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

180 hedge funds and large institutions have $807M invested in Global X S&P 500 Covered Call ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 45 reducing their positions, and 20 closing their positions.

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
30
Increased
86
Reduced
45
Closed
20
Calls
$2.63M
Puts
$1.67M
Net Calls
+$968K
Net Calls Change
-$289K

Top Buyers

1
PPW
1
Pasadena Private Wealth
California
$27.5M
2
LPL Financial
2
LPL Financial
California
$71.8M
3
UBS Group
3
UBS Group
Switzerland
$47.7M
4
Bank of America
4
Bank of America
North Carolina
$67.8M
5
Ameriprise
5
Ameriprise
Minnesota
$25.2M

Top Sellers

1
T
1
TRUADVICE
Florida
$4.35M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.33M
3
PAG
3
Private Advisor Group
New Jersey
$920K
4
MA
4
MYDA Advisors
New York
$0
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$4.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$159M 3,925,477 +31,424 +0.8%
LPL Financial
2
LPL Financial
California
$71.8M 1,772,993 +366,991 +26%
Bank of America
3
Bank of America
North Carolina
$67.8M 1,674,467 +177,142 +12%
UBS Group
4
UBS Group
Switzerland
$47.7M 1,177,673 +254,666 +28%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$47.2M 1,164,517 +120,202 +12%
NAM
6
Nissay Asset Management
Japan
$37.9M 935,836 – –
PPW
7
Pasadena Private Wealth
California
$27.5M 678,473 +656,751 +3,023%
BCM
8
Brookstone Capital Management
Illinois
$26.7M 655,534 +60,635 +10%
Ameriprise
9
Ameriprise
Minnesota
$25.2M 622,240 +123,429 +25%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$24.9M 614,379 +7,307 +1%
HW
11
Hamilton Wealth
California
$20M 493,805 +52,503 +12%
CF
12
Centaurus Financial
California
$17.7M 436,197 +78,405 +22%
Wells Fargo
13
Wells Fargo
California
$16.9M 416,168 +25,789 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$16.5M 407,459 +96,735 +31%
CI
15
Cavalier Investments
Georgia
$10.6M 262,719 +14,153 +6%
BCP
16
Blue Chip Partners
Michigan
$9.53M 235,327 -44,905 -16%
OSNBOA
17
Old Second National Bank of Aurora
Illinois
$9.46M 233,687 +15,896 +7%
IHWM
18
Iron Horse Wealth Management
Iowa
$7.6M 187,628 +10,962 +6%
Stifel Financial
19
Stifel Financial
Missouri
$7.12M 175,823 +33,685 +24%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$5.42M 133,718 +1,503 +1%
Jane Street
21
Jane Street
New York
$5.05M 124,714 -31,314 -20%
RJA
22
Raymond James & Associates
Florida
$4.89M 120,688 -2,113 -2%
AWM
23
AE Wealth Management
Kansas
$4.51M 111,410 +21,106 +23%
T
24
TRUADVICE
Florida
$4.35M 107,271 -165,402 -61%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$4.22M 104,205 +67,566 +184%
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