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Global X S&P 500 Covered Call ETF

223 hedge funds and large institutions have $1.09B invested in Global X S&P 500 Covered Call ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 73 reducing their positions, and 27 closing their positions.

Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
24
Increased
97
Reduced
73
Closed
27
Calls
$1.22M
Puts
$618K
Net Calls
+$606K
Net Calls Change
+$79K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$162M 3,892,516 +363,131 +10%
LPL Financial
2
LPL Financial
California
$133M 3,213,625 +110,619 +4%
Bank of America
3
Bank of America
North Carolina
$120M 2,901,399 +447,785 +18%
NAM
4
Nissay Asset Management
Japan
$68.6M 1,652,108 -2,864,811 -63%
UBS Group
5
UBS Group
Switzerland
$44.7M 1,076,050 +73,901 +7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$43.6M 1,051,469 +49,826 +5%
Ameriprise
7
Ameriprise
Minnesota
$38.1M 917,898 +62,872 +7%
BCM
8
Brookstone Capital Management
Illinois
$29.9M 720,709 +26,585 +4%
Wells Fargo
9
Wells Fargo
California
$26.7M 643,510 +13,468 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$24M 577,565 -209,160 -27%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$23.9M 575,340 +37,157 +7%
RJA
12
Raymond James & Associates
Florida
$17.1M 411,797 +36,620 +10%
PS
13
Principal Securities
Iowa
$17M 408,501 +11,755 +3%
GXJ
14
Global X Japan
Japan
$15.6M 376,181 +97,479 +35%
Osaic Holdings
15
Osaic Holdings
Arizona
$15M 360,485 -40,269 -10%
HIP
16
HUB Investment Partners
Texas
$14.6M 352,374 +42,387 +14%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$13.5M 324,615 -25,424 -7%
CIA
18
Caerus Investment Advisors
Texas
$13.3M 320,034 +41,533 +15%
HW
19
Hamilton Wealth
California
$10.5M 253,982 -81,734 -24%
PAG
20
Private Advisor Group
New Jersey
$9.95M 239,861 +80,787 +51%
OCM
21
One Capital Management
California
$9.07M 218,535 -3,276 -1%
IWM
22
IHT Wealth Management
Illinois
$8.98M 216,574 -6,727 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.93M 215,124 +6,666 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$8.8M 212,042 -44,835 -17%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$7.95M 191,650 -1,469 -0.8%