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

224 hedge funds and large institutions have $1.23B invested in Global X S&P 500 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 70 reducing their positions, and 11 closing their positions.

Holders
224
Holders Change
+23
Holders Change %
+11.44%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
38
Increased
86
Reduced
70
Closed
11
Calls
$809K
Puts
$1.89M
Net Calls
-$1.08M
Net Calls Change
-$311K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$294M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.5M
3
PS
3
Principal Securities
Iowa
$14.4M
4
GXJ
4
Global X Japan
Japan
$9.64M
5
OMC
5
Old Mission Capital
Illinois
$7.99M

Top Sellers

1
PPW
1
Pasadena Private Wealth
California
$1.26M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$39.5M
3
Wells Fargo
3
Wells Fargo
California
$17.5M
4
CI
4
Cavalier Investments
Georgia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$6.56M 166,277 -3,289 -2%
JWCA
27
J.W. Cole Advisors
Florida
$6.06M 153,599 +10,707 +7%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$5.6M 141,921 – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$5.38M 136,384 +7,383 +6%
TCMP
30
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.37M 136,141 +755 +0.6%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$5.37M 136,077 +17,015 +14%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$5.21M 132,150 +10,469 +9%
Stifel Financial
33
Stifel Financial
Missouri
$4.93M 125,026 -6,199 -5%
HIP
34
HUB Investment Partners
Texas
$4.73M 120,036 +39,857 +50%
BAM
35
Belpointe Asset Management
Nevada
$4.25M 107,707 -7,645 -7%
RSA
36
River Street Advisors
Illinois
$4.23M 107,306 -6,125 -5%
JWS
37
Juncture Wealth Strategies
Arizona
$4.21M 106,621 +12,370 +13%
Renaissance Technologies
38
Renaissance Technologies
New York
$4.09M 103,652 +84,052 +429%
RIG
39
RiverFront Investment Group
Virginia
$4.02M 101,887 +59,784 +142%
AAS
40
Avantax Advisory Services
Texas
$3.78M 95,959 +65,832 +219%
XF
41
XML Financial
Maryland
$3.65M 92,559 -37,659 -29%
SWM
42
StoneCrest Wealth Management
Arizona
$3.27M 83,035 +83,035 New
FAM
43
Flaharty Asset Management
Florida
$3.23M 81,979 +5,794 +8%
UIC
44
Uniplan Investment Counsel
Wisconsin
$3.19M 80,816 -5,944 -7%
AWS
45
Atria Wealth Solutions
New York
$3.03M 76,537 -11,566 -13%
IPAM
46
Investment Partners Asset Management
New Jersey
$3.02M 76,632 +76,632 New
APP
47
Avantax Planning Partners
Iowa
$2.96M 75,008 +75,008 New
CAN
48
Cetera Advisor Networks
California
$2.76M 69,983 -1,470 -2%
Jane Street
49
Jane Street
New York
$2.65M 67,101 +67,101 New
CW
50
CreativeOne Wealth
Kansas
$2.55M 64,726 -2,340 -3%
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