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

224 hedge funds and large institutions have $1.23B invested in Global X S&P 500 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+23
Holders Change %
+11.44%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
38
Increased
86
Reduced
70
Closed
11
Calls
$809K
Puts
$1.89M
Net Calls
-$1.08M
Net Calls Change
-$311K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$294M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.5M
3
OMC
Old Mission Capital
Illinois
$7.99M
4
IWM
IHT Wealth Management
Illinois
$12.3M
5
CF
Centaurus Financial
California
$28.4M

Top Sellers

1
PPW
Pasadena Private Wealth
California
$1.26M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$39.5M
3
Wells Fargo
Wells Fargo
California
$17.5M
4
CI
Cavalier Investments
Georgia
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$36.5K +$36.5K +925 New
US Bancorp
202
US Bancorp
Minnesota
$36.3K -$11.5K -292 -24%
AF
203
Advisornet Financial
Minnesota
$34.1K +$591 +15 +2%
ACA
204
Aptus Capital Advisors
Alabama
$27.1K -$27.3K -691 -50%
CFGS
205
Concourse Financial Group Securities
Alabama
$23.8K – – –
Citigroup
206
Citigroup
New York
$23.7K – – –
TWC
207
TD Waterhouse Canada
Ontario, Canada
$23.6K +$23.6K +600 New
RG
208
Retirement Group
California
$21.7K – – –
EWM
209
EPG Wealth Management
Georgia
$18.5K – – –
NC
210
NewSquare Capital
Pennsylvania
$18.3K – – –
Fidelity Investments
211
Fidelity Investments
Massachusetts
$16K -$2.6K -66 -14%
AWM
212
Atticus Wealth Management
Florida
$15K -$196K -4,966 -93%
RCM
213
Raleigh Capital Management
North Carolina
$14.8K +$1.38K +35 +10%
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K – – –
OP
215
ORG Partners
Indiana
$8.44K +$4.22K +107 +100%
BCMLT
216
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.78K – – –
AWM
217
Avior Wealth Management
Nebraska
$5.13K – – –
BFEC
218
Benjamin F. Edwards & Company
Missouri
$5K +$75 +2 +2%
TPCW
219
TD Private Client Wealth
New York
$3.98K -$6.19K -157 -61%
MCM
220
Manchester Capital Management
Vermont
$2.94K +$2.26K +57 +335%
TVAMP
221
Tennessee Valley Asset Management Partners
Tennessee
$2.37K +$2.37K +60 New
AWM
222
Abound Wealth Management
Tennessee
$1.34K +$1.34K +34 New
DFA
223
DHJJ Financial Advisors
Illinois
$750 – – –
LFG
224
Larson Financial Group
Missouri
$35 – – –
CI
225
Cavalier Investments
Georgia
– -$5.61M -144,227 Closed
6 7 8
9
10