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Global X S&P 500 Covered Call ETF

251 hedge funds and large institutions have $1.19B invested in Global X S&P 500 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 105 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+28
Holders Change %
+12.56%
% of All Funds
3.34%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
49
Increased
105
Reduced
67
Closed
17
Calls
$1.92M
Puts
$813K
Net Calls
+$1.11M
Net Calls Change
+$499K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
226
Angeles Wealth Management
California
$21K +$21K +500 New
WB
227
Webster Bank
Connecticut
$20.4K
IWM
228
IMG Wealth Management
Florida
$19.4K +$19.4K +463 New
EWM
229
EPG Wealth Management
Georgia
$19.3K
RCM
230
Raleigh Capital Management
North Carolina
$18.9K +$1.68K +40 +10%
CP
231
Castleview Partners
Texas
$17.2K
BCWM
232
Bartlett & Co Wealth Management
Ohio
$13.5K
CA
233
CoreCap Advisors
Michigan
$12.6K -$168 -4 -1%
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6K
MAS
235
MPWM Advisory Solutions
Georgia
$10.5K +$10.5K +250 New
SC
236
Stephens Consulting
Michigan
$9.6K +$9.6K +229 New
NC
237
NewSquare Capital
Pennsylvania
$8.4K
BCMLT
238
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.38K
SAM
239
Synergy Asset Management
Washington
$7.06K +$7.06K +170 New
MCM
240
Manchester Capital Management
Vermont
$6K -$1.09K -26 -15%
BFO
241
Biltmore Family Office
North Carolina
$5.39K +$5.39K +125 New
AF
242
Advisornet Financial
Minnesota
$5.37K +$335 +8 +7%
PWM
243
Parkworth Wealth Management
California
$4.26K +$4.26K +102 New
PA
244
Parallel Advisors
California
$2.81K +$2.81K +67 New
AssetMark Inc
245
AssetMark Inc
California
$1.89K +$1.89K +45 New
TPCW
246
TD Private Client Wealth
New York
$1.76K
AFG
247
Albion Financial Group
Utah
$1.02K
DFA
248
DHJJ Financial Advisors
Illinois
$797
CIAS
249
Capital Investment Advisory Services
North Carolina
$293 -$268K -6,391 -100%
CA
250
Crewe Advisors
Utah
$219