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

223 hedge funds and large institutions have $1.09B invested in Global X S&P 500 Covered Call ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
24
Increased
97
Reduced
73
Closed
27
Calls
$1.22M
Puts
$618K
Net Calls
+$606K
Net Calls Change
+$79K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$120M
2
Morgan Stanley
2
Morgan Stanley
New York
$162M
3
PCP
3
Proficio Capital Partners
Massachusetts
$7M
4
LPL Financial
4
LPL Financial
California
$133M
5
GLA
5
Good Life Advisors
Pennsylvania
$7.44M

Top Sellers

1
NAM
1
Nissay Asset Management
Japan
$68.6M
2
OSNBOA
2
Old Second National Bank of Aurora
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
HW
4
Hamilton Wealth
California
$10.5M
5
RSA
5
River Street Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$670K +$153K +3,694 +30%
NFG
102
Nations Financial Group
Iowa
$665K -$16.2K -390 -2%
ACM
103
Ashford Capital Management
Delaware
$664K – – –
SLWA
104
San Luis Wealth Advisors
California
$656K +$369K +8,876 +128%
PTC
105
Private Trust Company
Ohio
$653K +$4.15K +100 +0.6%
CCAL
106
City Center Advisors LLC
Michigan
$648K +$115K +2,761 +21%
RFN
107
Redwood Financial Network
Ohio
$647K -$3.15K -76 -0.5%
Truist Financial
108
Truist Financial
North Carolina
$635K -$304K -7,319 -32%
CPC
109
Consolidated Planning Corp
Georgia
$634K -$43.9K -1,057 -6%
FFA
110
Founders Financial Alliance
North Carolina
$629K +$50.7K +1,222 +9%
PAS
111
Park Avenue Securities
New York
$624K +$59.7K +1,437 +11%
SC
112
Sapient Capital
Indiana
$620K – – –
EH
113
Equitable Holdings
New York
$610K -$155K -3,734 -20%
CPL
114
CAP Partners LLC
Tennessee
$598K -$35.8K -862 -6%
AFP
115
Ausdal Financial Partners
Iowa
$596K +$197K +4,751 +49%
KA
116
Kovack Advisors
Florida
$591K -$12.4K -299 -2%
KWA
117
Kingswood Wealth Advisors
California
$582K +$582K +14,035 New
Wealthfront Advisers
118
Wealthfront Advisers
California
$579K -$48.1K -1,160 -8%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$578K +$578K +13,938 New
AWA
120
Arete Wealth Advisors
Illinois
$576K +$16.5K +399 +3%
ACA
121
Aptus Capital Advisors
Alabama
$554K -$23.4K -565 -4%
BRWA
122
B. Riley Wealth Advisors
Florida
$547K -$645K -15,580 -54%
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$546K +$499K +12,036 +1,078%
MFIM
124
Mesirow Financial Investment Management
Illinois
$528K +$134K +3,239 +34%
KWM
125
Kingsview Wealth Management
Oregon
$501K -$9.96K -240 -2%
3 4
5
6 7