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

35 hedge funds and large institutions have $38.5M invested in Global X S&P 500 Covered Call ETF in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
18
Reduced
6
Closed
5
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
-$34K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.62M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.55M
3
LPL Financial
LPL Financial
California
+$1.41M
4
GI
Gradient Investments
Minnesota
+$1.37M
5
Citadel Advisors
Citadel Advisors
Florida
+$702K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.26M
2
SG Americas Securities
SG Americas Securities
New York
-$860K
3
FCBT
First Citizens Bank & Trust
North Carolina
-$305K
4
Jane Street
Jane Street
New York
-$286K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$220K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$6.74M +$1.37M +28,075 +26%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.82M +$1.55M +31,789 +48%
LPL Financial
3
LPL Financial
California
$4.2M +$1.41M +28,899 +51%
UBS Group
4
UBS Group
Switzerland
$2.74M -$3.26M -66,763 -54%
Ameriprise
5
Ameriprise
Minnesota
$2.54M +$414K +8,467 +20%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.44M -$67K -1,372 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.19M +$96.6K +1,978 +5%
Stifel Financial
8
Stifel Financial
Missouri
$1.93M +$267K +5,480 +16%
Morgan Stanley
9
Morgan Stanley
New York
$1.69M +$1.62M +33,099 +2,127%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.68M +$68.8K +1,409 +4%
LNC
11
Lincoln National Corp
Pennsylvania
$822K +$30.4K +621 +4%
Citadel Advisors
12
Citadel Advisors
Florida
$702K +$702K +14,371 New
FAAS
13
First Allied Advisory Services
California
$698K -$28.4K -581 -4%
CM
14
Columbus Macro
Pennsylvania
$613K -$10.8K -220 -2%
AG
15
Advisor Group
Arizona
$607K +$28.7K +588 +5%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$562K +$156K +3,200 +39%
SWP
17
Stratos Wealth Partners
Ohio
$539K +$147 +3 +0%
TC
18
Telemus Capital
Michigan
$504K – – –
FCBT
19
First Citizens Bank & Trust
North Carolina
$378K -$305K -6,238 -45%
CFA
20
Carroll Financial Associates
North Carolina
$351K +$7.32K +150 +2%
LWAC
21
Laurel Wealth Advisors (California)
California
$337K +$45.2K +926 +15%
RJA
22
Raymond James & Associates
Florida
$330K -$93K -1,906 -22%
CW
23
CreativeOne Wealth
Kansas
$284K +$284K +5,816 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$215K +$6.87K +141 +3%
WEC
25
Winslow Evans & Crocker
Massachusetts
$208K +$27.8K +566 +15%
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