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

180 hedge funds and large institutions have $807M invested in Global X S&P 500 Covered Call ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
30
Increased
86
Reduced
45
Closed
20
Calls
$2.63M
Puts
$1.67M
Net Calls
+$968K
Net Calls Change
-$289K

Top Buyers

1
PPW
1
Pasadena Private Wealth
California
$27.5M
2
LPL Financial
2
LPL Financial
California
$71.8M
3
UBS Group
3
UBS Group
Switzerland
$47.7M
4
Bank of America
4
Bank of America
North Carolina
$67.8M
5
Ameriprise
5
Ameriprise
Minnesota
$25.2M

Top Sellers

1
T
1
TRUADVICE
Florida
$4.35M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.33M
3
PAG
3
Private Advisor Group
New Jersey
$920K
4
MA
4
MYDA Advisors
New York
$0
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$4.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
101
Great Valley Advisor Group
Delaware
$475K -$91K -2,248 -16%
KAS
102
Kestra Advisory Services
Texas
$469K -$4.01K -99 -0.8%
BPA
103
Beacon Pointe Advisors
California
$465K -$8.1K -200 -2%
FIA
104
Foundations Investment Advisors
Arizona
$464K +$20.2K +498 +5%
WWM
105
Western Wealth Management
Colorado
$461K +$461K +11,371 New
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$457K -$28.3K -700 -6%
SCA
107
Snowden Capital Advisors
New York
$428K +$43.7K +1,078 +11%
AFG
108
Alterity Financial Group
Maine
$413K -$10.1K -250 -2%
WCG
109
Weaver Consulting Group
California
$392K +$6.56K +162 +2%
RFN
110
Redwood Financial Network
Ohio
$378K +$105K +2,591 +38%
SL
111
Salomon & Ludwin
Virginia
$376K – – –
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$352K +$352K +8,703 New
FFA
113
Founders Financial Alliance
North Carolina
$319K +$50K +1,235 +19%
AWM
114
Accel Wealth Management
Iowa
$319K +$11.7K +289 +4%
CGA
115
Crescent Grove Advisors
Illinois
$318K +$318K +7,856 New
KA
116
Kovack Advisors
Florida
$312K +$312K +7,712 New
CAM
117
Cresset Asset Management
Illinois
$302K +$66.7K +1,647 +28%
MAM
118
Milestone Asset Management
Pennsylvania
$299K -$1.82K -45 -0.6%
CAAS
119
Capital Asset Advisory Services
Michigan
$290K -$158K -3,893 -35%
AWM
120
Atticus Wealth Management
Florida
$285K +$285K +7,028 New
PIA
121
Perennial Investment Advisors
California
$285K +$285K +7,025 New
NFG
122
Nations Financial Group
Iowa
$281K +$281K +6,939 New
WSTAM
123
Wilbanks Smith & Thomas Asset Management
Virginia
$281K – – –
KFS
124
Kaizen Financial Strategies
California
$279K +$279K +6,885 New
RA
125
RFG Advisory
Alabama
$277K +$26.8K +661 +11%
3 4
5
6 7