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Global X S&P 500 Covered Call ETF

46 hedge funds and large institutions have $42.9M invested in Global X S&P 500 Covered Call ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
17
Closed
5
Calls
$14K
Puts
$3K
Net Calls
+$11K
Net Calls Change
+$252K
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$10.1M +$451K +10,111 +5%
ML
2
McAdam LLC
Pennsylvania
$5.33M +$405K +9,084 +8%
UBS Group
3
UBS Group
Switzerland
$4.75M -$166K -3,729 -3%
Stifel Financial
4
Stifel Financial
Missouri
$3M -$127K -2,839 -4%
Morgan Stanley
5
Morgan Stanley
New York
$2.12M -$89.8K -2,012 -4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.1M -$747K -16,739 -26%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.06M +$284K +6,364 +16%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.47M -$255K -5,706 -15%
IA
9
IFP Advisors
Florida
$1.47M +$22.2K +498 +2%
Ameriprise
10
Ameriprise
Minnesota
$1.31M -$178K -3,978 -12%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.07M +$31.3K +702 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$773K -$8.84K -198 -1%
Bank of America
13
Bank of America
North Carolina
$731K +$660K +14,772 +923%
BWA
14
Beam Wealth Advisors
Louisiana
$724K +$7.01K +157 +1%
Mariner
15
Mariner
Kansas
$716K
CRWM
16
Castle Rock Wealth Management
California
$594K +$594K +13,368 New
TC
17
Telemus Capital
Michigan
$481K
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$467K -$695K -15,572 -60%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$415K
KWM
20
Kingsview Wealth Management
Oregon
$361K -$706K -15,812 -66%
RJA
21
Raymond James & Associates
Florida
$340K -$21.5K -480 -6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$313K -$42.4K -952 -12%
SWP
23
Stratos Wealth Partners
Ohio
$312K -$28.8K -645 -8%
LWAC
24
Laurel Wealth Advisors (California)
California
$301K +$535 +12 +0.2%
WEC
25
Winslow Evans & Crocker
Massachusetts
$244K +$3.35K +75 +1%