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

59 hedge funds and large institutions have $125M invested in Global X S&P 500 Covered Call ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+12
Holders Change %
+25.53%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
31
Reduced
5
Closed
4
Calls
$52K
Puts
$3K
Net Calls
+$49K
Net Calls Change
+$27K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$12.7M
3
BCM
3
Brookstone Capital Management
Illinois
$5.99M
4
CRWM
4
Castle Rock Wealth Management
California
$5.31M
5
IHWM
5
Iron Horse Wealth Management
Iowa
$4.74M

Top Sellers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$353K
2
TC
2
Telemus Capital
Michigan
$0
3
LPL Financial
3
LPL Financial
California
$14.8M
4
AIP
4
Ahrens Investment Partners
Louisiana
$0
5
OMC
5
Old Mission Capital
Illinois
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
26
Capital Asset Advisory Services
Michigan
$907K +$8.29K +169 +0.9%
Mariner
27
Mariner
Kansas
$787K – – –
BRWA
28
B. Riley Wealth Advisors
Florida
$771K +$29.2K +595 +4%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$587K +$17.9K +366 +3%
CAN
30
Cetera Advisor Networks
California
$491K +$491K +10,015 New
GM
31
GeoWealth Management
Illinois
$392K +$143K +2,917 +57%
CCG
32
Capital CS Group
California
$360K +$360K +7,340 New
SWP
33
Stratos Wealth Partners
Ohio
$356K +$2.75K +56 +0.8%
FHA
34
Flagship Harbor Advisors
Massachusetts
$353K -$612K -12,465 -63%
CAG
35
Csenge Advisory Group
Florida
$343K +$343K +7,000 New
AIC
36
Ameritas Investment Company
Nebraska
$298K +$298K +6,074 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$294K +$11.2K +228 +4%
AAP
38
Arax Advisory Partners
Colorado
$263K +$263K +5,368 New
ACM
39
Ashford Capital Management
Delaware
$258K +$258K +5,268 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$245K -$34.2K -700 -12%
CM
41
Columbus Macro
Pennsylvania
$227K +$5.8K +118 +3%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$162K +$162K +3,310 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$129K +$21.9K +450 +21%
SB
44
Strategic Blueprint
Georgia
$116K +$116K +2,357 New
WWM
45
Wagner Wealth Management
South Carolina
$109K +$109K +2,225 New
William Blair & Company
46
William Blair & Company
Illinois
$101K +$101K +2,064 New
FFA
47
Founders Financial Alliance
North Carolina
$69K +$4.94K +101 +8%
CIAS
48
Capital Investment Advisory Services
North Carolina
$68K +$25K +511 +58%
AF
49
Advisornet Financial
Minnesota
$60K +$1.33K +27 +2%
US Bancorp
50
US Bancorp
Minnesota
$43K – – –
1
2
3