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

195 hedge funds and large institutions have $1.04B invested in Global X S&P 500 Covered Call ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+15
Holders Change %
+8.33%
% of All Funds
3.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
88
Reduced
55
Closed
18
Calls
$1.28M
Puts
$590K
Net Calls
+$687K
Net Calls Change
-$281K

Top Buyers

1
NAM
1
Nissay Asset Management
Japan
$185M
2
LPL Financial
2
LPL Financial
California
$87.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$13.5M
4
CIA
4
Caerus Investment Advisors
Texas
$11.5M
5
Wells Fargo
5
Wells Fargo
California
$23.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$61M
2
Morgan Stanley
2
Morgan Stanley
New York
$154M
3
IHWM
3
Iron Horse Wealth Management
Iowa
$1.06M
4
T
4
TRUADVICE
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
26
J.W. Cole Advisors
Florida
$5.01M +$3.37M +82,187 +206%
PIWA
27
Prevail Innovative Wealth Advisors
Kansas
$4.95M +$4.95M +120,668 New
TCMP
28
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.87M +$1.13M +27,570 +30%
RSA
29
River Street Advisors
Illinois
$4.53M +$1.11M +27,094 +33%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.52M +$1.15M +28,001 +34%
BAM
31
Belpointe Asset Management
Nevada
$4.2M +$3.94M +95,985 +1,503%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.9M +$321K +7,819 +9%
JWS
33
Juncture Wealth Strategies
Arizona
$3.85M +$3.85M +93,832 New
CW
34
CreativeOne Wealth
Kansas
$3.7M +$2.35M +57,371 +175%
UIC
35
Uniplan Investment Counsel
Wisconsin
$3.56M -$60.6K -1,476 -2%
PAG
36
Private Advisor Group
New Jersey
$3.53M +$2.6M +63,236 +278%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.27M +$654K +15,920 +25%
AWS
38
Atria Wealth Solutions
New York
$3.22M +$511K +12,442 +19%
IFWM
39
Institute for Wealth Management
Colorado
$2.83M +$334K +8,147 +13%
1WM
40
1900 Wealth Management
Texas
$2.79M +$1.21M +29,551 +77%
Renaissance Technologies
41
Renaissance Technologies
New York
$2.69M +$574K +13,991 +27%
FAM
42
Flaharty Asset Management
Florida
$2.66M -$387K -9,422 -13%
EM
43
ELCO Management
New York
$2.64M +$12.3K +300 +0.5%
CAN
44
Cetera Advisor Networks
California
$2.34M +$469K +11,414 +25%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$2.04M +$991K +24,145 +94%
OCBCO
46
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2M +$1.31M +32,011 +193%
BWA
47
Beam Wealth Advisors
Louisiana
$2M -$35.6K -868 -2%
ACM
48
Anfield Capital Management
California
$1.96M +$187K +4,564 +11%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$1.9M +$1.9M +46,377 New
WS
50
Wedbush Securities
California
$1.87M +$309K +7,535 +20%
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