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

195 hedge funds and large institutions have $1.04B invested in Global X S&P 500 Covered Call ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+15
Holders Change %
+8.33%
% of All Funds
3.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
88
Reduced
55
Closed
18
Calls
$1.28M
Puts
$590K
Net Calls
+$687K
Net Calls Change
-$281K

Top Buyers

1
NAM
1
Nissay Asset Management
Japan
$185M
2
LPL Financial
2
LPL Financial
California
$87.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$13.5M
4
CIA
4
Caerus Investment Advisors
Texas
$11.5M
5
Wells Fargo
5
Wells Fargo
California
$23.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$61M
2
Morgan Stanley
2
Morgan Stanley
New York
$154M
3
IHWM
3
Iron Horse Wealth Management
Iowa
$1.06M
4
T
4
TRUADVICE
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
151
TriaGen Wealth Management
California
$201K +$201K +4,900 New
SS
152
Sunbelt Securities
Texas
$199K – – –
PG
153
Proffitt & Goodson
Tennessee
$166K -$14.6K -356 -8%
TRCT
154
Tower Research Capital (TRC)
New York
$165K -$380K -9,250 -70%
WAM
155
Worth Asset Management
Texas
$157K +$20.2K +492 +15%
SWM
156
Spire Wealth Management
Virginia
$156K – – –
GWM
157
Geneos Wealth Management
Colorado
$141K -$503K -12,261 -78%
CWA
158
Core Wealth Advisors
Florida
$92.6K +$92.6K +2,255 New
CWC
159
Carolinas Wealth Consulting
North Carolina
$91.2K – – –
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$88.2K – – –
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$86K +$56.6K +1,375 +193%
AA
162
AlphaMark Advisors
Kentucky
$83K -$619 -15 -0.7%
JPMorgan Chase & Co
163
JPMorgan Chase & Co
New York
$78.2K -$112K -2,730 -59%
William Blair & Company
164
William Blair & Company
Illinois
$74.4K -$2.14K -52 -3%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$66.2K -$3.24K -79 -5%
CIAS
166
Capital Investment Advisory Services
North Carolina
$57.3K – – –
ACA
167
Aptus Capital Advisors
Alabama
$56.5K -$15.2K -370 -21%
GRP
168
Global Retirement Partners
California
$53.1K +$780 +19 +1%
SPIA
169
Steward Partners Investment Advisory
New York
$45.8K +$25.3K +616 +123%
OP
170
ORG Partners
Indiana
$42K +$42K +1,025 New
RMA
171
Roffman Miller Associates
Pennsylvania
$41.1K +$41.1K +1,000 New
RIA
172
Realta Investment Advisors
Delaware
$38.9K +$38.9K +948 New
US Bancorp
173
US Bancorp
Minnesota
$34.7K – – –
AF
174
Advisornet Financial
Minnesota
$34K +$780 +19 +2%
TPCW
175
TD Private Client Wealth
New York
$28.4K -$328 -8 -1%
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