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

180 hedge funds and large institutions have $807M invested in Global X S&P 500 Covered Call ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
30
Increased
86
Reduced
45
Closed
20
Calls
$2.63M
Puts
$1.67M
Net Calls
+$968K
Net Calls Change
-$289K

Top Buyers

1
PPW
Pasadena Private Wealth
California
$27.5M
2
LPL Financial
LPL Financial
California
$71.8M
3
UBS Group
UBS Group
Switzerland
$47.7M
4
Bank of America
Bank of America
North Carolina
$67.8M
5
Ameriprise
Ameriprise
Minnesota
$25.2M

Top Sellers

1
T
TRUADVICE
Florida
$4.35M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.33M
3
PAG
Private Advisor Group
New Jersey
$920K
4
MA
MYDA Advisors
New York
$0
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$4.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Avior Wealth Management
Nebraska
$5.27K +$5.27K +130 New
BFEC
177
Benjamin F. Edwards & Company
Missouri
$5K +$200 +5 +4%
PO
178
Private Ocean
California
$4.52K +$161 +4 +4%
LFG
179
Larson Financial Group
Missouri
$3.79K -$161 -4 -4%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$3.09K -$4.31K -106 -58%
GI
181
Gradient Investments
Minnesota
$2.27K – – –
WA
182
WestEnd Advisors
North Carolina
$203 – – –
MA
183
MYDA Advisors
New York
– -$3.15M -80,000 Closed
PFS
184
Prospera Financial Services
Texas
– -$922K -23,426 Closed
CAL
185
Capital Analysts LLC
Pennsylvania
– -$565K -14,345 Closed
SFS
186
Sowell Financial Services
Arkansas
– -$464K -11,731 Closed
CIA
187
Caerus Investment Advisors
Texas
– -$345K -8,767 Closed
OC
188
Oppenheimer & Co
New York
– -$328K -8,321 Closed
CCM
189
Community Capital Management
Florida
– -$325K -8,250 Closed
FFG
190
Ford Financial Group
California
– -$277K -7,025 Closed
Wolverine Trading
191
Wolverine Trading
Illinois
– -$261K -6,621 Closed
DAS
192
Dynamic Advisor Solutions
Arizona
– -$242K -6,138 Closed
CG
193
CFO4Life Group
Texas
– -$224K -5,677 Closed
FCAM
194
First Citizens Asset Management
North Carolina
– -$204K -5,139 Closed
DWP
195
Destiny Wealth Partners
Florida
– -$87.8K -2,231 Closed
AWM
196
Accurate Wealth Management
Florida
– -$77.3K -1,937 Closed
CSPAM
197
Cary Street Partners Asset Management
Virginia
– -$28.9K -733 Closed
MCC
198
Money Concepts Capital
Florida
– -$23.6K -600 Closed
AWM
199
Activest Wealth Management
Florida
– -$19.7K -500 Closed
RIA
200
Realta Investment Advisors
Delaware
– -$16.7K -425 Closed
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