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

224 hedge funds and large institutions have $1.23B invested in Global X S&P 500 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+23
Holders Change %
+11.44%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
38
Increased
86
Reduced
70
Closed
11
Calls
$809K
Puts
$1.89M
Net Calls
-$1.08M
Net Calls Change
-$311K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$294M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.5M
3
OMC
Old Mission Capital
Illinois
$7.99M
4
IWM
IHT Wealth Management
Illinois
$12.3M
5
CF
Centaurus Financial
California
$28.4M

Top Sellers

1
PPW
Pasadena Private Wealth
California
$1.26M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$39.5M
3
Wells Fargo
Wells Fargo
California
$17.5M
4
CI
Cavalier Investments
Georgia
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
126
Nations Financial Group
Iowa
$528K +$25.8K +655 +5%
KA
127
Kovack Advisors
Florida
$527K +$527K +13,359 New
RFN
128
Redwood Financial Network
Ohio
$524K +$13.7K +348 +3%
OC
129
Oppenheimer & Co
New York
$517K +$15.2K +385 +3%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$513K +$289K +7,314 +129%
Wolverine Trading
131
Wolverine Trading
Illinois
$497K +$136K +3,439 +38%
FHA
132
Flagship Harbor Advisors
Massachusetts
$497K -$61.3K -1,555 -11%
MF
133
Manchester Financial
California
$487K -$21.4K -542 -4%
EA
134
Eudaimonia Advisors
Tennessee
$485K -$21.1K -534 -4%
CAG
135
Curtis Advisory Group
California
$463K -$56K -1,420 -11%
KWM
136
Kingsview Wealth Management
Oregon
$459K +$32K +812 +8%
HA
137
Herold Advisors
New York
$457K – – –
BPA
138
Beacon Pointe Advisors
California
$452K -$23.7K -600 -5%
FFA
139
Founders Financial Alliance
North Carolina
$448K +$50.2K +1,274 +13%
IAIM
140
International Assets Investment Management
Florida
$444K +$444K +12,635 New
SWP
141
Semus Wealth Partners
Florida
$443K +$2.25K +57 +0.5%
SPC
142
Sigma Planning Corp
Michigan
$437K -$82.3K -2,086 -16%
FAIM
143
Financial Advocates Investment Management
Washington
$436K -$893K -19,734 -67%
MAM
144
Milestone Asset Management
Pennsylvania
$426K +$29.5K +747 +7%
William Blair & Company
145
William Blair & Company
Illinois
$388K +$68.9K +1,748 +22%
AFG
146
Alterity Financial Group
Maine
$387K – – –
WCG
147
Weaver Consulting Group
California
$377K -$42.3K -1,073 -10%
TSS
148
Two Sigma Securities
New York
$362K +$362K +9,183 New
SL
149
Salomon & Ludwin
Virginia
$361K – – –
YIH
150
Y-Intercept (HK)
Hong Kong
$350K +$350K +8,885 New
4 5
6
7 8