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Global X S&P 500 Covered Call ETF

251 hedge funds and large institutions have $1.19B invested in Global X S&P 500 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 105 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+28
Holders Change %
+12.56%
% of All Funds
3.34%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
49
Increased
105
Reduced
67
Closed
17
Calls
$1.92M
Puts
$813K
Net Calls
+$1.11M
Net Calls Change
+$499K
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$1.34M +$578K +13,799 +75%
MWP
77
Madison Wealth Partners
Wisconsin
$1.31M +$113K +2,687 +9%
OCBCO
78
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.29M
NCG
79
Newport Capital Group
New Jersey
$1.26M +$1.26M +30,147 New
KFS
80
Kaizen Financial Strategies
California
$1.24M +$34.4K +821 +3%
1WM
81
1900 Wealth Management
Texas
$1.22M -$67.4K -1,608 -5%
AMG
82
Advisors Management Group
Wisconsin
$1.19M +$779K +18,583 +187%
Comerica Bank
83
Comerica Bank
Texas
$1.15M +$21K +500 +2%
BCP
84
Blue Chip Partners
Michigan
$1.14M -$26.7K -638 -2%
MAM
85
Montchanin Asset Management
Delaware
$1.12M -$281K -6,700 -20%
BFG
86
Berger Financial Group
Minnesota
$1.11M -$7.58K -181 -0.7%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$1.11M +$1.11M +26,410 +220,083%
ML
88
McAdam LLC
Pennsylvania
$1.11M +$23.3K +557 +2%
Lido Advisors
89
Lido Advisors
California
$1.03M +$328K +7,619 +47%
PPW
90
Pasadena Private Wealth
California
$1.02M +$47.5K +1,133 +5%
POIA
91
Pin Oak Investment Advisors
Texas
$1.02M
FIA
92
Foundations Investment Advisors
Arizona
$963K +$220K +5,246 +30%
Wealthfront Advisers
93
Wealthfront Advisers
California
$917K +$332K +7,924 +57%
DADC
94
D.A. Davidson & Co
Montana
$908K +$218K +5,200 +32%
CL
95
Choreo LLC
Illinois
$905K -$32.7K -759 -3%
BAAM
96
Baker Avenue Asset Management
California
$896K +$2.72K +65 +0.3%
PIA
97
Perennial Investment Advisors
California
$870K -$303K -7,232 -26%
JPLA
98
Joseph P. Lucia & Associates
New York
$856K -$27.9K -666 -3%
SWP
99
Stratos Wealth Partners
Ohio
$846K -$485K -11,575 -36%
PA
100
Procyon Advisors
Connecticut
$838K