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

41 hedge funds and large institutions have $54.2M invested in Global X S&P 500 Covered Call ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
6
Closed
4
Calls
–
Puts
$27K
Net Calls
-$27K
Net Calls Change
-$10K

Top Buyers

1
ML
McAdam LLC
Pennsylvania
+$3.98M
2
Morgan Stanley
Morgan Stanley
New York
+$2.61M
3
Ameriprise
Ameriprise
Minnesota
+$1.96M
4
AWS
AJ Wealth Strategies
New York
+$1.6M
5
GI
Gradient Investments
Minnesota
+$1.26M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$702K
2
RJA
Raymond James & Associates
Florida
-$330K
3
CW
CreativeOne Wealth
Kansas
-$284K
4
LNC
Lincoln National Corp
Pennsylvania
-$231K
5
SWP
Stratos Wealth Partners
Ohio
-$221K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$7.98M +$1.26M +25,948 +19%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.29M +$488K +10,014 +10%
LPL Financial
3
LPL Financial
California
$4.76M +$573K +11,768 +14%
Ameriprise
4
Ameriprise
Minnesota
$4.48M +$1.96M +40,513 +78%
Morgan Stanley
5
Morgan Stanley
New York
$4.3M +$2.61M +53,698 +155%
ML
6
McAdam LLC
Pennsylvania
$3.98M +$3.98M +81,806 New
UBS Group
7
UBS Group
Switzerland
$3.16M +$427K +8,779 +16%
Stifel Financial
8
Stifel Financial
Missouri
$2.83M +$910K +18,714 +47%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.75M +$325K +6,686 +13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.34M +$159K +3,261 +7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.83M +$155K +3,183 +9%
AWS
12
AJ Wealth Strategies
New York
$1.6M +$1.6M +32,749 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.32M +$755K +15,520 +135%
IA
14
IFP Advisors
Florida
$808K +$808K +16,568 New
FAAS
15
First Allied Advisory Services
California
$655K -$39K -803 -6%
LNC
16
Lincoln National Corp
Pennsylvania
$588K -$231K -4,747 -28%
CM
17
Columbus Macro
Pennsylvania
$579K -$31.6K -647 -5%
TC
18
Telemus Capital
Michigan
$519K – – –
Bank of America
19
Bank of America
North Carolina
$483K +$379K +7,782 +366%
AG
20
Advisor Group
Arizona
$456K -$148K -3,040 -24%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$453K +$453K +9,310 New
FCBT
22
First Citizens Bank & Trust
North Carolina
$360K -$16.4K -336 -4%
CFA
23
Carroll Financial Associates
North Carolina
$360K +$9.98K +205 +3%
LWAC
24
Laurel Wealth Advisors (California)
California
$350K +$14.3K +295 +4%
SWP
25
Stratos Wealth Partners
Ohio
$315K -$221K -4,545 -41%
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