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

201 hedge funds and large institutions have $1.05B invested in Global X S&P 500 Covered Call ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 20 closing their positions.

Holders
201
Holders Change
+6
Holders Change %
+3.08%
% of All Funds
3.21%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
27
Increased
100
Reduced
51
Closed
20
Calls
$740K
Puts
$1.51M
Net Calls
-$769K
Net Calls Change
-$1.46M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71.3M
2
OCM
2
One Capital Management
California
$8.86M
3
LPL Financial
3
LPL Financial
California
$92M
4
RPSA
4
Richard P. Slaughter Associates
Texas
$7.91M
5
Ameriprise
5
Ameriprise
Minnesota
$27.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
BCP
2
Blue Chip Partners
Michigan
$875K
3
PPW
3
Pasadena Private Wealth
California
$19.7M
4
HW
4
Hamilton Wealth
California
$13M
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NAM
1
Nissay Asset Management
Japan
$176M 4,516,919 – –
Morgan Stanley
2
Morgan Stanley
New York
$146M 3,749,072 -5,454 -0.1%
LPL Financial
3
LPL Financial
California
$92M 2,365,605 +224,124 +10%
Bank of America
4
Bank of America
North Carolina
$71.3M 1,832,500 +346,299 +23%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$47.9M 1,232,476 +76,424 +7%
UBS Group
6
UBS Group
Switzerland
$47.1M 1,210,373 -87,076 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$29.7M 764,727 +31,786 +4%
BCM
8
Brookstone Capital Management
Illinois
$29.7M 763,778 +49,847 +7%
Ameriprise
9
Ameriprise
Minnesota
$27.2M 698,782 +171,757 +33%
CF
10
Centaurus Financial
California
$24.2M 623,268 +97,449 +19%
Osaic Holdings
11
Osaic Holdings
Arizona
$23.4M 600,641 +108,701 +22%
Wells Fargo
12
Wells Fargo
California
$22.8M 586,853 +24,002 +4%
PPW
13
Pasadena Private Wealth
California
$19.7M 506,067 -184,833 -27%
CIA
14
Caerus Investment Advisors
Texas
$15.4M 396,819 +116,486 +42%
HW
15
Hamilton Wealth
California
$13M 335,261 -129,470 -28%
OSNBOA
16
Old Second National Bank of Aurora
Illinois
$12.3M 316,291 -5,438 -2%
RJA
17
Raymond James & Associates
Florida
$9.86M 253,624 +114,934 +83%
OCM
18
One Capital Management
California
$8.86M 227,896 +227,896 New
RPSA
19
Richard P. Slaughter Associates
Texas
$7.91M 203,375 +203,375 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$7.37M 189,426 +8,033 +4%
IWM
21
IHT Wealth Management
Illinois
$7.35M 188,898 +161,383 +587%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$7.29M 187,432 +141,055 +304%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$6.59M 169,566 +8,728 +5%
AWM
24
AE Wealth Management
Kansas
$6.54M 168,141 +22,331 +15%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$6.12M 157,439 +157,439 New
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