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

Top Sellers

1
NAM
Nissay Asset Management
Japan
$68.6M
2
OSNBOA
Old Second National Bank of Aurora
Illinois
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24M
4
HW
Hamilton Wealth
California
$10.5M
5
RSA
River Street Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
126
Curtis Advisory Group
California
$487K – – –
Corient Private Wealth
127
Corient Private Wealth
Florida
$483K -$539 -13 -0.1%
HA
128
Herold Advisors
New York
$481K – – –
Citadel Advisors
129
Citadel Advisors
Florida
$462K +$462K +11,136 New
MF
130
Manchester Financial
California
$455K +$1.04K +25 +0.2%
SCA
131
Snowden Capital Advisors
New York
$454K +$3.49K +84 +0.8%
HWM
132
Howard Wealth Management
Connecticut
$452K +$83.8K +2,019 +23%
GM
133
GeoWealth Management
Illinois
$446K +$25K +602 +6%
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$436K +$129K +3,108 +42%
AAS
135
Annex Advisory Services
Wisconsin
$416K +$416K +10,026 New
AMG
136
Advisors Management Group
Wisconsin
$412K +$79.4K +1,910 +24%
NRI
137
NFP Retirement Inc
California
$407K +$196K +4,722 +93%
LA
138
Lifeworks Advisors
Michigan
$399K -$6.23K -150 -2%
CPRC
139
Consolidated Portfolio Review Corp
New York
$394K +$126K +3,033 +47%
AIA
140
Armor Investment Advisors
North Carolina
$389K -$47.7K -1,150 -11%
SL
141
Salomon & Ludwin
Virginia
$383K -$1.25K -30 -0.3%
WIA
142
World Investment Advisors
California
$382K +$382K +9,209 New
RW
143
Rockport Wealth
Ohio
$377K +$377K +9,096 New
FHA
144
Flagship Harbor Advisors
Massachusetts
$377K +$377K +9,086 New
MAM
145
Milestone Asset Management
Pennsylvania
$372K -$2.62K -63 -0.7%
PA
146
PSI Advisors
Florida
$360K +$69.8K +1,682 +24%
APW
147
Atlantic Private Wealth
North Carolina
$347K – – –
KPWS
148
Kestra Private Wealth Services
Texas
$336K +$34.6K +834 +11%
RFM
149
Royal Fund Management
Florida
$329K +$329K +7,932 New
SWP
150
Semus Wealth Partners
Florida
$326K -$59.6K -1,435 -15%
4 5
6
7 8