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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$25.5M
2
CF
Centaurus Financial
California
$1.85M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.22M
4
XF
XML Financial
Maryland
$0
5
Morgan Stanley
Morgan Stanley
New York
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
126
Herold Advisors
New York
$469K – – –
FG
127
Fairman Group
Pennsylvania
$448K +$448K +11,000 New
SPIA
128
Steward Partners Investment Advisory
New York
$445K +$365K +9,033 +456%
MF
129
Manchester Financial
California
$443K -$4.73K -117 -1%
SCA
130
Snowden Capital Advisors
New York
$442K +$85.6K +2,102 +24%
AIA
131
Armor Investment Advisors
North Carolina
$426K -$175K -4,330 -29%
GM
132
GeoWealth Management
Illinois
$410K -$89.6K -2,217 -18%
LA
133
Lifeworks Advisors
Michigan
$395K -$70.6K -1,747 -15%
AFP
134
Ausdal Financial Partners
Iowa
$389K +$96.4K +2,385 +33%
MFIM
135
Mesirow Financial Investment Management
Illinois
$383K +$4.69K +116 +1%
SWP
136
Semus Wealth Partners
Florida
$376K -$56.4K -1,396 -13%
SL
137
Salomon & Ludwin
Virginia
$374K -$1.09K -27 -0.3%
MAM
138
Milestone Asset Management
Pennsylvania
$365K +$1.21K +30 +0.3%
HWM
139
Howard Wealth Management
Connecticut
$358K +$107K +2,655 +43%
MFG
140
MidWestOne Financial Group
Iowa
$340K – – –
APW
141
Atlantic Private Wealth
North Carolina
$338K – – –
AMG
142
Advisors Management Group
Wisconsin
$324K +$324K +8,007 New
SFP
143
Sandbox Financial Partners
Maryland
$308K +$24.7K +612 +9%
WCG
144
Weaver Consulting Group
California
$305K -$55K -1,361 -15%
Envestnet Portfolio Solutions
145
Envestnet Portfolio Solutions
Illinois
$300K -$4.61K -114 -2%
KPWS
146
Kestra Private Wealth Services
Texas
$293K -$19.6K -486 -6%
S4W
147
Solutions 4 Wealth
Texas
$290K +$4.41K +109 +2%
AAP
148
Arax Advisory Partners
Colorado
$289K +$4.45K +110 +2%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$285K -$1.58K -39 -0.6%
PA
150
PSI Advisors
Florida
$283K +$13.6K +337 +5%
4 5
6
7 8