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

195 hedge funds and large institutions have $1.04B invested in Global X S&P 500 Covered Call ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+15
Holders Change %
+8.33%
% of All Funds
3.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
88
Reduced
55
Closed
18
Calls
$1.28M
Puts
$590K
Net Calls
+$687K
Net Calls Change
-$281K

Top Buyers

1
NAM
1
Nissay Asset Management
Japan
$185M
2
LPL Financial
2
LPL Financial
California
$87.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$13.5M
4
CIA
4
Caerus Investment Advisors
Texas
$11.5M
5
Wells Fargo
5
Wells Fargo
California
$23.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$61M
2
Morgan Stanley
2
Morgan Stanley
New York
$154M
3
IHWM
3
Iron Horse Wealth Management
Iowa
$1.06M
4
T
4
TRUADVICE
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
176
Armstrong Advisory Group
Massachusetts
$24.6K – – –
RG
177
Retirement Group
California
$22.6K – – –
SF
178
Safeguard Financial
Wisconsin
$21K +$21K +512 New
CWA
179
Clearview Wealth Advisors
Oregon
$19.9K – – –
NC
180
NewSquare Capital
Pennsylvania
$19.1K – – –
PCM
181
Penserra Capital Management
California
$19K +$19K +482 New
EWM
182
EPG Wealth Management
Georgia
$18.9K – – –
CCM
183
Chilton Capital Management
Texas
$17.4K +$17.4K +423 New
BBHC
184
Brown Brothers Harriman & Co
New York
$16.4K +$16.4K +400 New
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.3K – – –
RCM
186
Raleigh Capital Management
North Carolina
$10.7K +$10.7K +260 New
BCMLT
187
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.21K – – –
CIA
188
Cape Investment Advisory
Georgia
$8.21K – – –
AWM
189
Avior Wealth Management
Nebraska
$5.34K – – –
BFEC
190
Benjamin F. Edwards & Company
Missouri
$5K +$117 +3 +2%
Fidelity Investments
191
Fidelity Investments
Massachusetts
$2.43K -$700 -17 -22%
Qube Research & Technologies (QRT)
192
Qube Research & Technologies (QRT)
United Kingdom
$1.87K -$46.6K -1,274 -96%
LFG
193
Larson Financial Group
Missouri
$442 -$3.34K -83 -88%
TCM
194
Tradewinds Capital Management
Washington
$247 +$247 +6 New
IPW
195
Impact Partnership Wealth
Georgia
$25 +$25 +1 New
T
196
TRUADVICE
Florida
– -$4.35M -107,271 Closed
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
– -$4.22M -104,205 Closed
XF
198
XML Financial
Maryland
– -$2.15M -53,026 Closed
OL
199
Owen LaRue
Kentucky
– -$1.7M -43,057 Closed
Marshall Wace
200
Marshall Wace
United Kingdom
– -$679K -16,760 Closed
5 6 7
8
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