 +42%
CGA
200
Crescent Grove Advisors
Illinois
$322K +$101K +5,682 +46%