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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.

New
Increased
Maintained
Reduced
Closed
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 %
IWM
76
IHT Wealth Management
Illinois
$832K +$348K +8,584 +72%
VCP
77
Verus Capital Partners
Arizona
$825K +$65.4K +1,616 +9%
ACM
78
Ashford Capital Management
Delaware
$774K – – –
FFA
79
First Foundation Advisors
California
$753K +$452K +11,154 +150%
Mariner
80
Mariner
Kansas
$742K – – –
BAAM
81
Baker Avenue Asset Management
California
$695K +$259K +6,383 +59%
SPC
82
Sigma Planning Corp
Michigan
$681K +$242K +5,964 +55%
Marshall Wace
83
Marshall Wace
United Kingdom
$679K +$679K +16,760 New
OCBCO
84
Oversea-Chinese Banking Corp (OCBC)
Singapore
$673K +$673K +16,611 New
ASN
85
Advisory Services Network
Georgia
$654K -$1.75M -43,289 -73%
Corient Private Wealth
86
Corient Private Wealth
Florida
$654K -$143K -3,532 -18%
QWM
87
QP Wealth Management
New Jersey
$639K -$56.5K -1,395 -8%
GWM
88
Geneos Wealth Management
Colorado
$636K +$98.9K +2,441 +18%
AAS
89
Avantax Advisory Services
Texas
$620K +$285K +7,028 +85%
EA
90
Eudaimonia Advisors
Tennessee
$604K +$204K +5,027 +51%
SWP
91
Stratos Wealth Partners
Ohio
$604K -$55.6K -1,373 -8%
AIA
92
Armor Investment Advisors
North Carolina
$602K +$11.7K +290 +2%
PI
93
PFG Investments
New York
$574K +$574K +14,182 New
CA
94
Cetera Advisors
Colorado
$551K +$64.4K +1,591 +13%
TRCT
95
Tower Research Capital (TRC)
New York
$537K +$13.6K +336 +3%
Truist Financial
96
Truist Financial
North Carolina
$536K +$33K +814 +7%
CQS
97
Credential Qtrade Securities
$535K +$535K +13,200 New
EH
98
Equitable Holdings
New York
$523K -$260K -6,430 -33%
GM
99
GeoWealth Management
Illinois
$512K +$171K +4,208 +50%
MF
100
Manchester Financial
California
$490K +$9.84K +243 +2%
2 3
4
5 6