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Global X S&P 500 Covered Call ETF
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Overview Fund Activity

224 hedge funds and large institutions have $1.23B invested in Global X S&P 500 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+23
Holders Change %
+11.44%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
38
Increased
86
Reduced
70
Closed
11
Calls
$809K
Puts
$1.89M
Net Calls
-$1.08M
Net Calls Change
-$311K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$294M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.5M
3
OMC
Old Mission Capital
Illinois
$7.99M
4
IWM
IHT Wealth Management
Illinois
$12.3M
5
CF
Centaurus Financial
California
$28.4M

Top Sellers

1
PPW
Pasadena Private Wealth
California
$1.26M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$39.5M
3
Wells Fargo
Wells Fargo
California
$17.5M
4
CI
Cavalier Investments
Georgia
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
226
ViaWealth
Kansas
– -$592K -15,235 Closed
CGA
227
Crescent Grove Advisors
Illinois
– -$532K -13,678 Closed
WW
228
Westshore Wealth
California
– -$338K -8,704 Closed
AWM
229
Accel Wealth Management
Iowa
– -$312K -8,013 Closed
LFAS
230
Level Four Advisory Services
Texas
– -$216K -5,547 Closed
CPG
231
Cornerstone Planning Group
New Jersey
– -$39.1K -1,006 Closed
SIS
232
Sound Income Strategies
Florida
– -$37.9K -974 Closed
RIA
233
Realta Investment Advisors
Delaware
– -$38.9K -948 Closed
OIA
234
Optimum Investment Advisors
Illinois
– -$3.19K -82 Closed
IPW
235
Impact Partnership Wealth
Georgia
– -$22 -1 Closed
6 7 8 9
10