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Global X S&P 500 Covered Call ETF

45 hedge funds and large institutions have $47.4M invested in Global X S&P 500 Covered Call ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$11M +$559K +12,044 +5%
UBS Group
2
UBS Group
Switzerland
$4.84M -$99.8K -2,151 -2%
Morgan Stanley
3
Morgan Stanley
New York
$3.21M +$999K +21,535 +45%
Stifel Financial
4
Stifel Financial
Missouri
$3.17M +$59.8K +1,289 +2%
ML
5
McAdam LLC
Pennsylvania
$2.81M -$2.79M -59,473 -50%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.77M +$631K +13,594 +29%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.65M +$471K +10,144 +22%
IHWM
8
Iron Horse Wealth Management
Iowa
$2.25M +$2.25M +48,491 New
IA
9
IFP Advisors
Florida
$1.63M +$101K +2,183 +7%
Ameriprise
10
Ameriprise
Minnesota
$1.31M -$49.6K -1,069 -4%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.24M +$1.24M +26,657 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.2M +$396K +8,537 +49%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.19M +$81.9K +1,764 +7%
BWA
14
Beam Wealth Advisors
Louisiana
$821K +$68.3K +1,472 +9%
Mariner
15
Mariner
Kansas
$745K
CRWM
16
Castle Rock Wealth Management
California
$740K +$113K +2,398 +18%
WEC
17
Winslow Evans & Crocker
Massachusetts
$698K +$445K +9,590 +176%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$576K -$956K -20,609 -62%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$555K +$69.5K +1,496 +14%
TC
20
Telemus Capital
Michigan
$494K
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$432K
RJA
22
Raymond James & Associates
Florida
$361K +$7.8K +168 +2%
Bank of America
23
Bank of America
North Carolina
$353K -$408K -8,777 -54%
SWP
24
Stratos Wealth Partners
Ohio
$331K +$7.32K +158 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$306K -$19.5K -422 -6%