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

180 hedge funds and large institutions have $807M invested in Global X S&P 500 Covered Call ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 45 reducing their positions, and 20 closing their positions.

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
30
Increased
86
Reduced
45
Closed
20
Calls
$2.63M
Puts
$1.67M
Net Calls
+$968K
Net Calls Change
-$289K

Top Buyers

1
PPW
1
Pasadena Private Wealth
California
$27.5M
2
LPL Financial
2
LPL Financial
California
$71.8M
3
UBS Group
3
UBS Group
Switzerland
$47.7M
4
Bank of America
4
Bank of America
North Carolina
$67.8M
5
Ameriprise
5
Ameriprise
Minnesota
$25.2M

Top Sellers

1
T
1
TRUADVICE
Florida
$4.35M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.33M
3
PAG
3
Private Advisor Group
New Jersey
$920K
4
MA
4
MYDA Advisors
New York
$0
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$4.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
51
Castle Rock Wealth Management
California
$1.63M -$1.61M -39,684 -50%
JWCA
52
J.W. Cole Advisors
Florida
$1.62M +$986K +24,348 +156%
NRI
53
NFP Retirement Inc
California
$1.61M -$18.9K -466 -1%
OMC
54
Old Mission Capital
Illinois
$1.6M +$1.13M +27,789 +236%
IA
55
IFP Advisors
Florida
$1.57M -$272K -6,360 -15%
1WM
56
1900 Wealth Management
Texas
$1.55M +$143K +3,540 +10%
WS
57
Wedbush Securities
California
$1.54M +$15.2K +376 +1%
BFG
58
Berger Financial Group
Minnesota
$1.52M -$24.9K -615 -2%
BRWA
59
B. Riley Wealth Advisors
Florida
$1.45M -$3.28K -81 -0.2%
CW
60
CreativeOne Wealth
Kansas
$1.32M +$254K +6,276 +24%
CAG
61
Curtis Advisory Group
California
$1.31M +$4.01K +99 +0.3%
CL
62
Choreo LLC
Illinois
$1.3M +$1.3M +32,130 New
V
63
ViaWealth
Kansas
$1.17M +$93.6K +2,312 +9%
RIA
64
Regal Investment Advisors
Michigan
$1.14M +$182K +4,498 +19%
AWA
65
Arete Wealth Advisors
Illinois
$1.09M +$395K +9,757 +57%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$1.04M +$163K +4,014 +19%
1832 Asset Management
67
1832 Asset Management
Ontario, Canada
$1.03M -$5.63K -139 -0.5%
MAM
68
Montchanin Asset Management
Delaware
$987K +$205K +5,075 +26%
EP
69
Eudaimonia Partners
Tennessee
$967K +$389K +9,598 +67%
PAG
70
Private Advisor Group
New Jersey
$920K -$3.89M -95,984 -81%
AUB
71
Atlantic Union Bankshares
Virginia
$903K +$903K +22,300 New
RIG
72
RiverFront Investment Group
Virginia
$870K -$1.46M -36,111 -63%
CS
73
Comerica Securities
Michigan
$863K -$364K -9,000 -30%
GLA
74
Good Life Advisors
Pennsylvania
$854K +$211K +5,199 +33%
JPLA
75
Joseph P. Lucia & Associates
New York
$849K +$849K +20,961 New
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