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Global X S&P 500 Covered Call ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
201
Impact Partnership Wealth
Georgia
$22
Goldman Sachs
202
Goldman Sachs
New York
-$13.5M -329,504 Closed
PIWA
203
Prevail Innovative Wealth Advisors
Kansas
-$4.95M -120,668 Closed
Jane Street
204
Jane Street
New York
-$1.62M -39,381 Closed
AWA
205
Arete Wealth Advisors
Illinois
-$1.14M -27,717 Closed
ACM
206
AlphaStar Capital Management
North Carolina
-$787K -19,177 Closed
Creative Planning
207
Creative Planning
Kansas
-$697K -16,990 Closed
Loomis, Sayles & Company
208
Loomis, Sayles & Company
Massachusetts
-$670K -16,315 Closed
PAG
209
Private Advisory Group
Washington
-$297K -7,241 Closed
RA
210
RFG Advisory
Alabama
-$287K -7,000 Closed
HighTower Advisors
211
HighTower Advisors
Illinois
-$211K -5,137 Closed
APA
212
Astoria Portfolio Advisors
New York
-$203K -4,893 Closed
WAM
213
Worth Asset Management
Texas
-$157K -3,827 Closed
GWM
214
Geneos Wealth Management
Colorado
-$141K -3,445 Closed
RMA
215
Roffman Miller Associates
Pennsylvania
-$41.1K -1,000 Closed
SF
216
Safeguard Financial
Wisconsin
-$21K -512 Closed
CWA
217
Clearview Wealth Advisors
Oregon
-$19.9K -484 Closed
PCM
218
Penserra Capital Management
California
-$19K -482 Closed
CCM
219
Chilton Capital Management
Texas
-$17.4K -423 Closed
BBHC
220
Brown Brothers Harriman & Co
New York
-$16.4K -400 Closed
TCM
221
Tradewinds Capital Management
Washington
-$247 -6 Closed