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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 %
FFA
26
First Foundation Advisors
California
$8.14M +$7.33M +188,155 +897%
AAS
27
Avantax Advisory Services
Texas
$7.27M +$1.74M +44,563 +31%
JWCA
28
J.W. Cole Advisors
Florida
$7.23M +$7.03M +180,418 +3,414%
NFSG
29
Newbridge Financial Services Group
Florida
$6.81M -$1.82M -46,857 -21%
Stifel Financial
30
Stifel Financial
Missouri
$6.72M +$807K +20,733 +14%
JWS
31
Juncture Wealth Strategies
Arizona
$6.04M +$190K +4,880 +3%
Mirae Asset Global ETFs Holdings
32
Mirae Asset Global ETFs Holdings
Hong Kong
$5.97M +$1.07M +27,606 +22%
TCMP
33
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.66M +$5.66M +145,338 New
RIG
34
RiverFront Investment Group
Virginia
$5.14M +$162K +4,155 +3%
CFS
35
Compass Financial Services
Iowa
$5.13M +$1.24M +31,908 +32%
GLA
36
Good Life Advisors
Pennsylvania
$4.88M +$161K +4,147 +3%
PIWA
37
Prevail Innovative Wealth Advisors
Kansas
$4.69M +$172K +4,414 +4%
BWG
38
Beta Wealth Group
California
$4.55M +$3.54M +90,853 +348%
XF
39
XML Financial
Maryland
$4.25M +$4.25M +109,129 New
OMC
40
Old Mission Capital
Illinois
$3.82M +$567K +14,569 +17%
APP
41
Avantax Planning Partners
Iowa
$3.7M +$1.03M +26,336 +38%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$3.61M -$464K -11,916 -11%
WS
43
Wedbush Securities
California
$3.56M +$197K +5,055 +6%
CW
44
CreativeOne Wealth
Kansas
$3.42M +$500K +12,852 +17%
PI
45
PFG Investments
New York
$3.26M +$392K +10,054 +14%
NAS
46
NWF Advisory Services
California
$3.19M +$364K +9,353 +13%
CIA
47
Concurrent Investment Advisors
Florida
$3.19M -$77.8K -1,997 -2%
IWM
48
IHT Wealth Management
Illinois
$3.11M -$7.35M -188,672 -70%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$3.11M -$134K -3,451 -4%
IPAM
50
Investment Partners Asset Management
New Jersey
$2.96M -$124K -3,184 -4%
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