XCLR Institutional Ownership
Global X - S&P 500 Collar 95-110 ETF
1W: -0.2%
1M: +0.3%
3M: +1.4%
YTD: +3.9%
1Y: -6.7%
3Y: +34.1%
5Y: +28.7%
$28.01
+0.15 (+0.52%)
Weekly Expected Move ±1.3%
$27
$28
$28
$28
$29
Overview
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Institutional Ownership — XCLR
6
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
4
New Positions
0
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | KINGSWOOD WEALTH ADVISORS, LLC | 29,910 | 838K | -7,316 | -19.7% | 2Q | SEC ↗ |
| 2 | OLD MISSION CAPITAL LLC NEW | 12,313 | 345K | — | +0.0% | 1Q | SEC ↗ |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 11,275 | 316K | — | +0.0% | 1Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 8,919 | 250K | -4,937 | -35.6% | 7Q | SEC ↗ |
| 5 | IFP Advisors, Inc NEW | 20 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 6 | MORGAN STANLEY NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 7 | UBS Group AG | 0 | 0K | -7 | -100.0% | 1Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 0 | 0K | -25 | -100.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 12,313 | 345K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,275 | 316K |
| IFP Advisors, Inc | 20 | 1K |
| MORGAN STANLEY | 1 | 0K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | 25 | 1K |
| UBS Group AG | 7 | 0K |
Biggest Increases (0)
None.
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | -7,316 | -19.7% | 29,910 |
| ENVESTNET ASSET MANAGEMENT INC | -4,937 | -35.6% | 8,919 |