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

223 hedge funds and large institutions have $1.09B invested in Global X S&P 500 Covered Call ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
24
Increased
97
Reduced
73
Closed
27
Calls
$1.22M
Puts
$618K
Net Calls
+$606K
Net Calls Change
+$79K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$120M
2
Morgan Stanley
2
Morgan Stanley
New York
$162M
3
PCP
3
Proficio Capital Partners
Massachusetts
$7M
4
LPL Financial
4
LPL Financial
California
$133M
5
GLA
5
Good Life Advisors
Pennsylvania
$7.44M

Top Sellers

1
NAM
1
Nissay Asset Management
Japan
$68.6M
2
OSNBOA
2
Old Second National Bank of Aurora
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
HW
4
Hamilton Wealth
California
$10.5M
5
RSA
5
River Street Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
76
Verus Capital Partners
Arizona
$1.2M +$54.4K +1,310 +5%
RIA
77
Regal Investment Advisors
Michigan
$1.2M -$35.6K -857 -3%
KFS
78
Kaizen Financial Strategies
California
$1.19M +$50.9K +1,227 +4%
MWP
79
Madison Wealth Partners
Wisconsin
$1.19M +$114K +2,736 +11%
PIA
80
Perennial Investment Advisors
California
$1.16M +$54.9K +1,322 +5%
BCP
81
Blue Chip Partners
Michigan
$1.15M +$37.9K +913 +3%
Comerica Bank
82
Comerica Bank
Texas
$1.12M – – –
BFG
83
Berger Financial Group
Minnesota
$1.11M +$747 +18 +0.1%
ML
84
McAdam LLC
Pennsylvania
$1.07M -$59.2K -1,426 -5%
WWM
85
WJ Wealth Management
Arizona
$1.06M +$128K +3,079 +14%
POIA
86
Pin Oak Investment Advisors
Texas
$1.02M +$1.02M +24,495 +44,536%
PPW
87
Pasadena Private Wealth
California
$968K -$88.7K -2,137 -8%
CL
88
Choreo LLC
Illinois
$898K -$214K -5,193 -19%
BAAM
89
Baker Avenue Asset Management
California
$884K +$180K +4,343 +26%
JPLA
90
Joseph P. Lucia & Associates
New York
$876K +$10.3K +247 +1%
CF
91
Centaurus Financial
California
$870K -$1.03M -24,821 -54%
PA
92
Procyon Advisors
Connecticut
$830K – – –
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$785K – – –
B
94
Bensler
Washington
$761K -$165K -3,984 -18%
KAS
95
Kestra Advisory Services
Texas
$759K +$9.34K +225 +1%
SA
96
Sanctuary Advisors
Indiana
$748K +$12.6K +300 +2%
FIA
97
Foundations Investment Advisors
Arizona
$736K +$164K +3,954 +29%
IHWM
98
Iron Horse Wealth Management
Iowa
$715K +$61K +1,470 +9%
DADC
99
D.A. Davidson & Co
Montana
$683K -$440K -10,601 -39%
Lido Advisors
100
Lido Advisors
California
$677K -$177K -4,275 -21%
2 3
4
5 6