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Global X S&P 500 Covered Call ETF

33 hedge funds and large institutions have $23.2M invested in Global X S&P 500 Covered Call ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
9
Closed
6
Calls
$3K
Puts
$16K
Net Calls
-$13K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$7.21M -$1.99M -44,870 -22%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.96M +$625K +14,106 +47%
LPL Financial
3
LPL Financial
California
$1.94M +$1.13M +25,487 +139%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.67M +$1.29M +29,179 +345%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.38M -$160K -3,603 -10%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$765K +$462K +10,421 +152%
LNC
7
Lincoln National Corp
Pennsylvania
$711K -$24.1K -543 -3%
FAAS
8
First Allied Advisory Services
California
$689K +$689K +15,695 New
Stifel Financial
9
Stifel Financial
Missouri
$644K +$440K +9,967 +215%
Jane Street
10
Jane Street
New York
$613K -$845K -19,044 -58%
BRWA
11
B. Riley Wealth Advisors
Florida
$609K +$293K +6,610 +93%
CM
12
Columbus Macro
Pennsylvania
$606K +$606K +13,561 New
IA
13
IFP Advisors
Florida
$555K +$278K +6,318 +100%
FCBT
14
First Citizens Bank & Trust
North Carolina
$537K +$537K +12,114 New
Ameriprise
15
Ameriprise
Minnesota
$519K +$519K +11,716 New
TC
16
Telemus Capital
Michigan
$472K
AG
17
Advisor Group
Arizona
$464K -$90.9K -2,049 -16%
RJA
18
Raymond James & Associates
Florida
$348K +$40.9K +925 +13%
CA
19
Cetera Advisors
Colorado
$316K -$48.2K -1,092 -13%
LWAC
20
Laurel Wealth Advisors (California)
California
$260K +$32.7K +740 +14%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$204K -$42.7K -965 -17%
CFA
22
Carroll Financial Associates
North Carolina
$178K +$46.7K +1,035 +36%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$164K -$194K -4,390 -54%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$93K +$93K +2,100 New
WEC
25
Winslow Evans & Crocker
Massachusetts
$80K -$27.4K -606 -26%