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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
OMC
3
Old Mission Capital
Illinois
$7.99M
4
IWM
4
IHT Wealth Management
Illinois
$12.3M
5
CF
5
Centaurus Financial
California
$28.4M

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 %
BFG
76
Berger Financial Group
Minnesota
$1.3M 33,087 -3,839 -10%
PPW
77
Pasadena Private Wealth
California
$1.26M 31,844 -474,223 -94%
NFSG
78
Newbridge Financial Services Group
Florida
$1.14M 28,941 +5,800 +25%
RIA
79
Regal Investment Advisors
Michigan
$1.13M 28,638 +222 +0.8%
MML Investors Services
80
MML Investors Services
Massachusetts
$1.12M 28,469 -11,460 -29%
Comerica Bank
81
Comerica Bank
Texas
$1.11M 28,109 -3,366 -11%
CL
82
Choreo LLC
Illinois
$1.09M 27,612 -4,824 -15%
Mariner
83
Mariner
Kansas
$1.08M 27,477 -560 -2%
B
84
Bensler
Washington
$1.06M 26,854 -8,788 -25%
ACM
85
Anfield Capital Management
California
$1.05M 26,565 -20,701 -44%
ML
86
McAdam LLC
Pennsylvania
$1.05M 26,536 -2,591 -9%
FFA
87
First Foundation Advisors
California
$1.02M 25,905 +19,445 +301%
NA
88
NewEdge Advisors
Louisiana
$982K 24,730 +9,104 +58%
VCP
89
Verus Capital Partners
Arizona
$969K 24,557 +408 +2%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$968K 24,540 +10,942 +80%
SWP
91
Stratos Wealth Partners
Ohio
$967K 24,512 +4,601 +23%
ASN
92
Advisory Services Network
Georgia
$948K 24,048 +2,974 +14%
PI
93
PFG Investments
New York
$948K 24,032 +2,893 +14%
IHWM
94
Iron Horse Wealth Management
Iowa
$910K 23,066 -48 -0.2%
AUB
95
Atlantic Union Bankshares
Virginia
$908K 23,031 – –
EH
96
Equitable Holdings
New York
$885K 22,452 +1,232 +6%
JPLA
97
Joseph P. Lucia & Associates
New York
$883K 22,389 +10 +0%
BCP
98
Blue Chip Partners
Michigan
$877K 22,241 -259 -1%
Kayne Anderson Rudnick Investment Management
99
Kayne Anderson Rudnick Investment Management
California
$871K 22,073 +12,082 +121%
Truist Financial
100
Truist Financial
North Carolina
$802K 20,325 -411 -2%
2 3
4
5 6