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

96 hedge funds and large institutions have $318M invested in Global X S&P 500 Covered Call ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+25
Holders Change %
+35.21%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
44
Reduced
10
Closed
9
Calls
$362K
Puts
$346K
Net Calls
+$16K
Net Calls Change
-$253K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.3M
2
UBS Group
2
UBS Group
Switzerland
$22.8M
3
LPL Financial
3
LPL Financial
California
$26.8M
4
CI
4
Cavalier Investments
Georgia
$7.53M
5
ACM
5
Ashford Capital Management
Delaware
$9.49M

Top Sellers

1
OC
1
Oppenheimer & Co
New York
$499K
2
GG
2
Gofen & Glossberg
Illinois
$2.96M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
CCM
4
Community Capital Management
Florida
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SLWA
51
San Luis Wealth Advisors
California
$364K 7,197 +7,197 New
Truist Financial
52
Truist Financial
North Carolina
$356K 7,045 +2,880 +69%
CAG
53
Csenge Advisory Group
Florida
$343K 7,000 +7,000 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$342K 6,776 – –
JWCA
55
J.W. Cole Advisors
Florida
$338K 6,687 +6,687 New
ARC
56
Advisor Resource Council
Texas
$303K 5,999 +5,999 New
Luther King Capital Management (LKCM)
57
Luther King Capital Management (LKCM)
Texas
– – – –
SB
58
Strategic Blueprint
Georgia
$300K 5,939 +900 +18%
AAP
59
Arax Advisory Partners
Colorado
$281K 5,565 +78 +1%
AA
60
Ancora Advisors
Ohio
$279K 5,523 +1,983 +56%
CM
61
Columbus Macro
Pennsylvania
$239K 4,695 -7 -0.1%
CCG
62
Capital CS Group
California
$229K 4,539 +4,539 New
WWM
63
Western Wealth Management
Colorado
$226K 4,490 +4,490 New
TIAM2
64
Tru Independence Asset Management 2
Oregon
$225K 4,456 +4,456 New
LNC
65
Lincoln National Corp
Pennsylvania
$212K 4,197 +4,197 New
Creative Planning
66
Creative Planning
Kansas
$210K 4,158 +4,158 New
CCM
67
Crew Capital Management
Ohio
$210K 4,166 +4,166 New
STA
68
Summit Trail Advisors
New York
$204K 4,000 +4,000 New
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$146K 2,900 +1,130 +64%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$130K 2,575 -244 -9%
CF
71
Centaurus Financial
California
$123K 2,439 +2,439 New
WWM
72
Wagner Wealth Management
South Carolina
$117K 2,307 -483 -17%
DWP
73
Destiny Wealth Partners
Florida
$113K 2,231 +2,231 New
APA
74
American Portfolios Advisors
New York
$107K 2,115 +1,615 +323%
FFA
75
Founders Financial Alliance
North Carolina
$105K 2,082 +184 +10%
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3
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