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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 %
V
76
ViaWealth
Kansas
$1.09M -$94.2K -2,294 -8%
IHWM
77
Iron Horse Wealth Management
Iowa
$1.06M -$6.64M -161,787 -86%
CPC
78
Consolidated Planning Corp
Georgia
$1.04M +$1.04M +25,254 New
1832 Asset Management
79
1832 Asset Management
Ontario, Canada
$985K -$56.3K -1,371 -5%
VCP
80
Verus Capital Partners
Arizona
$958K +$121K +2,957 +15%
AUB
81
Atlantic Union Bankshares
Virginia
$915K – – –
JPLA
82
Joseph P. Lucia & Associates
New York
$899K +$38.3K +932 +4%
EH
83
Equitable Holdings
New York
$898K +$368K +8,958 +69%
EP
84
Eudaimonia Partners
Tennessee
$869K -$112K -2,718 -11%
ACM
85
AlphaStar Capital Management
North Carolina
$787K +$787K +19,177 New
ACM
86
Ashford Capital Management
Delaware
$780K -$4.11K -100 -0.5%
Mariner
87
Mariner
Kansas
$771K +$18.3K +445 +2%
AIA
88
Armor Investment Advisors
North Carolina
$763K +$153K +3,720 +25%
PI
89
PFG Investments
New York
$752K +$169K +4,128 +29%
SWP
90
Stratos Wealth Partners
Ohio
$718K +$106K +2,578 +17%
ASN
91
Advisory Services Network
Georgia
$704K +$41.1K +1,001 +6%
Creative Planning
92
Creative Planning
Kansas
$697K +$697K +16,990 New
BAAM
93
Baker Avenue Asset Management
California
$685K -$20.3K -495 -3%
Loomis, Sayles & Company
94
Loomis, Sayles & Company
Massachusetts
$670K -$1.58M -38,359 -70%
PIA
95
Perennial Investment Advisors
California
$668K +$380K +9,255 +132%
QWM
96
QP Wealth Management
New Jersey
$662K +$14.6K +355 +2%
AAS
97
Avantax Advisory Services
Texas
$637K +$8.83K +215 +1%
EA
98
Eudaimonia Advisors
Tennessee
$625K +$13.1K +319 +2%
FHA
99
Flagship Harbor Advisors
Massachusetts
$621K -$3.02M -73,602 -83%
RIG
100
RiverFront Investment Group
Virginia
$620K -$262K -6,380 -30%
2 3
4
5 6