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

226 hedge funds and large institutions have $1.14B invested in Global X S&P 500 Covered Call ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 68 reducing their positions, and 26 closing their positions.

Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
3.29%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
37
Increased
87
Reduced
68
Closed
26
Calls
$1.15M
Puts
$623K
Net Calls
+$527K
Net Calls Change
+$388K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$99.2M
2
LPL Financial
2
LPL Financial
California
$125M
3
HW
3
Hamilton Wealth
California
$13.6M
4
OCM
4
One Capital Management
California
$8.97M
5
HIP
5
HUB Investment Partners
Texas
$12.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25.5M
2
CF
2
Centaurus Financial
California
$1.85M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.22M
4
XF
4
XML Financial
Maryland
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$143M
Name Market Value Shares Shares
Change 		Shares
Change %
NAM
1
Nissay Asset Management
Japan
$183M 4,516,919 – –
Morgan Stanley
2
Morgan Stanley
New York
$143M 3,529,385 -86,582 -2%
LPL Financial
3
LPL Financial
California
$125M 3,103,006 +366,810 +13%
Bank of America
4
Bank of America
North Carolina
$99.2M 2,453,614 +498,316 +25%
UBS Group
5
UBS Group
Switzerland
$40.5M 1,002,149 +32,177 +3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$40.5M 1,001,643 +27,426 +3%
Ameriprise
7
Ameriprise
Minnesota
$34.6M 855,026 +73,969 +9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$31.8M 786,725 +67,696 +9%
BCM
9
Brookstone Capital Management
Illinois
$28.4M 694,124 -29,981 -4%
Wells Fargo
10
Wells Fargo
California
$25.5M 630,042 -314,196 -33%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$21.8M 538,183 +135,930 +34%
Osaic Holdings
12
Osaic Holdings
Arizona
$16.2M 400,754 -69,616 -15%
PS
13
Principal Securities
Iowa
$16M 396,746 +14,757 +4%
RJA
14
Raymond James & Associates
Florida
$15.2M 375,177 +12,971 +4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$14.2M 350,039 -30,290 -8%
HW
16
Hamilton Wealth
California
$13.6M 335,716 +335,716 New
HIP
17
HUB Investment Partners
Texas
$12.5M 309,987 +159,535 +106%
GXJ
18
Global X Japan
Japan
$11.3M 278,702 +34,297 +14%
CIA
19
Caerus Investment Advisors
Texas
$11.3M 278,501 -1,382 -0.5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$10.4M 256,877 +61,022 +31%
OSNBOA
21
Old Second National Bank of Aurora
Illinois
$9.06M 224,147 -50,996 -19%
IWM
22
IHT Wealth Management
Illinois
$9.03M 223,301 -7,089 -3%
OCM
23
One Capital Management
California
$8.97M 221,811 +221,811 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$8.43M 208,458 +72,222 +53%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$7.81M 193,119 +4,375 +2%
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