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Global X S&P 500 Covered Call ETF

251 hedge funds and large institutions have $1.19B invested in Global X S&P 500 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 105 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+28
Holders Change %
+12.56%
% of All Funds
3.34%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
49
Increased
105
Reduced
67
Closed
17
Calls
$1.92M
Puts
$813K
Net Calls
+$1.11M
Net Calls Change
+$499K
Name Holding Trade Value Shares
Change
Shares
Change %
TC
176
Trilogy Capital
California
$291K +$32.2K +769 +12%
CA
177
Clearstead Advisors
Ohio
$291K
WAP
178
Wealthcare Advisory Partners
Pennsylvania
$271K +$18K +429 +7%
SWP
179
Semus Wealth Partners
Florida
$267K -$62.6K -1,495 -19%
MA
180
Mutual Advisors
Nebraska
$266K +$266K +6,265 New
PCA
181
Prosperity Capital Advisors
Ohio
$255K +$52.6K +1,255 +26%
SC
182
Scotia Capital
Ontario, Canada
$249K +$249K +5,945 New
KWM
183
Kingsview Wealth Management
Oregon
$243K -$263K -6,265 -52%
TWM
184
TriaGen Wealth Management
California
$236K
KIA
185
KCM Investment Advisors
California
$232K
PCS
186
Private Client Services
Kentucky
$231K +$1.47K +35 +0.6%
MPWS
187
McCarter Private Wealth Services
Massachusetts
$227K
QP
188
Quartz Partners
New York
$225K
GVAG
189
Great Valley Advisor Group
Delaware
$213K +$3.81K +91 +2%
WTC
190
WhitTier Trust Company
Nevada
$212K
WI
191
Westbourne Investments
Virginia
$211K +$211K +5,030 New
AFG
192
Atomi Financial Group
New York
$210K +$210K +5,016 New
EL
193
EQ LLC
Washington
$208K +$208K +4,972 New
FS
194
Ferguson Shapiro
Georgia
$202K +$202K +4,823 New
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$196K +$127K +3,021 +182%
Fidelity Investments
196
Fidelity Investments
Massachusetts
$194K +$165K +3,945 +577%
T
197
Tidemark
California
$173K +$1.59K +38 +0.9%
IA
198
IFP Advisors
Florida
$171K +$15.6K +373 +10%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$168K +$23.5K +560 +16%
SS
200
Sunbelt Securities
Texas
$163K -$70.1K -1,672 -30%