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

201 hedge funds and large institutions have $1.05B invested in Global X S&P 500 Covered Call ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+6
Holders Change %
+3.08%
% of All Funds
3.2%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
27
Increased
100
Reduced
51
Closed
20
Calls
$740K
Puts
$1.51M
Net Calls
-$769K
Net Calls Change
-$1.46M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$71.3M
2
OCM
One Capital Management
California
$8.86M
3
LPL Financial
LPL Financial
California
$92M
4
RPSA
Richard P. Slaughter Associates
Texas
$7.91M
5
Ameriprise
Ameriprise
Minnesota
$27.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
BCP
Blue Chip Partners
Michigan
$875K
3
PPW
Pasadena Private Wealth
California
$19.7M
4
HW
Hamilton Wealth
California
$13M
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
126
Founders Financial Alliance
North Carolina
$392K +$194 +5 +0%
MAM
127
Milestone Asset Management
Pennsylvania
$391K +$100K +2,571 +34%
Kayne Anderson Rudnick Investment Management
128
Kayne Anderson Rudnick Investment Management
California
$388K +$388K +9,991 New
AFG
129
Alterity Financial Group
Maine
$382K +$18.5K +475 +5%
KFS
130
Kaizen Financial Strategies
California
$379K -$32K -822 -8%
SCA
131
Snowden Capital Advisors
New York
$377K -$57.8K -1,486 -13%
SL
132
Salomon & Ludwin
Virginia
$361K – – –
Wolverine Trading
133
Wolverine Trading
Illinois
$357K +$88.1K +2,266 +33%
AAG
134
Armstrong Advisory Group
Massachusetts
$352K +$329K +8,458 +1,410%
GVAG
135
Great Valley Advisor Group
Delaware
$346K -$77.6K -1,995 -18%
WW
136
Westshore Wealth
California
$338K +$338K +8,704 New
APW
137
Atlantic Private Wealth
North Carolina
$325K – – –
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$316K +$316K +8,117 New
William Blair & Company
139
William Blair & Company
Illinois
$315K +$244K +6,279 +347%
AWM
140
Accel Wealth Management
Iowa
$312K -$5.64K -145 -2%
AFP
141
Ausdal Financial Partners
Iowa
$306K +$95.8K +2,464 +46%
MWM
142
Mattern Wealth Management
Kansas
$271K +$271K +6,965 New
WSTAM
143
Wilbanks Smith & Thomas Asset Management
Virginia
$270K – – –
National Bank of Canada
144
National Bank of Canada
Quebec, Canada
$267K +$8.35K +215 +3%
AAP
145
Arax Advisory Partners
Colorado
$261K +$6.42K +165 +3%
IAA
146
Independent Advisor Alliance
North Carolina
$253K +$5.95K +153 +2%
FFA
147
First Foundation Advisors
California
$251K +$38.5K +991 +18%
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$231K +$229K +5,894 +11,557%
AWM
149
Axxcess Wealth Management
California
$231K +$231K +5,933 New
CAAS
150
Capital Asset Advisory Services
Michigan
$228K +$6.19K +156 +3%
4 5
6
7 8