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

195 hedge funds and large institutions have $1.04B invested in Global X S&P 500 Covered Call ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+15
Holders Change %
+8.33%
% of All Funds
3.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
88
Reduced
55
Closed
18
Calls
$1.28M
Puts
$590K
Net Calls
+$687K
Net Calls Change
-$281K

Top Buyers

1
NAM
1
Nissay Asset Management
Japan
$185M
2
LPL Financial
2
LPL Financial
California
$87.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$13.5M
4
CIA
4
Caerus Investment Advisors
Texas
$11.5M
5
Wells Fargo
5
Wells Fargo
California
$23.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$61M
2
Morgan Stanley
2
Morgan Stanley
New York
$154M
3
IHWM
3
Iron Horse Wealth Management
Iowa
$1.06M
4
T
4
TRUADVICE
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
101
Sigma Planning Corp
Michigan
$609K -$81.5K -1,986 -12%
GM
102
GeoWealth Management
Illinois
$595K +$77.3K +1,885 +15%
Truist Financial
103
Truist Financial
North Carolina
$586K +$42.7K +1,040 +8%
KAS
104
Kestra Advisory Services
Texas
$579K +$103K +2,505 +22%
Corient Private Wealth
105
Corient Private Wealth
Florida
$566K -$96.3K -2,345 -15%
NA
106
NewEdge Advisors
Louisiana
$550K +$368K +8,966 +202%
MF
107
Manchester Financial
California
$517K +$19.6K +477 +4%
HIP
108
HUB Investment Partners
Texas
$488K +$488K +11,883 New
RFN
109
Redwood Financial Network
Ohio
$481K +$97.6K +2,377 +25%
CA
110
Cetera Advisors
Colorado
$478K -$80.2K -1,953 -14%
WWM
111
Western Wealth Management
Colorado
$473K +$6.28K +153 +1%
BPA
112
Beacon Pointe Advisors
California
$471K – – –
SCA
113
Snowden Capital Advisors
New York
$459K +$24.8K +603 +6%
FIA
114
Foundations Investment Advisors
Arizona
$453K -$16.4K -400 -3%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$452K -$12.4K -302 -3%
GVAG
116
Great Valley Advisor Group
Delaware
$447K -$34.6K -842 -7%
NFG
117
Nations Financial Group
Iowa
$440K +$155K +3,773 +54%
KFS
118
Kaizen Financial Strategies
California
$437K +$153K +3,692 +54%
PTC
119
Private Trust Company
Ohio
$435K +$163K +3,973 +60%
CGA
120
Crescent Grove Advisors
Illinois
$422K +$99.9K +2,433 +31%
NFSG
121
Newbridge Financial Services Group
Florida
$415K +$192K +4,688 +87%
FFA
122
Founders Financial Alliance
North Carolina
$414K +$89.9K +2,191 +28%
AFG
123
Alterity Financial Group
Maine
$384K -$34.5K -840 -8%
SL
124
Salomon & Ludwin
Virginia
$381K – – –
WCG
125
Weaver Consulting Group
California
$375K -$22.6K -550 -6%
3 4
5
6 7