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

226 hedge funds and large institutions have $1.14B invested in Global X S&P 500 Covered Call ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
3.29%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
37
Increased
87
Reduced
68
Closed
26
Calls
$1.15M
Puts
$623K
Net Calls
+$527K
Net Calls Change
+$388K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$99.2M
2
LPL Financial
2
LPL Financial
California
$125M
3
HW
3
Hamilton Wealth
California
$13.6M
4
OCM
4
One Capital Management
California
$8.97M
5
HIP
5
HUB Investment Partners
Texas
$12.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25.5M
2
CF
2
Centaurus Financial
California
$1.85M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.22M
4
XF
4
XML Financial
Maryland
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Clearstead Advisors
Ohio
$280K +$280K +6,934 New
SLWA
152
San Luis Wealth Advisors
California
$280K +$280K +6,921 New
IAIM
153
International Assets Investment Management
Florida
$272K +$272K +6,730 New
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$270K +$3.07K +76 +1%
TI
155
TrueMark Investments
Illinois
$266K +$266K +6,576 New
Millennium Management
156
Millennium Management
New York
$265K +$265K +6,563 New
CPRC
157
Consolidated Portfolio Review Corp
New York
$262K +$47.9K +1,185 +22%
GS
158
GTS Securities
New York
$240K -$41.2K -1,019 -15%
AWM
159
Accurate Wealth Management
Florida
$235K +$1.06K +26 +0.5%
CIAS
160
Capital Investment Advisory Services
North Carolina
$231K +$49.6K +1,228 +27%
TWM
161
TriaGen Wealth Management
California
$228K – – –
KIA
162
KCM Investment Advisors
California
$224K – – –
SWM
163
Stockman Wealth Management
Montana
$222K +$3.44K +85 +2%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$217K – – –
IA
165
IFP Advisors
Florida
$213K -$298K -7,363 -58%
TC
166
Trilogy Capital
California
$209K +$209K +5,175 New
DA
167
Detalus Advisors
Missouri
$208K +$208K +5,140 New
SS
168
Sunbelt Securities
Texas
$206K – – –
NRI
169
NFP Retirement Inc
California
$205K -$136K -3,366 -40%
PCS
170
Private Client Services
Kentucky
$204K +$204K +5,044 New
PG
171
Proffitt & Goodson
Tennessee
$163K – – –
T
172
Tidemark
California
$163K +$1.25K +31 +0.8%
MIA
173
MeadowBrook Investment Advisors
Michigan
$160K – – –
AF
174
Advisornet Financial
Minnesota
$153K +$153K +3,793 New
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$124K +$30K +744 +32%
5 6
7
8 9