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

222 hedge funds and large institutions have $1.09B invested in Global X S&P 500 Covered Call ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.22%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
26
Increased
85
Reduced
81
Closed
27
Calls
$1.45M
Puts
$1.31M
Net Calls
+$139K
Net Calls Change
+$1.22M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$38.5M
2
LPL Financial
2
LPL Financial
California
$112M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$15.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.4M
5
Bank of America
5
Bank of America
North Carolina
$79.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$147M
2
CF
2
Centaurus Financial
California
$12M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$62K
4
HW
4
Hamilton Wealth
California
$0
5
UBS Group
5
UBS Group
Switzerland
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
S4W
151
Solutions 4 Wealth
Texas
$288K +$8.57K +210 +3%
RPSA
152
Richard P. Slaughter Associates
Texas
$288K -$8.34M -204,584 -97%
AAP
153
Arax Advisory Partners
Colorado
$287K +$8.61K +211 +3%
SFP
154
Sandbox Financial Partners
Maryland
$286K +$286K +7,007 New
National Bank of Canada
155
National Bank of Canada
Quebec, Canada
$286K -$15.4K -381 -5%
GS
156
GTS Securities
New York
$284K +$284K +6,956 New
WSTAM
157
Wilbanks Smith & Thomas Asset Management
Virginia
$283K – – –
PA
158
PSI Advisors
Florida
$272K +$28.5K +699 +12%
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$269K +$269K +6,605 New
AWM
160
AE Wealth Management
Kansas
$257K -$6.68M -163,825 -96%
HWM
161
Howard Wealth Management
Connecticut
$253K +$253K +6,208 New
FHC
162
First Heartland Consultants
Missouri
$239K +$239K +5,870 New
TWM
163
TriaGen Wealth Management
California
$230K – – –
MIM
164
Moseley Investment Management
Florida
$228K -$7.75K -190 -3%
AWM
165
Accurate Wealth Management
Florida
$227K +$10.7K +269 +5%
FAIM
166
Financial Advocates Investment Management
Washington
$226K -$166K -4,081 -42%
KIA
167
KCM Investment Advisors
California
$226K – – –
SWM
168
Stockman Wealth Management
Montana
$220K +$6.61K +162 +3%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$218K +$4.07K +100 +2%
CPRC
170
Consolidated Portfolio Review Corp
New York
$216K +$216K +5,285 New
SS
171
Sunbelt Securities
Texas
$208K – – –
VCWA
172
Vanguard Capital Wealth Advisors
Colorado
$204K +$204K +4,992 New
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$201K +$201K +4,917 New
CIAS
174
Capital Investment Advisory Services
North Carolina
$183K +$126K +3,092 +222%
FWP
175
FAS Wealth Partners
Kansas
$166K +$4.98K +122 +3%
5 6
7
8 9