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

195 hedge funds and large institutions have $1.04B invested in Global X S&P 500 Covered Call ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+15
Holders Change %
+8.33%
% of All Funds
3.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
88
Reduced
55
Closed
18
Calls
$1.28M
Puts
$590K
Net Calls
+$687K
Net Calls Change
-$281K

Top Buyers

1
NAM
1
Nissay Asset Management
Japan
$185M
2
LPL Financial
2
LPL Financial
California
$87.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$13.5M
4
CIA
4
Caerus Investment Advisors
Texas
$11.5M
5
Wells Fargo
5
Wells Fargo
California
$23.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$61M
2
Morgan Stanley
2
Morgan Stanley
New York
$154M
3
IHWM
3
Iron Horse Wealth Management
Iowa
$1.06M
4
T
4
TRUADVICE
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
51
Lido Advisors
California
$1.79M -$234K -5,700 -12%
HAS
52
HBW Advisory Services
California
$1.77M +$64.3K +1,565 +4%
SFS
53
Sowell Financial Services
Arkansas
$1.74M +$1.74M +42,374 New
BSB
54
Bangor Savings Bank
Maine
$1.68M +$1.68M +40,862 New
IA
55
IFP Advisors
Florida
$1.68M +$163K +3,968 +11%
NRI
56
NFP Retirement Inc
California
$1.63M -$4.56K -111 -0.3%
Jane Street
57
Jane Street
New York
$1.62M -$3.5M -85,333 -68%
CRWM
58
Castle Rock Wealth Management
California
$1.6M -$55.2K -1,342 -3%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$1.59M +$1.59M +38,805 New
BFG
60
Berger Financial Group
Minnesota
$1.59M +$44.2K +1,076 +3%
B
61
Bensler
Washington
$1.57M +$1.57M +38,302 New
AAS
62
Ameritas Advisory Services
Nebraska
$1.55M -$434K -10,595 -22%
BRWA
63
B. Riley Wealth Advisors
Florida
$1.48M +$5.25K +128 +0.4%
GLA
64
Good Life Advisors
Pennsylvania
$1.45M +$585K +14,254 +68%
MA
65
MAS Advisors
Florida
$1.45M -$1.6M -38,886 -52%
CL
66
Choreo LLC
Illinois
$1.33M +$14.2K +347 +1%
CS
67
Comerica Securities
Michigan
$1.33M +$451K +10,997 +52%
CAG
68
Curtis Advisory Group
California
$1.31M -$24.6K -600 -2%
RIA
69
Regal Investment Advisors
Michigan
$1.22M +$67.6K +1,646 +6%
ML
70
McAdam LLC
Pennsylvania
$1.19M -$619K -15,071 -34%
MML Investors Services
71
MML Investors Services
Massachusetts
$1.19M -$2.59M -63,021 -69%
Citadel Advisors
72
Citadel Advisors
Florida
$1.18M +$997K +24,278 +538%
MAM
73
Montchanin Asset Management
Delaware
$1.16M +$156K +3,800 +16%
AWA
74
Arete Wealth Advisors
Illinois
$1.14M +$30.6K +745 +3%
IWM
75
IHT Wealth Management
Illinois
$1.13M +$286K +6,960 +34%
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3
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