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

224 hedge funds and large institutions have $1.23B invested in Global X S&P 500 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 70 reducing their positions, and 11 closing their positions.

Holders
224
Holders Change
+23
Holders Change %
+11.44%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
38
Increased
86
Reduced
70
Closed
11
Calls
$809K
Puts
$1.89M
Net Calls
-$1.08M
Net Calls Change
-$311K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$294M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.5M
3
OMC
3
Old Mission Capital
Illinois
$7.99M
4
IWM
4
IHT Wealth Management
Illinois
$12.3M
5
CF
5
Centaurus Financial
California
$28.4M

Top Sellers

1
PPW
1
Pasadena Private Wealth
California
$1.26M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$39.5M
3
Wells Fargo
3
Wells Fargo
California
$17.5M
4
CI
4
Cavalier Investments
Georgia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
151
Snowden Capital Advisors
New York
$343K -$39.4K -1,000 -10%
Qube Research & Technologies (QRT)
152
Qube Research & Technologies (QRT)
United Kingdom
$340K +$106K +2,678 +45%
Millennium Management
153
Millennium Management
New York
$331K +$331K +8,403 New
APW
154
Atlantic Private Wealth
North Carolina
$329K – – –
JFG
155
Jefferies Financial Group
New York
$327K +$327K +8,300 New
AFP
156
Ausdal Financial Partners
Iowa
$306K -$3.94K -100 -1%
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$294K +$23.5K +596 +9%
IAA
158
Independent Advisor Alliance
North Carolina
$288K +$31.2K +792 +12%
MWM
159
Mattern Wealth Management
Kansas
$287K +$11.8K +300 +4%
Wealthfront Advisers
160
Wealthfront Advisers
California
$280K +$280K +7,089 New
P
161
&Partners
Tennessee
$277K +$277K +7,016 New
CA
162
Cornerstone Advisory
Maryland
$276K +$276K +7,000 New
WSTAM
163
Wilbanks Smith & Thomas Asset Management
Virginia
$273K – – –
S4W
164
Solutions 4 Wealth
Texas
$270K +$270K +6,856 New
AAP
165
Arax Advisory Partners
Colorado
$269K +$4.54K +115 +2%
MFIM
166
Mesirow Financial Investment Management
Illinois
$261K +$261K +6,614 New
KPWS
167
Kestra Private Wealth Services
Texas
$250K +$27.5K +696 +12%
AWM
168
Axxcess Wealth Management
California
$246K +$11.8K +298 +5%
CAAS
169
Capital Asset Advisory Services
Michigan
$246K +$19.2K +486 +8%
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$242K -$78K -1,977 -24%
PA
171
PSI Advisors
Florida
$235K +$28.8K +729 +14%
MIM
172
Moseley Investment Management
Florida
$228K +$228K +5,789 New
TWM
173
TriaGen Wealth Management
California
$223K – – –
KIA
174
KCM Investment Advisors
California
$218K +$218K +5,533 New
AWM
175
Accurate Wealth Management
Florida
$216K +$216K +5,444 New
5 6
7
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