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

224 hedge funds and large institutions have $1.23B invested in Global X S&P 500 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 70 reducing their positions, and 11 closing their positions.

Holders
224
Holders Change
+23
Holders Change %
+11.44%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
38
Increased
86
Reduced
70
Closed
11
Calls
$809K
Puts
$1.89M
Net Calls
-$1.08M
Net Calls Change
-$311K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$294M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.5M
3
PS
3
Principal Securities
Iowa
$14.4M
4
GXJ
4
Global X Japan
Japan
$9.64M
5
OMC
5
Old Mission Capital
Illinois
$7.99M

Top Sellers

1
PPW
1
Pasadena Private Wealth
California
$1.26M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$39.5M
3
Wells Fargo
3
Wells Fargo
California
$17.5M
4
CI
4
Cavalier Investments
Georgia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
101
Lido Advisors
California
$785K 19,754 -14,797 -43%
CPC
102
Consolidated Planning Corp
Georgia
$783K 19,856 -3,291 -14%
PIA
103
Perennial Investment Advisors
California
$779K 19,762 +4,273 +28%
FIA
104
Foundations Investment Advisors
Arizona
$750K 18,792 +238 +1%
ACM
105
Ashford Capital Management
Delaware
$749K 19,000 – –
CA
106
Cetera Advisors
Colorado
$747K 18,934 +2,001 +12%
MWP
107
Madison Wealth Partners
Wisconsin
$735K 18,632 +18,632 New
AAG
108
Armstrong Advisory Group
Massachusetts
$724K 18,365 +9,307 +103%
CPL
109
CAP Partners LLC
Tennessee
$720K 18,259 +18,259 New
MFG
110
MidWestOne Financial Group
Iowa
$706K 17,900 +17,900 New
AIA
111
Armor Investment Advisors
North Carolina
$702K 17,788 -2,410 -12%
BAAM
112
Baker Avenue Asset Management
California
$663K 16,812 +55 +0.3%
DADC
113
D.A. Davidson & Co
Montana
$658K 16,684 +5,404 +48%
IA
114
IFP Advisors
Florida
$648K 16,440 -27,766 -63%
KAS
115
Kestra Advisory Services
Texas
$647K 16,406 +2,060 +14%
EP
116
Eudaimonia Partners
Tennessee
$644K 16,331 -6,096 -27%
KFS
117
Kaizen Financial Strategies
California
$631K 16,008 +6,253 +64%
NRI
118
NFP Retirement Inc
California
$623K 15,808 -21,845 -58%
PTC
119
Private Trust Company
Ohio
$616K 15,626 +4 +0%
GM
120
GeoWealth Management
Illinois
$604K 15,334 -1,938 -11%
SC
121
Sapient Capital
Indiana
$593K 14,935 +14,935 New
LA
122
Lifeworks Advisors
Michigan
$586K 14,851 – –
HighTower Advisors
123
HighTower Advisors
Illinois
$552K 13,992 +13,992 New
Corient Private Wealth
124
Corient Private Wealth
Florida
$542K 13,738 -86 -0.6%
AWA
125
Arete Wealth Advisors
Illinois
$540K 13,691 +13,691 New
3 4
5
6 7