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

251 hedge funds and large institutions have $1.19B invested in Global X S&P 500 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 105 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+28
Holders Change %
+12.56%
% of All Funds
3.34%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
49
Increased
105
Reduced
67
Closed
17
Calls
$1.92M
Puts
$813K
Net Calls
+$1.11M
Net Calls Change
+$499K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$178M
2
LPL Financial
LPL Financial
California
$150M
3
PCP
Proficio Capital Partners
Massachusetts
$17.4M
4
WWM
WJ Wealth Management
Arizona
$9.57M
5
IAA
Independent Advisor Alliance
North Carolina
$5.8M

Top Sellers

1
OMC
Old Mission Capital
Illinois
$0
2
Jane Street
Jane Street
New York
$0
3
Ameriprise
Ameriprise
Minnesota
$34.9M
4
GLA
Good Life Advisors
Pennsylvania
$4.04M
5
Bank of America
Bank of America
North Carolina
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
151
Salomon & Ludwin
Virginia
$386K – – –
BMWS
152
Brady Martz Wealth Solutions
North Dakota
$384K +$384K +9,160 New
FHA
153
Flagship Harbor Advisors
Massachusetts
$379K -$1.47K -35 -0.4%
JPMorgan Chase & Co
154
JPMorgan Chase & Co
New York
$369K -$182K -4,343 -33%
KPWS
155
Kestra Private Wealth Services
Texas
$368K +$29.5K +703 +9%
AIA
156
Armor Investment Advisors
North Carolina
$368K -$25.3K -603 -6%
APW
157
Atlantic Private Wealth
North Carolina
$350K – – –
NRI
158
NFP Retirement Inc
California
$350K -$60.6K -1,447 -15%
MW
159
Maia Wealth
Colorado
$345K +$345K +8,180 New
PA
160
PSI Advisors
Florida
$343K -$20.9K -498 -6%
S4W
161
Solutions 4 Wealth
Texas
$340K +$30K +715 +10%
DA
162
Detalus Advisors
Missouri
$334K +$29.3K +700 +10%
FCBT
163
First Citizens Bank & Trust
North Carolina
$333K +$129K +3,088 +63%
FHC
164
First Heartland Consultants
Missouri
$331K +$73K +1,742 +28%
AAP
165
Arax Advisory Partners
Colorado
$319K +$9.85K +235 +3%
AIM
166
Advyzon Investment Management
Illinois
$316K +$316K +7,550 New
SFP
167
Sandbox Financial Partners
Maryland
$315K -$4.53K -108 -1%
WCG
168
Weaver Consulting Group
California
$304K – – –
Millennium Management
169
Millennium Management
New York
$303K +$303K +7,235 New
OC
170
Oppenheimer & Co
New York
$301K +$301K +7,187 New
Cerity Partners
171
Cerity Partners
New York
$299K +$299K +7,131 New
FFA
172
First Foundation Advisors
California
$296K – – –
MAM
173
Milestone Asset Management
Pennsylvania
$295K -$80.1K -1,912 -21%
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$295K +$82K +1,957 +38%
CPC
175
Consolidated Planning Corp
Georgia
$295K -$345K -8,232 -54%
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