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

173 hedge funds and large institutions have $1.39B invested in Global X S&P 500 Covered Call ETF in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+21
Holders Change %
+13.82%
% of All Funds
2.79%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
43
Increased
70
Reduced
44
Closed
21
Calls
$4.05M
Puts
$2.79M
Net Calls
+$1.26M
Net Calls Change
+$2.12M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$678M
2
NAM
2
Nissay Asset Management
Japan
$36.8M
3
HW
3
Hamilton Wealth
California
$17.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$153M
5
LPL Financial
5
LPL Financial
California
$55.4M

Top Sellers

1
BCP
1
Blue Chip Partners
Michigan
$11M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$41.1M
3
GG
3
Gofen & Glossberg
Illinois
$775K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.18M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.02M -$1.8M -45,835 -31%
MML Investors Services
27
MML Investors Services
Massachusetts
$3.57M +$65.1K +1,653 +2%
AWM
28
AE Wealth Management
Kansas
$3.56M +$333K +8,467 +10%
UIC
29
Uniplan Investment Counsel
Wisconsin
$3.49M +$3.49M +88,748 New
CRWM
30
Castle Rock Wealth Management
California
$3.25M +$48.6K +1,196 +2%
TCMP
31
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.22M +$603K +15,305 +23%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.17M -$41K -1,041 -1%
MA
33
MYDA Advisors
New York
$3.15M +$3.15M +80,000 New
RSA
34
River Street Advisors
Illinois
$3.1M +$3.1M +78,673 New
AAS
35
Ameritas Advisory Services
Nebraska
$3.09M -$927K -23,550 -23%
MA
36
MAS Advisors
Florida
$2.99M -$191K -4,853 -6%
ML
37
McAdam LLC
Pennsylvania
$2.87M +$498K +9,860 +21%
FAM
38
Flaharty Asset Management
Florida
$2.8M +$1.63M +41,528 +141%
AWS
39
Atria Wealth Solutions
New York
$2.52M +$1.19M +30,018 +90%
XF
40
XML Financial
Maryland
$2.38M +$634K +16,114 +36%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$2.36M +$2.36M +59,999 New
ASN
42
Advisory Services Network
Georgia
$2.34M +$1.94M +49,208 +481%
EM
43
ELCO Management
New York
$2.29M +$394K +10,000 +21%
RIG
44
RiverFront Investment Group
Virginia
$2.27M +$2.27M +57,598 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$2.18M -$2M -50,679 -48%
Citadel Advisors
46
Citadel Advisors
Florida
$2.05M +$775K +19,697 +61%
BWA
47
Beam Wealth Advisors
Louisiana
$1.9M +$33.5K +852 +2%
IA
48
IFP Advisors
Florida
$1.85M -$1.64M -38,242 -47%
OL
49
Owen LaRue
Kentucky
$1.7M +$1.7M +43,057 New
ACM
50
Anfield Capital Management
California
$1.59M -$180K -4,564 -10%
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