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

222 hedge funds and large institutions have $1.09B invested in Global X S&P 500 Covered Call ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.22%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
26
Increased
85
Reduced
81
Closed
27
Calls
$1.45M
Puts
$1.31M
Net Calls
+$139K
Net Calls Change
+$1.22M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$38.5M
2
LPL Financial
LPL Financial
California
$112M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$15.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.4M
5
Bank of America
Bank of America
North Carolina
$79.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$147M
2
CF
Centaurus Financial
California
$12M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62K
4
HW
Hamilton Wealth
California
$0
5
UBS Group
UBS Group
Switzerland
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$6.01M +$2.09M +51,340 +54%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$5.89M +$323K +7,918 +6%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$5.56M +$6.49K +159 +0.1%
Stifel Financial
29
Stifel Financial
Missouri
$5.29M +$187K +4,583 +4%
JWS
30
Juncture Wealth Strategies
Arizona
$4.91M +$563K +13,808 +13%
RSA
31
River Street Advisors
Illinois
$4.3M -$80.7K -1,979 -2%
RIG
32
RiverFront Investment Group
Virginia
$4.08M -$72.3K -1,773 -2%
CW
33
CreativeOne Wealth
Kansas
$3.83M +$1.19M +29,148 +45%
Renaissance Technologies
34
Renaissance Technologies
New York
$3.77M -$463K -11,352 -11%
SWM
35
StoneCrest Wealth Management
Arizona
$3.75M +$362K +8,879 +11%
XF
36
XML Financial
Maryland
$3.5M -$275K -6,738 -7%
AWS
37
Atria Wealth Solutions
New York
$3.45M +$326K +7,995 +10%
FAM
38
Flaharty Asset Management
Florida
$3.27M -$69.9K -1,714 -2%
IPAM
39
Investment Partners Asset Management
New Jersey
$3.11M -$16.2K -398 -0.5%
AAS
40
Ameritas Advisory Services
Nebraska
$3.04M +$969K +24,102 +47%
PI
41
PFG Investments
New York
$3.01M +$2.03M +49,648 +207%
APP
42
Avantax Planning Partners
Iowa
$2.9M -$158K -3,866 -5%
UIC
43
Uniplan Investment Counsel
Wisconsin
$2.83M -$463K -11,345 -14%
GLA
44
Good Life Advisors
Pennsylvania
$2.77M +$786K +19,265 +40%
WS
45
Wedbush Securities
California
$2.65M +$65.7K +1,610 +3%
SPC
46
Sigma Planning Corp
Michigan
$2.63M +$2.18M +53,518 +483%
CAN
47
Cetera Advisor Networks
California
$2.6M -$251K -6,162 -9%
EM
48
ELCO Management
New York
$2.55M -$65.3K -1,600 -2%
BAM
49
Belpointe Asset Management
Nevada
$2.48M -$1.91M -46,895 -44%
NFSG
50
Newbridge Financial Services Group
Florida
$2.34M +$1.16M +28,512 +99%
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