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

49 hedge funds and large institutions have $71.4M invested in Global X S&P 500 Covered Call ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+8
Holders Change %
+19.51%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
6
Closed
3
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
+$14K

Top Buyers

1
BAM
Belpointe Asset Management
Nevada
+$3.36M
2
Bank of America
Bank of America
North Carolina
+$1.77M
3
RWA
Redhawk Wealth Advisors
Minnesota
+$1.57M
4
Morgan Stanley
Morgan Stanley
New York
+$1.28M
5
GI
Gradient Investments
Minnesota
+$1.17M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$405K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$291K
3
Goldman Sachs
Goldman Sachs
New York
-$238K
4
AG
Advisor Group
Arizona
-$104K
5
FAAS
First Allied Advisory Services
California
-$28.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$9.47M +$1.17M +23,004 +14%
Morgan Stanley
2
Morgan Stanley
New York
$5.76M +$1.28M +25,345 +29%
LPL Financial
3
LPL Financial
California
$5.28M +$329K +6,489 +7%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$5.21M -$291K -5,752 -5%
ML
5
McAdam LLC
Pennsylvania
$4.48M +$338K +6,662 +8%
UBS Group
6
UBS Group
Switzerland
$4.45M +$1.16M +22,931 +35%
Ameriprise
7
Ameriprise
Minnesota
$4.28M -$405K -8,002 -9%
BAM
8
Belpointe Asset Management
Nevada
$3.36M +$3.36M +66,244 New
Stifel Financial
9
Stifel Financial
Missouri
$3.33M +$378K +7,462 +13%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.97M +$104K +2,043 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.77M +$334K +6,599 +14%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.52M +$620K +12,242 +33%
Bank of America
13
Bank of America
North Carolina
$2.27M +$1.77M +34,881 +352%
AWS
14
AJ Wealth Strategies
New York
$1.68M +$22.8K +451 +1%
RWA
15
Redhawk Wealth Advisors
Minnesota
$1.57M +$1.57M +31,057 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.45M +$82.4K +1,626 +6%
IA
17
IFP Advisors
Florida
$903K +$59.6K +1,170 +7%
Jane Street
18
Jane Street
New York
$847K +$847K +16,716 New
BWA
19
Beam Wealth Advisors
Louisiana
$679K +$679K +13,409 New
FAAS
20
First Allied Advisory Services
California
$656K -$28.8K -568 -4%
LNC
21
Lincoln National Corp
Pennsylvania
$621K +$9.22K +182 +2%
CM
22
Columbus Macro
Pennsylvania
$579K -$23.9K -470 -4%
TC
23
Telemus Capital
Michigan
$540K – – –
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$472K – – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$430K +$130K +2,560 +43%
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