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Global X S&P 500 Covered Call ETF

269 hedge funds and large institutions have $1.14B invested in Global X S&P 500 Covered Call ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 119 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $902K

35% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 88

0.37% more ownership

Funds ownership: 37.54%37.91% (+0.37%)

3% less capital invested

Capital invested by funds: $1.18B → $1.14B (-$32.1M)

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

3% less funds holding

Funds holding: 278269 (-9)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
269
Holders Change
-9
Holders Change %
-3.24%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
26
Increased
119
Reduced
88
Closed
28
Calls
$1.32M
Puts
$902K
Net Calls
+$421K
Net Calls Change
-$217K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$156M +$433K +10,711 +0.3%
LPL Financial
2
LPL Financial
California
$134M +$6.73M +166,427 +5%
Bank of America
3
Bank of America
North Carolina
$84.1M +$1.66M +41,116 +2%
Ameriprise
4
Ameriprise
Minnesota
$74.3M +$11.4M +283,091 +18%
SLI
5
Sumitomo Life Insurance
Japan
$66.9M
GXJ
6
Global X Japan
Japan
$45.9M +$47.4M +1,171,865 New
UBS Group
7
UBS Group
Switzerland
$35.5M -$3.97M -98,259 -10%
Wells Fargo
8
Wells Fargo
California
$34.9M -$2.28M -56,500 -6%
BCM
9
Brookstone Capital Management
Illinois
$34.3M +$1.98M +48,936 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$32.7M -$4.11M -101,673 -11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$23.2M +$2.21M +54,578 +10%
Raymond James Financial
12
Raymond James Financial
Florida
$20.1M -$1.06M -26,304 -5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$18.6M +$298K +7,367 +2%
PS
14
Principal Securities
Iowa
$17.5M +$610K +15,084 +3%
HIP
15
HUB Investment Partners
Texas
$16.7M +$807K +19,974 +5%
SIM
16
Sims Investment Management
Ohio
$16.7M +$572K +14,166 +3%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$12.4M -$1.12M -27,790 -8%
FFA
18
First Foundation Advisors
California
$11.9M +$143K +3,551 +1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.2M -$174K -4,307 -1%
CIA
20
Caerus Investment Advisors
Texas
$10.5M -$303K -7,501 -3%
Mirae Asset Global ETFs Holdings
21
Mirae Asset Global ETFs Holdings
Hong Kong
$9.09M +$819K +20,272 +9%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.74M +$50K +1,238 +0.6%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$7.17M -$99.8K -2,470 -1%
JWCA
24
J.W. Cole Advisors
Florida
$7.1M +$238K +5,880 +3%
Stifel Financial
25
Stifel Financial
Missouri
$7.08M -$45.7K -1,130 -0.6%