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

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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$99.2M
2
LPL Financial
2
LPL Financial
California
$125M
3
HW
3
Hamilton Wealth
California
$13.6M
4
OCM
4
One Capital Management
California
$8.97M
5
HIP
5
HUB Investment Partners
Texas
$12.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25.5M
2
CF
2
Centaurus Financial
California
$1.85M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.22M
4
XF
4
XML Financial
Maryland
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
201
Painted Porch Advisors
California
$24.3K +$24.3K +600 New
RIA
202
Realta Investment Advisors
Delaware
$23.1K +$364 +9 +2%
SAM
203
Smartleaf Asset Management
Massachusetts
$21.4K +$21.4K +528 New
EWM
204
EPG Wealth Management
Georgia
$18.6K -$18.8K -460 Closed
TWP
205
Triad Wealth Partners
Kansas
$18K +$18K +446 New
Simplex Trading
206
Simplex Trading
Illinois
$17K +$17K +439 New
CP
207
Castleview Partners
Texas
$16.7K +$16.7K +412 New
RCM
208
Raleigh Capital Management
North Carolina
$16.6K – – –
SWM
209
Spire Wealth Management
Virginia
$16.2K -$113K -2,797 -87%
BCWM
210
Bartlett & Co Wealth Management
Ohio
$12.7K +$12.7K +313 New
NC
211
NewSquare Capital
Pennsylvania
$12.3K – – –
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K – – –
BCMLT
213
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.09K – – –
CIA
214
Cape Investment Advisory
Georgia
$8.09K – – –
PCM
215
Penserra Capital Management
California
$8K +$286 +7 +4%
MCM
216
Manchester Capital Management
Vermont
$6.62K +$727 +18 +12%
VAG
217
VisionPoint Advisory Group
Texas
$3.96K +$606 +15 +18%
SFC
218
Strategic Financial Concepts
Texas
$2.6K +$2.6K +104,338 New
POIA
219
Pin Oak Investment Advisors
Texas
$2K +$2K +55 New
TPCW
220
TD Private Client Wealth
New York
$1.9K – – –
DFA
221
DHJJ Financial Advisors
Illinois
$769 – – –
BTI
222
Blue Trust Inc
Georgia
$693 – – –
AWM
223
Atticus Wealth Management
Florida
$688 -$688 -17 -50%
FHC
224
First Heartland Consultants
Missouri
$241 +$4 +92 +2%
ATPW
225
Ashton Thomas Private Wealth
Arizona
$212 +$212 +5 New
7 8
9
10 11