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

130 hedge funds and large institutions have $490M invested in Global X S&P 500 Covered Call ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 57 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+34
Holders Change %
+35.42%
% of All Funds
2.06%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
46
Increased
57
Reduced
17
Closed
12
Calls
$685K
Puts
$1.21M
Net Calls
-$520K
Net Calls Change
-$536K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
Bank of America
2
Bank of America
North Carolina
$43.8M
3
UBS Group
3
UBS Group
Switzerland
$40.7M
4
LPL Financial
4
LPL Financial
California
$37.8M
5
Ameriprise
5
Ameriprise
Minnesota
$15.5M

Top Sellers

1
AWS
1
AJ Wealth Strategies
New York
$494K
2
XF
2
XML Financial
Maryland
$2.32M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$670K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$911K
5
CRWM
5
Castle Rock Wealth Management
California
$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$127K -$148 -3 -0.1%
RG
102
Retirement Group
California
$126K +$126K +2,548 New
HA
103
Herold Advisors
New York
$124K +$124K +2,500 New
CWA
104
Clearview Wealth Advisors
Oregon
$117K -$570K -11,528 -83%
AA
105
AlphaMark Advisors
Kentucky
$99K +$99K +2,000 New
CT
106
Cambridge Trust
Massachusetts
$88K +$88K +1,770 New
CIAS
107
Capital Investment Advisory Services
North Carolina
$84K – – –
TWC
108
TD Waterhouse Canada
Ontario, Canada
$79.3K +$79.3K +1,600 New
AF
109
Advisornet Financial
Minnesota
$65K +$2.48K +50 +4%
PGAM
110
Princeton Global Asset Management
New Jersey
$62K – – –
CWC
111
Carolinas Wealth Consulting
North Carolina
$49K – – –
US Bancorp
112
US Bancorp
Minnesota
$44K – – –
Wells Fargo
113
Wells Fargo
California
$33K -$1.96K -39 -6%
MCC
114
Money Concepts Capital
Florida
$30K +$30K +600 New
CWA
115
Core Wealth Advisors
Florida
$30K +$30K +613 New
NC
116
NewSquare Capital
Pennsylvania
$27K +$27K +550 New
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
SPIA
118
Steward Partners Investment Advisory
New York
$25K – – –
CCM
119
Community Capital Management
Florida
$17K +$17K +16,500 New
ACA
120
Aptus Capital Advisors
Alabama
$16K +$16K +321 New
AIP
121
Ahrens Investment Partners
Louisiana
$15K – – –
NFSG
122
Newbridge Financial Services Group
Florida
$14K +$14K +278 New
Barclays
123
Barclays
United Kingdom
$12K +$6.72K +140 +127%
BFO
124
Biltmore Family Office
North Carolina
$12K +$12K +250 New
BCMLT
125
Beacon Capital Management LLC (Tennessee)
Tennessee
$10K +$10K +200 New
2 3 4
5
6