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

223 hedge funds and large institutions have $1.09B invested in Global X S&P 500 Covered Call ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
24
Increased
97
Reduced
73
Closed
27
Calls
$1.22M
Puts
$618K
Net Calls
+$606K
Net Calls Change
+$79K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$120M
2
Morgan Stanley
2
Morgan Stanley
New York
$162M
3
PCP
3
Proficio Capital Partners
Massachusetts
$7M
4
LPL Financial
4
LPL Financial
California
$133M
5
GLA
5
Good Life Advisors
Pennsylvania
$7.44M

Top Sellers

1
NAM
1
Nissay Asset Management
Japan
$68.6M
2
OSNBOA
2
Old Second National Bank of Aurora
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
HW
4
Hamilton Wealth
California
$10.5M
5
RSA
5
River Street Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
151
Sandbox Financial Partners
Maryland
$317K +$789 +19 +0.2%
S4W
152
Solutions 4 Wealth
Texas
$308K +$9.75K +235 +3%
AAP
153
Arax Advisory Partners
Colorado
$307K +$9.79K +236 +3%
DA
154
Detalus Advisors
Missouri
$302K +$88.7K +2,138 +42%
WCG
155
Weaver Consulting Group
California
$301K -$12K -289 -4%
FFA
156
First Foundation Advisors
California
$293K -$520K -12,525 -64%
CA
157
Clearstead Advisors
Ohio
$288K – – –
CIAS
158
Capital Investment Advisory Services
North Carolina
$266K +$28.3K +683 +12%
TC
159
Trilogy Capital
California
$257K +$41.8K +1,008 +19%
FHC
160
First Heartland Consultants
Missouri
$256K +$8.19K +197 +3%
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$251K -$26.4K -636 -10%
SWM
162
Stockman Wealth Management
Montana
$235K +$7.47K +180 +3%
TWM
163
TriaGen Wealth Management
California
$234K – – –
SS
164
Sunbelt Securities
Texas
$231K +$19K +458 +9%
KIA
165
KCM Investment Advisors
California
$230K – – –
PCS
166
Private Client Services
Kentucky
$227K +$18K +433 +9%
MPWS
167
McCarter Private Wealth Services
Massachusetts
$225K +$225K +5,425 New
SPIA
168
Steward Partners Investment Advisory
New York
$224K -$233K -5,611 -51%
TI
169
TrueMark Investments
Illinois
$223K -$50.1K -1,208 -18%
QP
170
Quartz Partners
New York
$222K +$222K +5,360 New
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$211K -$81.2K -1,957 -28%
WTC
172
WhitTier Trust Company
Nevada
$210K +$210K +5,058 New
GVAG
173
Great Valley Advisor Group
Delaware
$208K +$208K +5,001 New
FCBT
174
First Citizens Bank & Trust
North Carolina
$202K +$202K +4,870 New
PCA
175
Prosperity Capital Advisors
Ohio
$201K +$201K +4,841 New
5 6
7
8 9