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Global X S&P 500 Covered Call ETF

201 hedge funds and large institutions have $1.05B invested in Global X S&P 500 Covered Call ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+6
Holders Change %
+3.08%
% of All Funds
3.2%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
27
Increased
100
Reduced
51
Closed
20
Calls
$740K
Puts
$1.51M
Net Calls
-$769K
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$228K +$142K +3,524 +164%
KPWS
152
Kestra Private Wealth Services
Texas
$220K -$18.4K -473 -8%
TWM
153
TriaGen Wealth Management
California
$219K +$28.9K +744 +15%
LFAS
154
Level Four Advisory Services
Texas
$216K +$7.93K +204 +4%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$212K -$89.4K -2,298 -30%
AWM
156
Atticus Wealth Management
Florida
$208K -$65.2K -1,676 -24%
WP
157
WealthSpring Partners
California
$204K
PA
158
PSI Advisors
Florida
$204K
SWM
159
Stockman Wealth Management
Montana
$200K +$4.9K +126 +3%
SS
160
Sunbelt Securities
Texas
$199K +$9.72K +250 +5%
PG
161
Proffitt & Goodson
Tennessee
$157K
FWP
162
FAS Wealth Partners
Kansas
$151K +$151K +3,872 New
SWM
163
Spire Wealth Management
Virginia
$109K -$38.9K -1,000 -26%
CWC
164
Carolinas Wealth Consulting
North Carolina
$84.9K
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$84K +$2.73K +70 +3%
AA
166
AlphaMark Advisors
Kentucky
$78K -$390 -10 -0.5%
SPIA
167
Steward Partners Investment Advisory
New York
$77K +$33.6K +865 +78%
CWA
168
Core Wealth Advisors
Florida
$70.2K -$17.5K -450 -20%
GRP
169
Global Retirement Partners
California
$66.5K +$16.5K +427 +33%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$63.3K +$583 +15 +0.9%
FCA
171
FinTrust Capital Advisors
South Carolina
$56.4K +$56.4K +1,450 New
CIAS
172
Capital Investment Advisory Services
North Carolina
$54.3K
NS
173
NBC Securities
Alabama
$54K +$54K +1,398 New
ACA
174
Aptus Capital Advisors
Alabama
$53.6K
US Bancorp
175
US Bancorp
Minnesota
$47.2K +$14.3K +367 +43%