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

222 hedge funds and large institutions have $1.09B invested in Global X S&P 500 Covered Call ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.22%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
26
Increased
85
Reduced
81
Closed
27
Calls
$1.45M
Puts
$1.31M
Net Calls
+$139K
Net Calls Change
+$1.22M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$38.5M
2
LPL Financial
2
LPL Financial
California
$112M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$15.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.4M
5
Bank of America
5
Bank of America
North Carolina
$79.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$147M
2
CF
2
Centaurus Financial
California
$12M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$62K
4
HW
4
Hamilton Wealth
California
$0
5
UBS Group
5
UBS Group
Switzerland
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
101
Baker Avenue Asset Management
California
$690K +$4.16K +102 +0.6%
AUB
102
Atlantic Union Bankshares
Virginia
$684K -$255K -6,261 -27%
IHWM
103
Iron Horse Wealth Management
Iowa
$676K -$264K -6,482 -28%
CPL
104
CAP Partners LLC
Tennessee
$673K -$71.8K -1,761 -10%
NFG
105
Nations Financial Group
Iowa
$647K +$101K +2,473 +18%
RFN
106
Redwood Financial Network
Ohio
$643K +$101K +2,475 +19%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$640K -$1.95M -47,850 -75%
PTC
108
Private Trust Company
Ohio
$637K – – –
SWP
109
Significant Wealth Partners
Illinois
$627K -$833K -20,410 -57%
SC
110
Sapient Capital
Indiana
$609K – – –
AIA
111
Armor Investment Advisors
North Carolina
$606K -$119K -2,926 -16%
Lido Advisors
112
Lido Advisors
California
$584K -$222K -5,439 -28%
EP
113
Eudaimonia Partners
Tennessee
$583K -$82.8K -2,030 -12%
AWA
114
Arete Wealth Advisors
Illinois
$582K +$23.7K +580 +4%
FIA
115
Foundations Investment Advisors
Arizona
$558K -$208K -5,102 -27%
ACA
116
Aptus Capital Advisors
Alabama
$558K +$530K +12,987 +1,893%
Wealthfront Advisers
117
Wealthfront Advisers
California
$554K +$264K +6,481 +91%
Corient Private Wealth
118
Corient Private Wealth
Florida
$544K -$16.2K -398 -3%
OC
119
Oppenheimer & Co
New York
$529K -$5.75K -141 -1%
CCAL
120
City Center Advisors LLC
Michigan
$524K +$524K +12,844 New
FFA
121
Founders Financial Alliance
North Carolina
$524K +$60.4K +1,480 +13%
IA
122
IFP Advisors
Florida
$516K -$155K -3,797 -23%
ATFA
123
All Terrain Financial Advisors
Minnesota
$506K +$506K +12,400 New
GM
124
GeoWealth Management
Illinois
$504K -$122K -2,984 -19%
KWM
125
Kingsview Wealth Management
Oregon
$502K +$27.3K +670 +6%
3 4
5
6 7