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

173 hedge funds and large institutions have $1.39B invested in Global X S&P 500 Covered Call ETF in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+21
Holders Change %
+13.82%
% of All Funds
2.79%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
43
Increased
70
Reduced
44
Closed
21
Calls
$4.05M
Puts
$2.79M
Net Calls
+$1.26M
Net Calls Change
+$2.12M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$678M
2
NAM
2
Nissay Asset Management
Japan
$36.8M
3
HW
3
Hamilton Wealth
California
$17.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$153M
5
LPL Financial
5
LPL Financial
California
$55.4M

Top Sellers

1
BCP
1
Blue Chip Partners
Michigan
$11M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$41.1M
3
GG
3
Gofen & Glossberg
Illinois
$775K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.18M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
176
Cetera Investment Advisers
Illinois
– -$1.09M -28,481 Closed
LWAC
177
Laurel Wealth Advisors (California)
California
– -$1.01M -26,508 Closed
MA
178
Mutual Advisors
Nebraska
– -$465K -12,189 Closed
KPWS
179
Kestra Private Wealth Services
Texas
– -$395K -10,353 Closed
AWS
180
AJ Wealth Strategies
New York
– -$380K -9,967 Closed
CF
181
Cantor Fitzgerald
New York
– -$316K -8,289 Closed
SFP
182
Shepherd Financial Partners
Massachusetts
– -$301K -7,889 Closed
JIP
183
Jaffetilchin Investment Partners
Florida
– -$300K -7,873 Closed
APW
184
Axim Planning & Wealth
Ohio
– -$290K -7,619 Closed
S
185
SignatureFD
Georgia
– -$243K -6,376 Closed
HF
186
HRT Financial
New York
– -$226K -5,936 Closed
LNC
187
Lincoln National Corp
Pennsylvania
– -$213K -5,596 Closed
WWM
188
Western Wealth Management
Colorado
– -$208K -5,481 Closed
Simplex Trading
189
Simplex Trading
Illinois
– -$207K -5,455 Closed
IAIM
190
Industrial Alliance Investment Management
Quebec, Canada
– -$114K -3,000 Closed
HS
191
Horan Securities
United States
– -$68K -1,774 Closed
Toronto Dominion Bank
192
Toronto Dominion Bank
Ontario, Canada
– -$45K -1,183 Closed
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
– -$15K -397 Closed
BFO
194
Biltmore Family Office
North Carolina
– -$6K -150 Closed
EIP
195
Ellis Investment Partners
Pennsylvania
– -$3K -100 Closed
4 5 6 7
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