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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 %
CS
76
Comerica Securities
Michigan
$1.09M -$167K -4,290 -13%
Citadel Advisors
77
Citadel Advisors
Florida
$1.01M -$109K -2,806 -10%
VCP
78
Verus Capital Partners
Arizona
$939K +$31.7K +815 +3%
WWM
79
Western Wealth Management
Colorado
$934K +$486K +12,485 +108%
CPC
80
Consolidated Planning Corp
Georgia
$900K -$81.9K -2,107 -8%
NFSG
81
Newbridge Financial Services Group
Florida
$900K +$507K +13,044 +129%
IHWM
82
Iron Horse Wealth Management
Iowa
$899K -$106K -2,727 -11%
AUB
83
Atlantic Union Bankshares
Virginia
$896K +$28.4K +731 +3%
BCP
84
Blue Chip Partners
Michigan
$875K -$8.31M -213,718 -90%
EP
85
Eudaimonia Partners
Tennessee
$872K +$48.9K +1,257 +6%
JPLA
86
Joseph P. Lucia & Associates
New York
$870K +$18.9K +486 +2%
FAIM
87
Financial Advocates Investment Management
Washington
$867K +$867K +29,368 New
1832 Asset Management
88
1832 Asset Management
Ontario, Canada
$867K -$66.7K -1,714 -7%
EH
89
Equitable Holdings
New York
$825K -$25.2K -647 -3%
PI
90
PFG Investments
New York
$822K +$110K +2,829 +15%
ASN
91
Advisory Services Network
Georgia
$820K +$153K +3,924 +23%
Truist Financial
92
Truist Financial
North Carolina
$806K +$252K +6,472 +45%
AIA
93
Armor Investment Advisors
North Carolina
$786K +$62.9K +1,617 +9%
SWP
94
Stratos Wealth Partners
Ohio
$774K +$94.2K +2,421 +14%
Renaissance Technologies
95
Renaissance Technologies
New York
$762K -$1.78M -45,800 -70%
ACM
96
Ashford Capital Management
Delaware
$739K – – –
FIA
97
Foundations Investment Advisors
Arizona
$722K +$292K +7,507 +68%
GM
98
GeoWealth Management
Illinois
$672K +$108K +2,766 +19%
CA
99
Cetera Advisors
Colorado
$659K +$206K +5,286 +45%
BAAM
100
Baker Avenue Asset Management
California
$652K +$3.07K +79 +0.5%
2 3
4
5 6