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

173 hedge funds and large institutions have $1.39B invested in Global X S&P 500 Covered Call ETF in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+21
Holders Change %
+13.82%
% of All Funds
2.79%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
43
Increased
70
Reduced
44
Closed
21
Calls
$4.05M
Puts
$2.79M
Net Calls
+$1.26M
Net Calls Change
+$2.12M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$678M
2
NAM
Nissay Asset Management
Japan
$36.8M
3
HW
Hamilton Wealth
California
$17.4M
4
Morgan Stanley
Morgan Stanley
New York
$153M
5
LPL Financial
LPL Financial
California
$55.4M

Top Sellers

1
BCP
Blue Chip Partners
Michigan
$11M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$41.1M
3
GG
Gofen & Glossberg
Illinois
$775K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.18M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Advisornet Financial
Minnesota
$30.6K -$393K -9,980 -93%
FCA
152
Fortis Capital Advisors
Kansas
$29.5K +$29.5K +750 New
CSPAM
153
Cary Street Partners Asset Management
Virginia
$28.9K +$945 +24 +3%
CWA
154
Clearview Wealth Advisors
Oregon
$27.7K -$15.7K -400 -36%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$24K -$3.47K -88 -13%
MCC
156
Money Concepts Capital
Florida
$23.6K +$23.6K +600 New
RG
157
Retirement Group
California
$22K -$152K -3,800 -87%
SPIA
158
Steward Partners Investment Advisory
New York
$19.7K – – –
AWM
159
Activest Wealth Management
Florida
$19.7K +$19.7K +500 New
NC
160
NewSquare Capital
Pennsylvania
$18.3K -$3.35K -85 -15%
EWM
161
EPG Wealth Management
Georgia
$18.1K – – –
RIA
162
Realta Investment Advisors
Delaware
$16.7K +$16.7K +425 New
HNB
163
Huntington National Bank
Ohio
$16.4K -$16K – –
CA
164
CoreCap Advisors
Michigan
$16.3K +$16.3K +413 New
FWM
165
Focused Wealth Management
New York
$12.4K +$12.4K +315 New
BCMLT
166
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.87K – – –
Fidelity Investments
167
Fidelity Investments
Massachusetts
$7.17K +$7.13K +181 +18,100%
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.91K +$5.91K +150 New
BFEC
169
Benjamin F. Edwards & Company
Missouri
$5K -$6.5K -156 -57%
PAG
170
Private Advisor Group
New Jersey
$4.67K -$1.98K -50,294 -30%
PO
171
Private Ocean
California
$4.23K +$117 +3 +3%
SWM
172
Sugarloaf Wealth Management
Georgia
$4.22K +$39 +1 +0.9%
LFG
173
Larson Financial Group
Missouri
$3.86K +$3.86K +98 New
GI
174
Gradient Investments
Minnesota
$2.21K +$2.21K +56 New
AUB
175
Atlantic Union Bankshares
Virginia
– -$1.39M -36,560 Closed
4 5 6
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