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

222 hedge funds and large institutions have $1.09B invested in Global X S&P 500 Covered Call ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 27 closing their positions.

Holders
222
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.22%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
26
Increased
85
Reduced
81
Closed
27
Calls
$1.45M
Puts
$1.31M
Net Calls
+$139K
Net Calls Change
+$1.22M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$38.5M
2
LPL Financial
2
LPL Financial
California
$112M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$15.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.4M
5
Bank of America
5
Bank of America
North Carolina
$79.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$147M
2
CF
2
Centaurus Financial
California
$12M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$62K
4
HW
4
Hamilton Wealth
California
$0
5
UBS Group
5
UBS Group
Switzerland
$39.6M
Name Market Value Shares Shares
Change 		Shares
Change %
NAM
1
Nissay Asset Management
Japan
$184M 4,516,919 – –
Morgan Stanley
2
Morgan Stanley
New York
$147M 3,615,967 -3,825,845 -51%
LPL Financial
3
LPL Financial
California
$112M 2,736,196 +401,712 +17%
Bank of America
4
Bank of America
North Carolina
$79.8M 1,955,298 +119,077 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$39.7M 974,217 -26,488 -3%
UBS Group
6
UBS Group
Switzerland
$39.6M 969,972 -311,504 -24%
Wells Fargo
7
Wells Fargo
California
$38.5M 944,238 +500,921 +113%
Ameriprise
8
Ameriprise
Minnesota
$31.9M 781,057 -13,767 -2%
BCM
9
Brookstone Capital Management
Illinois
$29.5M 724,105 +3,643 +0.5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$29.3M 719,029 -36,332 -5%
Osaic Holdings
11
Osaic Holdings
Arizona
$19.2M 470,370 -3,257 -0.7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$16.4M 402,253 +270,103 +204%
PS
13
Principal Securities
Iowa
$15.6M 381,989 +17,456 +5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$15.5M 380,329 +324,879 +586%
RJA
15
Raymond James & Associates
Florida
$14.8M 362,206 +57,836 +19%
CF
16
Centaurus Financial
California
$12M 293,566 -425,881 -59%
CIA
17
Caerus Investment Advisors
Texas
$11.4M 279,883 -2,152 -0.8%
OSNBOA
18
Old Second National Bank of Aurora
Illinois
$11.2M 275,143 +692 +0.3%
GXJ
19
Global X Japan
Japan
$9.65M 244,405 – –
IWM
20
IHT Wealth Management
Illinois
$9.4M 230,390 -81,506 -26%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$7.99M 195,855 +8,327 +4%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$7.7M 188,744 +22,467 +14%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$6.89M 168,879 +26,958 +19%
JWCA
24
J.W. Cole Advisors
Florida
$6.24M 152,939 -660 -0.4%
HIP
25
HUB Investment Partners
Texas
$6.14M 150,452 +30,416 +25%
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