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

195 hedge funds and large institutions have $1.04B invested in Global X S&P 500 Covered Call ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+15
Holders Change %
+8.33%
% of All Funds
3.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
88
Reduced
55
Closed
18
Calls
$1.28M
Puts
$590K
Net Calls
+$687K
Net Calls Change
-$281K

Top Buyers

1
NAM
Nissay Asset Management
Japan
$185M
2
LPL Financial
LPL Financial
California
$87.9M
3
Goldman Sachs
Goldman Sachs
New York
$13.5M
4
CIA
Caerus Investment Advisors
Texas
$11.5M
5
Wells Fargo
Wells Fargo
California
$23.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$61M
2
Morgan Stanley
Morgan Stanley
New York
$154M
3
IHWM
Iron Horse Wealth Management
Iowa
$1.06M
4
T
TRUADVICE
Florida
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
126
D.A. Davidson & Co
Montana
$364K +$364K +8,865 New
APW
127
Atlantic Private Wealth
North Carolina
$343K +$343K +8,354 New
AWM
128
Accel Wealth Management
Iowa
$335K +$11.8K +287 +4%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$318K -$39.3K -957 -11%
MAM
130
Milestone Asset Management
Pennsylvania
$307K +$3.65K +89 +1%
PAG
131
Private Advisory Group
Washington
$297K +$37.3K +909 +14%
AWM
132
Atticus Wealth Management
Florida
$288K -$246 -6 -0.1%
RA
133
RFG Advisory
Alabama
$287K +$6.16K +150 +2%
WSTAM
134
Wilbanks Smith & Thomas Asset Management
Virginia
$285K – – –
Wolverine Trading
135
Wolverine Trading
Illinois
$282K +$282K +6,904 New
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$273K +$18.8K +459 +7%
AAP
137
Arax Advisory Partners
Colorado
$269K +$6.45K +157 +2%
IAA
138
Independent Advisor Alliance
North Carolina
$261K +$5.99K +146 +2%
KPWS
139
Kestra Private Wealth Services
Texas
$251K +$251K +6,119 New
SWP
140
Semus Wealth Partners
Florida
$246K +$18.2K +443 +8%
CAAS
141
Capital Asset Advisory Services
Michigan
$231K -$64.7K -1,561 -22%
FFA
142
First Foundation Advisors
California
$225K -$538K -13,113 -71%
AFP
143
Ausdal Financial Partners
Iowa
$222K +$222K +5,401 New
LFAS
144
Level Four Advisory Services
Texas
$219K +$4.11K +100 +2%
OMC
145
Old Mission Capital
Illinois
$216K -$1.41M -34,316 -87%
WP
146
WealthSpring Partners
California
$216K -$8.21K -200 -4%
PA
147
PSI Advisors
Florida
$215K +$215K +5,238 New
HighTower Advisors
148
HighTower Advisors
Illinois
$211K +$211K +5,137 New
SWM
149
Stockman Wealth Management
Montana
$206K +$206K +5,025 New
APA
150
Astoria Portfolio Advisors
New York
$203K -$7.2K -174 -3%
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