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Global X S&P 500 Covered Call ETF

277 hedge funds and large institutions have $1.18B invested in Global X S&P 500 Covered Call ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 108 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $1.24B → $1.18B (-$62.4M)

18% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 108

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
277
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.76M
Puts
$1.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
276
Blue Trust Inc
Georgia
$813
DFA
277
DHJJ Financial Advisors
Illinois
$772
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$650
GXJ
279
Global X Japan
Japan
IPAM
280
Investment Partners Asset Management
New Jersey
AAS
281
Annex Advisory Services
Wisconsin
MF
282
Manchester Financial
California
HA
283
Herold Advisors
New York
SC
284
Scotia Capital
Ontario, Canada
MWM
285
Modern Wealth Management
Kansas
OCM
286
Objective Capital Management
Ohio
MAM
287
Milestone Asset Management
Pennsylvania
Cerity Partners
288
Cerity Partners
New York
CFG
289
Citizens Financial Group
Rhode Island
FMWA
290
Forvis Mazars Wealth Advisors
Missouri
GVAG
291
Great Valley Advisor Group
Delaware
Citigroup
292
Citigroup
New York
SIC
293
Salem Investment Counselors
North Carolina
S
294
SignatureFD
Georgia
GWSG
295
GPS Wealth Strategies Group
Colorado
AWM
296
Activest Wealth Management
Florida
AWM
297
Abound Wealth Management
Tennessee
TAM
298
Tucker Asset Management
Colorado
VWWMG
299
Vermillion & White Wealth Management Group
Pennsylvania