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

201 hedge funds and large institutions have $1.05B invested in Global X S&P 500 Covered Call ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 20 closing their positions.

Holders
201
Holders Change
+6
Holders Change %
+3.08%
% of All Funds
3.21%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
27
Increased
100
Reduced
51
Closed
20
Calls
$740K
Puts
$1.51M
Net Calls
-$769K
Net Calls Change
-$1.46M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71.3M
2
OCM
2
One Capital Management
California
$8.86M
3
LPL Financial
3
LPL Financial
California
$92M
4
RPSA
4
Richard P. Slaughter Associates
Texas
$7.91M
5
Ameriprise
5
Ameriprise
Minnesota
$27.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
BCP
2
Blue Chip Partners
Michigan
$875K
3
PPW
3
Pasadena Private Wealth
California
$19.7M
4
HW
4
Hamilton Wealth
California
$13M
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$608K +$86.3K +2,220 +17%
PTC
102
Private Trust Company
Ohio
$608K +$195K +5,018 +47%
PIA
103
Perennial Investment Advisors
California
$602K -$30.8K -791 -5%
QWM
104
QP Wealth Management
New Jersey
$595K -$31.9K -820 -5%
V
105
ViaWealth
Kansas
$592K -$438K -11,267 -43%
LA
106
Lifeworks Advisors
Michigan
$578K +$578K +14,851 New
KAS
107
Kestra Advisory Services
Texas
$558K +$9.76K +251 +2%
FHA
108
Flagship Harbor Advisors
Massachusetts
$550K -$37.7K -969 -6%
Corient Private Wealth
109
Corient Private Wealth
Florida
$538K +$1.05K +27 +0.2%
CGA
110
Crescent Grove Advisors
Illinois
$532K +$132K +3,389 +33%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$529K +$529K +13,598 New
SPC
112
Sigma Planning Corp
Michigan
$512K -$65.1K -1,673 -11%
CAG
113
Curtis Advisory Group
California
$511K -$728K -18,719 -59%
RFN
114
Redwood Financial Network
Ohio
$503K +$47.9K +1,231 +11%
MF
115
Manchester Financial
California
$502K +$12.1K +311 +2%
EA
116
Eudaimonia Advisors
Tennessee
$499K -$93.2K -2,396 -16%
NFG
117
Nations Financial Group
Iowa
$495K +$78.7K +2,023 +19%
OC
118
Oppenheimer & Co
New York
$494K +$494K +12,714 New
BPA
119
Beacon Pointe Advisors
California
$469K +$23.3K +600 +5%
HA
120
Herold Advisors
New York
$451K +$451K +11,598 New
DADC
121
D.A. Davidson & Co
Montana
$439K +$93.9K +2,415 +27%
SWP
122
Semus Wealth Partners
Florida
$434K +$201K +5,176 +86%
KWM
123
Kingsview Wealth Management
Oregon
$421K +$421K +10,817 New
WCG
124
Weaver Consulting Group
California
$413K +$57.6K +1,482 +16%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$395K -$33.3K -857 -8%
3 4
5
6 7