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

226 hedge funds and large institutions have $1.14B invested in Global X S&P 500 Covered Call ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
3.29%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
37
Increased
87
Reduced
68
Closed
26
Calls
$1.15M
Puts
$623K
Net Calls
+$527K
Net Calls Change
+$388K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$99.2M
2
LPL Financial
2
LPL Financial
California
$125M
3
HW
3
Hamilton Wealth
California
$13.6M
4
OCM
4
One Capital Management
California
$8.97M
5
HIP
5
HUB Investment Partners
Texas
$12.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25.5M
2
CF
2
Centaurus Financial
California
$1.85M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.22M
4
XF
4
XML Financial
Maryland
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Crewe Advisors
Utah
$203 +$203 +5 New
LFG
227
Larson Financial Group
Missouri
$37 – – –
XF
228
XML Financial
Maryland
– -$3.5M -85,821 Closed
ACM
229
Anfield Capital Management
California
– -$1.16M -28,521 Closed
AUB
230
Atlantic Union Bankshares
Virginia
– -$684K -16,770 Closed
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
– -$640K -15,695 Closed
SWP
232
Significant Wealth Partners
Illinois
– -$627K -15,375 Closed
OC
233
Oppenheimer & Co
New York
– -$529K -12,958 Closed
ATFA
234
All Terrain Financial Advisors
Minnesota
– -$506K -12,400 Closed
BPA
235
Beacon Pointe Advisors
California
– -$468K -11,472 Closed
MWM
236
Mattern Wealth Management
Kansas
– -$317K -7,781 Closed
IAA
237
Independent Advisor Alliance
North Carolina
– -$312K -7,657 Closed
RPSA
238
Richard P. Slaughter Associates
Texas
– -$288K -7,059 Closed
AWM
239
AE Wealth Management
Kansas
– -$257K -6,298 Closed
MIM
240
Moseley Investment Management
Florida
– -$228K -5,599 Closed
FAIM
241
Financial Advocates Investment Management
Washington
– -$226K -5,553 Closed
VCWA
242
Vanguard Capital Wealth Advisors
Colorado
– -$204K -4,992 Closed
PFGIA
243
Patriot Financial Group Insurance Agency
Massachusetts
– -$201K -4,917 Closed
FWP
244
FAS Wealth Partners
Kansas
– -$166K -4,061 Closed
CWA
245
Core Wealth Advisors
Florida
– -$129K -3,159 Closed
CWC
246
Carolinas Wealth Consulting
North Carolina
– -$90.7K -2,223 Closed
AWM
247
Avior Wealth Management
Nebraska
– -$5.3K -130 Closed
BNP Paribas Financial Markets
248
BNP Paribas Financial Markets
France
– -$2.61K -64 Closed
TRCT
249
Tower Research Capital (TRC)
New York
– -$1.67K -41 Closed
Citadel Advisors
250
Citadel Advisors
Florida
– -$1.02K -25 Closed
7 8 9
10
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