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Global X S&P 500 Covered Call ETF

226 hedge funds and large institutions have $1.14B invested in Global X S&P 500 Covered Call ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
3.29%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
37
Increased
87
Reduced
68
Closed
26
Calls
$1.15M
Puts
$623K
Net Calls
+$527K
Net Calls Change
+$388K
Name Holding Trade Value Shares
Change
Shares
Change %
OP
176
ORG Partners
Indiana
$119K +$119K +2,949 New
AF
177
Allworth Financial
California
$107K +$107K +2,634 New
LTI
178
Laffer Tengler Investments
Tennessee
$106K +$106K +2,630 New
CB
179
Chris Bulman
California
$92.1K +$92.1K +2,278 New
CJ
180
Caitlin John
Michigan
$89.9K +$89.9K +2,224 New
AA
181
AlphaMark Advisors
Kentucky
$76K
GRP
182
Global Retirement Partners
California
$75.4K +$2.47K +61 +3%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$67K +$1.46K +36 +2%
PCA
184
Providence Capital Advisors
North Carolina
$65.9K -$32.7K -810 -33%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$59.6K +$59.6K +1,475 New
FCA
186
FinTrust Capital Advisors
South Carolina
$58.6K
OWA
187
Opal Wealth Advisors
New York
$58.5K +$58.5K +1,447 New
CFGS
188
Concourse Financial Group Securities
Alabama
$53.9K +$29.5K +728 +121%
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$53.7K +$1.18K +29 +2%
Fidelity Investments
190
Fidelity Investments
Massachusetts
$52.9K +$41.4K +1,023 +359%
JPMorgan Chase & Co
191
JPMorgan Chase & Co
New York
$45.1K -$16.3K -403 -27%
HFS
192
Horizon Financial Services
North Carolina
$40.4K
US Bancorp
193
US Bancorp
Minnesota
$34.8K -$2.51K -62 -7%
MG
194
Mather Group
Illinois
$32.6K +$32.6K +800 New
Citigroup
195
Citigroup
New York
$32.3K
TAM
196
Tucker Asset Management
Colorado
$32.3K -$31.3K -775 -49%
NS
197
NBC Securities
Alabama
$30K -$27.9K -689 -48%
CA
198
CoreCap Advisors
Michigan
$25.4K +$13.1K +323 +106%
CCM
199
Chilton Capital Management
Texas
$25K
TWC
200
TD Waterhouse Canada
Ontario, Canada
$24.3K