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

130 hedge funds and large institutions have $490M invested in Global X S&P 500 Covered Call ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 57 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+34
Holders Change %
+35.42%
% of All Funds
2.06%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
46
Increased
57
Reduced
17
Closed
12
Calls
$685K
Puts
$1.21M
Net Calls
-$520K
Net Calls Change
-$536K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
Bank of America
2
Bank of America
North Carolina
$43.8M
3
UBS Group
3
UBS Group
Switzerland
$40.7M
4
LPL Financial
4
LPL Financial
California
$37.8M
5
Ameriprise
5
Ameriprise
Minnesota
$15.5M

Top Sellers

1
AWS
1
AJ Wealth Strategies
New York
$494K
2
XF
2
XML Financial
Maryland
$2.32M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$670K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$911K
5
CRWM
5
Castle Rock Wealth Management
California
$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$3.37M -$1.14M -26,615 -25%
MML Investors Services
27
MML Investors Services
Massachusetts
$3.08M +$522K +10,539 +20%
AAS
28
Ameritas Advisory Services
Nebraska
$2.98M +$1.05M +21,143 +54%
GG
29
Gofen & Glossberg
Illinois
$2.94M +$39.6K +800 +1%
ML
30
McAdam LLC
Pennsylvania
$2.74M -$72.7K -1,468 -3%
FHA
31
Flagship Harbor Advisors
Massachusetts
$2.72M +$223K +4,512 +9%
APA
32
American Portfolios Advisors
New York
$2.62M +$2.52M +50,848 +2,404%
XF
33
XML Financial
Maryland
$2.32M -$2.46M -49,723 -51%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.3M +$179K +3,619 +8%
ACM
35
Anfield Capital Management
California
$2.11M +$2.11M +42,529 New
RA
36
RFG Advisory
Alabama
$2.07M +$2.07M +41,740 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$2.06M +$448K +9,043 +28%
BRWA
38
B. Riley Wealth Advisors
Florida
$2.02M +$545K +11,007 +37%
BWA
39
Beam Wealth Advisors
Louisiana
$1.93M +$297K +5,992 +18%
CAN
40
Cetera Advisor Networks
California
$1.82M +$376K +7,601 +26%
TLP
41
Trinity Legacy Partners
Texas
$1.8M +$214K +4,330 +14%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.69M +$1.69M +34,123 New
BAM
43
Belpointe Asset Management
Nevada
$1.6M +$1.6M +32,270 New
AWM
44
AE Wealth Management
Kansas
$1.39M +$932K +18,823 +204%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$1.29M +$1.29M +25,957 New
BAAM
46
Baker Avenue Asset Management
California
$1.27M +$1.27M +25,575 New
PFS
47
Prospera Financial Services
Texas
$1.25M +$164K +3,305 +15%
RIA
48
Regal Investment Advisors
Michigan
$1.17M +$1.17M +23,709 New
CW
49
CreativeOne Wealth
Kansas
$1.13M -$307K -6,212 -21%
NRI
50
NFP Retirement Inc
California
$1.08M +$1.08M +21,760 New
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