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

222 hedge funds and large institutions have $1.09B invested in Global X S&P 500 Covered Call ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.22%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
26
Increased
85
Reduced
81
Closed
27
Calls
$1.45M
Puts
$1.31M
Net Calls
+$139K
Net Calls Change
+$1.22M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$38.5M
2
LPL Financial
2
LPL Financial
California
$112M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$15.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.4M
5
Bank of America
5
Bank of America
North Carolina
$79.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$147M
2
CF
2
Centaurus Financial
California
$12M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$62K
4
HW
4
Hamilton Wealth
California
$0
5
UBS Group
5
UBS Group
Switzerland
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$1.14M -$18.4K -451 -2%
Comerica Bank
77
Comerica Bank
Texas
$1.13M -$15K -367 -1%
ML
78
McAdam LLC
Pennsylvania
$1.1M +$20.2K +494 +2%
PIA
79
Perennial Investment Advisors
California
$1.1M +$291K +7,133 +36%
CL
80
Choreo LLC
Illinois
$1.1M -$29.7K -728 -3%
VCP
81
Verus Capital Partners
Arizona
$1.06M +$61.3K +1,503 +6%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$1.02M +$15.2K +373 +2%
PPW
83
Pasadena Private Wealth
California
$1.01M -$287K -7,035 -22%
FFA
84
First Foundation Advisors
California
$997K -$59.4K -1,457 -6%
BCP
85
Blue Chip Partners
Michigan
$980K +$73.2K +1,795 +8%
SWP
86
Stratos Wealth Partners
Ohio
$976K -$23.7K -582 -2%
KFS
87
Kaizen Financial Strategies
California
$908K +$255K +6,250 +39%
Truist Financial
88
Truist Financial
North Carolina
$906K +$76.9K +1,885 +9%
B
89
Bensler
Washington
$886K -$209K -5,134 -19%
MWP
90
Madison Wealth Partners
Wisconsin
$878K +$118K +2,882 +15%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$862K +$510K +12,506 +145%
JPLA
92
Joseph P. Lucia & Associates
New York
$856K -$57.4K -1,407 -6%
EH
93
Equitable Holdings
New York
$838K -$77.4K -1,898 -8%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$837K +$308K +7,561 +58%
PA
95
Procyon Advisors
Connecticut
$816K +$816K +20,000 New
ACM
96
Ashford Capital Management
Delaware
$775K – – –
DADC
97
D.A. Davidson & Co
Montana
$758K +$77.5K +1,900 +11%
OMC
98
Old Mission Capital
Illinois
$753K -$7.51M -184,027 -91%
AAG
99
Armstrong Advisory Group
Massachusetts
$724K – – –
CPC
100
Consolidated Planning Corp
Georgia
$705K -$105K -2,563 -13%
2 3
4
5 6