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

245 hedge funds and large institutions have $1.18B 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, 108 increasing their positions, 77 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-8
Holders Change %
-3.16%
% of All Funds
3.29%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
30
Increased
108
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
$17.9M
2
FFA
First Foundation Advisors
California
$8.14M
3
Ameriprise
Ameriprise
Minnesota
$57M
4
JWCA
J.W. Cole Advisors
Florida
$7.23M
5
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.66M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$95.7M
2
Morgan Stanley
Morgan Stanley
New York
$172M
3
LPL Financial
LPL Financial
California
$130M
4
QC
Quadrature Capital
United Kingdom
$1.93M
5
OCM
One Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
251
StoneCrest Wealth Management
Arizona
– -$3.9M -98,743 Closed
FAM
252
Flaharty Asset Management
Florida
– -$2M -50,579 Closed
IWC
253
Integrated Wealth Concepts
Massachusetts
– -$1.43M -36,139 Closed
PPW
254
Pasadena Private Wealth
California
– -$1.19M -30,050 Closed
AG
255
AmeriFlex Group
Nevada
– -$606K -15,345 Closed
AWA
256
Arete Wealth Advisors
Illinois
– -$596K -15,081 Closed
CWP
257
Capital Wealth Planning
Florida
– -$589K -14,908 Closed
PA
258
PSI Advisors
Florida
– -$480K -12,157 Closed
FCA
259
Fortis Capital Advisors
Kansas
– -$470K -11,896 Closed
ACM
260
Ashford Capital Management
Delaware
– -$434K -11,000 Closed
BMWS
261
Brady Martz Wealth Solutions
North Dakota
– -$362K -9,159 Closed
MAM
262
Milestone Asset Management
Pennsylvania
– -$353K -8,943 Closed
WW
263
Winnow Wealth
Texas
– -$329K -8,338 Closed
DA
264
Detalus Advisors
Missouri
– -$312K -7,912 Closed
WCG
265
Weaver Consulting Group
California
– -$270K -6,846 Closed
CWG
266
Cornerstone Wealth Group
North Carolina
– -$267K -6,767 Closed
PCA
267
Prosperity Capital Advisors
Ohio
– -$253K -6,412 Closed
FA
268
Fermata Advisors
California
– -$252K -6,382 Closed
CPC
269
Consolidated Planning Corp
Georgia
– -$225K -5,691 Closed
SEP
270
Southland Equity Partners
Missouri
– -$203K -5,129 Closed
Group One Trading
271
Group One Trading
Illinois
– -$158K -4,000 Closed
LFA
272
LGT Financial Advisors
Texas
– -$35.3K -895 Closed
PPA
273
Painted Porch Advisors
California
– -$23.7K -600 Closed
ADL
274
Asset Dedication LLC
California
– -$19.7K -500 Closed
AWM
275
Angeles Wealth Management
California
– -$19.7K -500 Closed
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