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

226 hedge funds and large institutions have $1.14B invested in Global X S&P 500 Covered Call ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
3.29%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
37
Increased
87
Reduced
68
Closed
26
Calls
$1.15M
Puts
$623K
Net Calls
+$527K
Net Calls Change
+$388K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$99.2M
2
LPL Financial
2
LPL Financial
California
$125M
3
HW
3
Hamilton Wealth
California
$13.6M
4
OCM
4
One Capital Management
California
$8.97M
5
HIP
5
HUB Investment Partners
Texas
$12.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25.5M
2
CF
2
Centaurus Financial
California
$1.85M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.22M
4
XF
4
XML Financial
Maryland
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
101
Sanctuary Advisors
Indiana
$701K +$701K +17,529 New
BAAM
102
Baker Avenue Asset Management
California
$686K +$2.14K +53 +0.3%
YIH
103
Y-Intercept (HK)
Hong Kong
$668K +$307K +7,594 +85%
NFG
104
Nations Financial Group
Iowa
$664K +$22.2K +550 +3%
CPC
105
Consolidated Planning Corp
Georgia
$660K -$39.1K -968 -6%
ACM
106
Ashford Capital Management
Delaware
$647K -$121K -3,000 -16%
IHWM
107
Iron Horse Wealth Management
Iowa
$637K -$33.2K -820 -5%
RFN
108
Redwood Financial Network
Ohio
$633K -$4.21K -104 -0.7%
PTC
109
Private Trust Company
Ohio
$632K – – –
CPL
110
CAP Partners LLC
Tennessee
$617K -$50.1K -1,238 -8%
Wealthfront Advisers
111
Wealthfront Advisers
California
$611K +$62.6K +1,548 +11%
SC
112
Sapient Capital
Indiana
$608K – – –
KA
113
Kovack Advisors
Florida
$588K +$588K +14,540 New
FFA
114
Founders Financial Alliance
North Carolina
$563K +$44.4K +1,098 +9%
ACA
115
Aptus Capital Advisors
Alabama
$563K +$9.74K +241 +2%
FIA
116
Foundations Investment Advisors
Arizona
$558K +$4.16K +103 +0.8%
PAS
117
Park Avenue Securities
New York
$550K +$154K +3,817 +39%
AWA
118
Arete Wealth Advisors
Illinois
$546K -$31.3K -774 -5%
CCAL
119
City Center Advisors LLC
Michigan
$524K – – –
William Blair & Company
120
William Blair & Company
Illinois
$504K +$68.8K +1,701 +16%
KWM
121
Kingsview Wealth Management
Oregon
$497K +$121 +3 +0%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$484K -$371K -9,164 -43%
PCP
123
Proficio Capital Partners
Massachusetts
$480K – – –
CAG
124
Curtis Advisory Group
California
$474K – – –
Corient Private Wealth
125
Corient Private Wealth
Florida
$471K -$68.2K -1,686 -13%
3 4
5
6 7