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

251 hedge funds and large institutions have $1.19B invested in Global X S&P 500 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 105 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+28
Holders Change %
+12.56%
% of All Funds
3.34%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
49
Increased
105
Reduced
67
Closed
17
Calls
$1.92M
Puts
$813K
Net Calls
+$1.11M
Net Calls Change
+$499K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$178M
2
LPL Financial
2
LPL Financial
California
$150M
3
PCP
3
Proficio Capital Partners
Massachusetts
$17.4M
4
WWM
4
WJ Wealth Management
Arizona
$9.57M
5
IAA
5
Independent Advisor Alliance
North Carolina
$5.8M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Jane Street
2
Jane Street
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$34.9M
4
GLA
4
Good Life Advisors
Pennsylvania
$4.04M
5
Bank of America
5
Bank of America
North Carolina
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Ameritas Advisory Services
Nebraska
$2.71M -$63.4K -1,512 -2%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$2.59M +$235K +5,604 +10%
IAIM
53
International Assets Investment Management
Florida
$2.52M +$2.52M +60,331 New
SS
54
SBI Securities
Japan
$2.48M +$2.48M +59,127 New
EM
55
ELCO Management
New York
$2.46M -$79.6K -1,900 -3%
LFS
56
Littlejohn Financial Services
Oregon
$2.38M +$2.38M +56,719 New
APP
57
Avantax Planning Partners
Iowa
$2.33M -$251K -5,983 -10%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$2.32M +$139K +3,309 +6%
Mariner
59
Mariner
Kansas
$2.08M +$393K +9,374 +23%
FAM
60
Flaharty Asset Management
Florida
$2.07M -$131K -3,137 -6%
IFWM
61
Institute for Wealth Management
Colorado
$2.04M -$40.9K -976 -2%
NA
62
NewEdge Advisors
Louisiana
$2.02M +$433K +10,326 +27%
CIA
63
Concurrent Investment Advisors
Florida
$2M -$76.3K -1,820 -4%
ASN
64
Advisory Services Network
Georgia
$1.96M -$160K -3,822 -8%
BWA
65
Beam Wealth Advisors
Louisiana
$1.92M +$47.1K +1,124 +3%
BSB
66
Bangor Savings Bank
Maine
$1.78M -$99.1K -2,365 -5%
MML Investors Services
67
MML Investors Services
Massachusetts
$1.7M +$253K +6,048 +17%
WW
68
Winnow Wealth
Texas
$1.66M +$1.66M +39,754 New
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$1.64M +$429K +10,241 +35%
AAG
70
Armstrong Advisory Group
Massachusetts
$1.56M +$43.4K +1,036 +3%
1832 Asset Management
71
1832 Asset Management
Ontario, Canada
$1.55M -$7.37K -176 -0.5%
CRWM
72
Castle Rock Wealth Management
California
$1.39M +$71.2K +1,663 +5%
RIA
73
Regal Investment Advisors
Michigan
$1.39M +$180K +4,304 +15%
HAS
74
HBW Advisory Services
California
$1.36M -$103K -2,451 -7%
VCP
75
Verus Capital Partners
Arizona
$1.34M +$136K +3,237 +11%
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3
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