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

201 hedge funds and large institutions have $1.05B invested in Global X S&P 500 Covered Call ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+6
Holders Change %
+3.08%
% of All Funds
3.21%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
27
Increased
100
Reduced
51
Closed
20
Calls
$740K
Puts
$1.51M
Net Calls
-$769K
Net Calls Change
-$1.46M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71.3M
2
OCM
2
One Capital Management
California
$8.86M
3
LPL Financial
3
LPL Financial
California
$92M
4
RPSA
4
Richard P. Slaughter Associates
Texas
$7.91M
5
Ameriprise
5
Ameriprise
Minnesota
$27.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
BCP
2
Blue Chip Partners
Michigan
$875K
3
PPW
3
Pasadena Private Wealth
California
$19.7M
4
HW
4
Hamilton Wealth
California
$13M
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
26
Cavalier Investments
Georgia
$5.61M -$4.12M -105,951 -42%
JWCA
27
J.W. Cole Advisors
Florida
$5.56M +$806K +20,734 +17%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$5.52M -$159K -4,081 -3%
TCMP
29
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.27M +$647K +16,649 +14%
Stifel Financial
30
Stifel Financial
Missouri
$5.1M -$330K -8,480 -6%
XF
31
XML Financial
Maryland
$5.06M +$5.06M +130,218 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$5.02M +$733K +18,854 +17%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4.73M +$1.64M +42,072 +53%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$4.63M +$938K +24,128 +25%
BAM
35
Belpointe Asset Management
Nevada
$4.49M +$505K +12,980 +13%
RSA
36
River Street Advisors
Illinois
$4.41M +$119K +3,069 +3%
JWS
37
Juncture Wealth Strategies
Arizona
$3.67M +$16.3K +419 +0.4%
UIC
38
Uniplan Investment Counsel
Wisconsin
$3.56M – – –
AWS
39
Atria Wealth Solutions
New York
$3.43M +$379K +9,753 +12%
PAG
40
Private Advisor Group
New Jersey
$3.31M -$33.4K -858 -1%
HIP
41
HUB Investment Partners
Texas
$3.12M +$2.66M +68,296 +575%
FAM
42
Flaharty Asset Management
Florida
$2.96M +$441K +11,338 +17%
1WM
43
1900 Wealth Management
Texas
$2.79M +$144K +3,697 +5%
CAN
44
Cetera Advisor Networks
California
$2.78M +$560K +14,396 +25%
IFWM
45
Institute for Wealth Management
Colorado
$2.72M +$45.5K +1,169 +2%
AAS
46
Ameritas Advisory Services
Nebraska
$2.67M +$1.19M +30,418 +80%
CW
47
CreativeOne Wealth
Kansas
$2.61M -$895K -23,005 -26%
OMC
48
Old Mission Capital
Illinois
$2.51M +$2.31M +59,349 +1,130%
EM
49
ELCO Management
New York
$2.51M +$11.7K +300 +0.5%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$2.47M +$535K +13,750 +28%
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