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

246 hedge funds and large institutions have $1.19B invested in Global X S&P 500 Covered Call ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 77 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.3%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
30
Increased
109
Reduced
77
Closed
36
Calls
$1.71M
Puts
$1.69M
Net Calls
+$14K
Net Calls Change
-$246K

Top Buyers

1
PCP
Proficio Capital Partners
Massachusetts
+$17.2M
2
FFA
First Foundation Advisors
California
+$7.33M
3
Ameriprise
Ameriprise
Minnesota
+$7.16M
4
JWCA
J.W. Cole Advisors
Florida
+$7.03M
5
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$5.66M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$36.9M
2
Morgan Stanley
Morgan Stanley
New York
-$19.2M
3
LPL Financial
LPL Financial
California
-$13.6M
4
QC
Quadrature Capital
United Kingdom
-$9.07M
5
OCM
One Capital Management
California
-$8.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
MGB Wealth Management
Texas
$25.7K +$25.7K +659 New
FMP
227
Financial Management Professionals
Texas
$21.2K +$21.2K +543 New
UIA
228
Ulland Investment Advisors
Minnesota
$19K – – –
WB
229
Webster Bank
Connecticut
$18.9K – – –
MCM
230
MAI Capital Management
Ohio
$17.5K -$15.1K -388 -46%
Simplex Trading
231
Simplex Trading
Illinois
$16K +$13.7K +374 +603%
LFG
232
Larson Financial Group
Missouri
$15.6K +$15.6K +400 +40,000%
QWM
233
Quaker Wealth Management
New Jersey
$12.5K +$12.5K +321 New
BNP Paribas Financial Markets
234
BNP Paribas Financial Markets
France
$11.3K +$8.76K +225 +346%
MAS
235
MPWM Advisory Solutions
Georgia
$9.74K – – –
CIA
236
Cape Investment Advisory
Georgia
$7.79K -$2.14K -55 -22%
BCMLT
237
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.79K – – –
BCWM
238
Bartlett & Co Wealth Management
Ohio
$4.01K – – –
HNB
239
Huntington National Bank
Ohio
$3.86K – – –
CIAS
240
Capital Investment Advisory Services
North Carolina
$3.23K -$3.51K -90 -52%
NS
241
NBC Securities
Alabama
$3K – – –
TPCW
242
TD Private Client Wealth
New York
$1.64K – – –
MCM
243
Manchester Capital Management
Vermont
$1.57K -$1.02K -26 -39%
AFG
244
Albion Financial Group
Utah
$1.03K – – –
DFA
245
DHJJ Financial Advisors
Illinois
$740 – – –
SAM
246
Smartleaf Asset Management
Massachusetts
$544 -$1.59K -41 -75%
CA
247
Crewe Advisors
Utah
$222 – – –
NC
248
NewSquare Capital
Pennsylvania
$19 -$19 – –
OCM
249
One Capital Management
California
– -$8.21M -207,847 Closed
ARC
250
Advisor Resource Council
Texas
– -$7.35M -186,193 Closed
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