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Global X S&P 500 Covered Call ETF

180 hedge funds and large institutions have $807M invested in Global X S&P 500 Covered Call ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
30
Increased
86
Reduced
45
Closed
20
Calls
$2.63M
Puts
$1.67M
Net Calls
+$968K
Net Calls Change
-$289K
Name Holding Trade Value Shares
Change
Shares
Change %
AA
151
AlphaMark Advisors
Kentucky
$82K
William Blair & Company
152
William Blair & Company
Illinois
$75.5K +$2.96K +73 +4%
CT
153
Cambridge Trust
Massachusetts
$71.7K
ACA
154
Aptus Capital Advisors
Alabama
$70.8K +$15K +370 +27%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$68.5K -$3.52K -87 -5%
CIAS
156
Capital Investment Advisory Services
North Carolina
$56.5K -$9.44K -233 -14%
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$53.7K +$3.81K +94 +8%
GRP
158
Global Retirement Partners
California
$51.3K +$4.39K +109 +9%
US Bancorp
159
US Bancorp
Minnesota
$34.3K
AF
160
Advisornet Financial
Minnesota
$32.8K +$1.3K +32 +4%
FCA
161
Fortis Capital Advisors
Kansas
$30.4K
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$29K +$4.23K +104 +17%
TPCW
163
TD Private Client Wealth
New York
$28.4K -$13.8K -340 -33%
AAG
164
Armstrong Advisory Group
Massachusetts
$24.3K +$24.3K +600 New
RG
165
Retirement Group
California
$22K
SPIA
166
Steward Partners Investment Advisory
New York
$20.3K
RF
167
Robbins Farley
New Hampshire
$20.3K +$20.3K +500 New
CWA
168
Clearview Wealth Advisors
Oregon
$19.6K -$8.91K -220 -31%
NC
169
NewSquare Capital
Pennsylvania
$18.8K
EWM
170
EPG Wealth Management
Georgia
$18.6K
HNB
171
Huntington National Bank
Ohio
$16.9K -$16.4K
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.2K +$6.08K +150 +100%
BCMLT
173
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.1K
CIA
174
Cape Investment Advisory
Georgia
$8.1K +$8.1K +200 New
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$6.51K +$2.37K +58,520 +57%