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

201 hedge funds and large institutions have $1.05B invested in Global X S&P 500 Covered Call ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+6
Holders Change %
+3.08%
% of All Funds
3.2%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
27
Increased
100
Reduced
51
Closed
20
Calls
$740K
Puts
$1.51M
Net Calls
-$769K
Net Calls Change
-$1.46M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$71.3M
2
OCM
One Capital Management
California
$8.86M
3
LPL Financial
LPL Financial
California
$92M
4
RPSA
Richard P. Slaughter Associates
Texas
$7.91M
5
Ameriprise
Ameriprise
Minnesota
$27.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
BCP
Blue Chip Partners
Michigan
$875K
3
PPW
Pasadena Private Wealth
California
$19.7M
4
HW
Hamilton Wealth
California
$13M
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
176
Cornerstone Planning Group
New Jersey
$39.1K +$39.1K +1,006 New
RIA
177
Realta Investment Advisors
Delaware
$38.9K – – –
SIS
178
Sound Income Strategies
Florida
$37.9K +$37.9K +974 New
AF
179
Advisornet Financial
Minnesota
$33.1K +$817 +21 +3%
JPMorgan Chase & Co
180
JPMorgan Chase & Co
New York
$24.5K -$49.5K -1,274 -67%
PCA
181
Providence Capital Advisors
North Carolina
$24.5K +$24.5K +630 New
CFGS
182
Concourse Financial Group Securities
Alabama
$23.3K +$23.3K +600 New
Citigroup
183
Citigroup
New York
$23.3K +$23.3K +600 New
RG
184
Retirement Group
California
$21.4K – – –
Fidelity Investments
185
Fidelity Investments
Massachusetts
$18.4K +$16.1K +414 +702%
NC
186
NewSquare Capital
Pennsylvania
$18.1K – – –
EWM
187
EPG Wealth Management
Georgia
$17.9K – – –
RCM
188
Raleigh Capital Management
North Carolina
$13.2K +$3.11K +80 +31%
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K – – –
TPCW
190
TD Private Client Wealth
New York
$10K -$16.9K -434 -63%
BCMLT
191
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.21K – – –
CIA
192
Cape Investment Advisory
Georgia
$7.78K – – –
AWM
193
Avior Wealth Management
Nebraska
$5.06K – – –
BFEC
194
Benjamin F. Edwards & Company
Missouri
$5K +$115 +3 +2%
OP
195
ORG Partners
Indiana
$4.16K -$35.7K -918 -90%
OIA
196
Optimum Investment Advisors
Illinois
$3.19K +$3.19K +82 New
TRCT
197
Tower Research Capital (TRC)
New York
$2.06K -$154K -3,958 -99%
DFA
198
DHJJ Financial Advisors
Illinois
$739 +$739 +19 New
MCM
199
Manchester Capital Management
Vermont
$662 +$662 +17 New
LFG
200
Larson Financial Group
Missouri
$34 -$340 -10 -91%
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