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

201 hedge funds and large institutions have $1.05B invested in Global X S&P 500 Covered Call ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+6
Holders Change %
+3.08%
% of All Funds
3.21%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
27
Increased
100
Reduced
51
Closed
20
Calls
$740K
Puts
$1.51M
Net Calls
-$769K
Net Calls Change
-$1.46M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71.3M
2
OCM
2
One Capital Management
California
$8.86M
3
LPL Financial
3
LPL Financial
California
$92M
4
RPSA
4
Richard P. Slaughter Associates
Texas
$7.91M
5
Ameriprise
5
Ameriprise
Minnesota
$27.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
BCP
2
Blue Chip Partners
Michigan
$875K
3
PPW
3
Pasadena Private Wealth
California
$19.7M
4
HW
4
Hamilton Wealth
California
$13M
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$2.17M +$396K +10,182 +22%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$2.08M +$571K +14,694 +38%
SFS
53
Sowell Financial Services
Arkansas
$1.97M +$319K +8,194 +19%
OCBCO
54
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.89M – – –
BWA
55
Beam Wealth Advisors
Louisiana
$1.88M -$9.8K -252 -0.5%
GLA
56
Good Life Advisors
Pennsylvania
$1.88M +$504K +12,961 +37%
ACM
57
Anfield Capital Management
California
$1.84M -$19K -489 -1%
IA
58
IFP Advisors
Florida
$1.72M +$132K +3,391 +8%
HAS
59
HBW Advisory Services
California
$1.7M +$17.5K +449 +1%
RIG
60
RiverFront Investment Group
Virginia
$1.64M +$1.05M +26,996 +179%
BSB
61
Bangor Savings Bank
Maine
$1.59M – – –
MML Investors Services
62
MML Investors Services
Massachusetts
$1.55M +$427K +10,975 +38%
NRI
63
NFP Retirement Inc
California
$1.46M -$80.1K -2,060 -5%
CRWM
64
Castle Rock Wealth Management
California
$1.45M -$67.1K -1,722 -4%
BRWA
65
B. Riley Wealth Advisors
Florida
$1.44M +$36.7K +944 +3%
BFG
66
Berger Financial Group
Minnesota
$1.44M -$69.4K -1,784 -5%
B
67
Bensler
Washington
$1.39M -$103K -2,660 -7%
Lido Advisors
68
Lido Advisors
California
$1.34M -$350K -9,009 -21%
MA
69
MAS Advisors
Florida
$1.34M -$31.2K -802 -2%
CL
70
Choreo LLC
Illinois
$1.26M -$1.6K -41 -0.1%
Comerica Bank
71
Comerica Bank
Texas
$1.22M +$1.22M +31,475 New
AAS
72
Avantax Advisory Services
Texas
$1.17M +$568K +14,601 +94%
ML
73
McAdam LLC
Pennsylvania
$1.13M +$3.42K +88 +0.3%
RIA
74
Regal Investment Advisors
Michigan
$1.11M -$53.5K -1,376 -5%
Mariner
75
Mariner
Kansas
$1.09M +$360K +9,267 +49%
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3
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