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

224 hedge funds and large institutions have $1.23B invested in Global X S&P 500 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 70 reducing their positions, and 11 closing their positions.

Holders
224
Holders Change
+23
Holders Change %
+11.44%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
38
Increased
86
Reduced
70
Closed
11
Calls
$809K
Puts
$1.89M
Net Calls
-$1.08M
Net Calls Change
-$311K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$294M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.5M
3
PS
3
Principal Securities
Iowa
$14.4M
4
GXJ
4
Global X Japan
Japan
$9.64M
5
OMC
5
Old Mission Capital
Illinois
$7.99M

Top Sellers

1
PPW
1
Pasadena Private Wealth
California
$1.26M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$39.5M
3
Wells Fargo
3
Wells Fargo
California
$17.5M
4
CI
4
Cavalier Investments
Georgia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$294M 7,441,812 +3,692,740 +98%
NAM
2
Nissay Asset Management
Japan
$178M 4,516,919 – –
LPL Financial
3
LPL Financial
California
$92.1M 2,334,484 -31,121 -1%
Bank of America
4
Bank of America
North Carolina
$72.4M 1,836,221 +3,721 +0.2%
UBS Group
5
UBS Group
Switzerland
$50.5M 1,281,476 +71,103 +6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$39.5M 1,000,705 -231,771 -19%
Ameriprise
7
Ameriprise
Minnesota
$31.4M 794,824 +96,042 +14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$29.8M 755,361 -9,366 -1%
BCM
9
Brookstone Capital Management
Illinois
$28.4M 720,462 -43,316 -6%
CF
10
Centaurus Financial
California
$28.4M 719,447 +96,179 +15%
Osaic Holdings
11
Osaic Holdings
Arizona
$18.7M 473,627 -127,014 -21%
Wells Fargo
12
Wells Fargo
California
$17.5M 443,317 -143,536 -24%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$14.5M 367,779 +367,148 +58,185%
PS
14
Principal Securities
Iowa
$14.4M 364,533 +364,533 New
HW
15
Hamilton Wealth
California
$12.8M 323,773 -11,488 -3%
IWM
16
IHT Wealth Management
Illinois
$12.3M 311,896 +122,998 +65%
RJA
17
Raymond James & Associates
Florida
$12M 304,370 +50,746 +20%
CIA
18
Caerus Investment Advisors
Texas
$11.1M 282,035 -114,784 -29%
OSNBOA
19
Old Second National Bank of Aurora
Illinois
$10.8M 274,451 -41,840 -13%
GXJ
20
Global X Japan
Japan
$9.64M 244,405 +244,405 New
OCM
21
One Capital Management
California
$8.47M 214,799 -13,097 -6%
RPSA
22
Richard P. Slaughter Associates
Texas
$8.35M 211,643 +8,268 +4%
OMC
23
Old Mission Capital
Illinois
$7.99M 202,499 +137,896 +213%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$7.4M 187,528 -1,898 -1%
AWM
25
AE Wealth Management
Kansas
$6.79M 170,123 +1,982 +1%
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