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

224 hedge funds and large institutions have $1.23B invested in Global X S&P 500 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 70 reducing their positions, and 11 closing their positions.

Holders
224
Holders Change
+23
Holders Change %
+11.44%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
38
Increased
86
Reduced
70
Closed
11
Calls
$809K
Puts
$1.89M
Net Calls
-$1.08M
Net Calls Change
-$311K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$294M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.5M
3
PS
3
Principal Securities
Iowa
$14.4M
4
GXJ
4
Global X Japan
Japan
$9.64M
5
OMC
5
Old Mission Capital
Illinois
$7.99M

Top Sellers

1
PPW
1
Pasadena Private Wealth
California
$1.26M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$39.5M
3
Wells Fargo
3
Wells Fargo
California
$17.5M
4
CI
4
Cavalier Investments
Georgia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
EM
51
ELCO Management
New York
$2.53M 64,200 -400 -0.6%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$2.51M 63,545 -93,894 -60%
WS
53
Wedbush Securities
California
$2.5M 63,334 +7,501 +13%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$2.43M 61,726 -1,753 -3%
CIA
55
Concurrent Investment Advisors
Florida
$2.22M 56,257 +56,257 New
IFWM
56
Institute for Wealth Management
Colorado
$2.2M 55,829 -14,223 -20%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$2.19M 55,450 +1,951 +4%
AAS
58
Ameritas Advisory Services
Nebraska
$2.06M 51,473 -16,739 -25%
SFS
59
Sowell Financial Services
Arkansas
$2M 50,645 +77 +0.2%
1WM
60
1900 Wealth Management
Texas
$1.93M 48,983 -22,724 -32%
GLA
61
Good Life Advisors
Pennsylvania
$1.92M 48,723 +431 +0.9%
OCBCO
62
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.92M 48,622 – –
BWA
63
Beam Wealth Advisors
Louisiana
$1.83M 46,508 -1,846 -4%
Citadel Advisors
64
Citadel Advisors
Florida
$1.82M 46,035 +20,051 +77%
HAS
65
HBW Advisory Services
California
$1.78M 45,175 +1,564 +4%
BRWA
66
B. Riley Wealth Advisors
Florida
$1.62M 40,791 +3,801 +10%
BSB
67
Bangor Savings Bank
Maine
$1.61M 40,862 – –
1832 Asset Management
68
1832 Asset Management
Ontario, Canada
$1.58M 39,960 +17,676 +79%
BWM
69
BKM Wealth Management
Wisconsin
$1.55M 39,333 +39,333 New
WWM
70
Western Wealth Management
Colorado
$1.44M 36,478 +12,469 +52%
PAG
71
Private Advisor Group
New Jersey
$1.42M 36,030 -49,070 -58%
SWP
72
Significant Wealth Partners
Illinois
$1.41M 35,785 +35,785 New
CRWM
73
Castle Rock Wealth Management
California
$1.39M 35,385 -1,868 -5%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$1.36M 34,460 +24,313 +240%
MA
75
MAS Advisors
Florida
$1.34M 33,881 -579 -2%
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