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

152 hedge funds and large institutions have $578M invested in Global X S&P 500 Covered Call ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
74
Reduced
38
Closed
21
Calls
$1.88M
Puts
$2.74M
Net Calls
-$860K
Net Calls Change
-$785K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
LPL Financial
2
LPL Financial
California
$47M
3
CF
3
Centaurus Financial
California
$12.3M
4
Wells Fargo
4
Wells Fargo
California
$8.53M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$4.67M

Top Sellers

1
IHWM
1
Iron Horse Wealth Management
Iowa
$2.5M
2
ACM
2
Ashford Capital Management
Delaware
$2.11M
3
Jane Street
3
Jane Street
New York
$558K
4
Ameriprise
4
Ameriprise
Minnesota
$14.5M
5
TLP
5
Trinity Legacy Partners
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
51
Belpointe Asset Management
Nevada
$1.1M -$319K -8,379 -23%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$1.09M +$67.7K +1,778 +7%
PPW
53
Pasadena Private Wealth
California
$1.07M +$1.07M +28,076 New
NRI
54
NFP Retirement Inc
California
$1.05M +$117K +3,069 +13%
LWAC
55
Laurel Wealth Advisors (California)
California
$1.01M -$140K -3,670 -12%
PFS
56
Prospera Financial Services
Texas
$994K +$1.26K +33 +0.1%
RIA
57
Regal Investment Advisors
Michigan
$919K +$21.8K +571 +2%
CS
58
Comerica Securities
Michigan
$864K +$864K +22,663 New
CW
59
CreativeOne Wealth
Kansas
$863K +$73.7K +1,935 +9%
FHA
60
Flagship Harbor Advisors
Massachusetts
$758K +$5.45K +143 +0.7%
OC
61
Oppenheimer & Co
New York
$705K +$386K +10,114 +121%
GVAG
62
Great Valley Advisor Group
Delaware
$688K -$351K -9,215 -34%
Mariner
63
Mariner
Kansas
$655K -$27.8K -730 -4%
CCM
64
Community Capital Management
Florida
$629K – – –
SLWA
65
San Luis Wealth Advisors
California
$580K +$326K +8,560 +129%
AWA
66
Arete Wealth Advisors
Illinois
$569K +$569K +14,927 New
EH
67
Equitable Holdings
New York
$565K +$218K +5,722 +63%
JWCA
68
J.W. Cole Advisors
Florida
$559K +$42.5K +1,115 +8%
Jane Street
69
Jane Street
New York
$558K -$2.97M -77,930 -84%
HW
70
Hamilton Wealth
California
$556K +$259K +6,797 +87%
CAAS
71
Capital Asset Advisory Services
Michigan
$551K -$189K -4,964 -26%
EP
72
Eudaimonia Partners
Tennessee
$550K -$144K -3,765 -21%
VCP
73
Verus Capital Partners
Arizona
$544K +$544K +14,287 New
CAL
74
Capital Analysts LLC
Pennsylvania
$536K -$28.4K -746 -5%
AIA
75
Armor Investment Advisors
North Carolina
$507K +$219K +5,757 +76%
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3
4 5