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Global X S&P 500 Covered Call ETF

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

3% less funds holding

Funds holding: 253246 (-7)

6% less capital invested

Capital invested by funds: $1.26B → $1.19B (-$71.4M)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

Holders
246
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.71M
Puts
$1.69M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
First Foundation Advisors
California
$8.14M
AAS
27
Avantax Advisory Services
Texas
$7.27M
JWCA
28
J.W. Cole Advisors
Florida
$7.23M
NFSG
29
Newbridge Financial Services Group
Florida
$6.81M
Stifel Financial
30
Stifel Financial
Missouri
$6.72M
JWS
31
Juncture Wealth Strategies
Arizona
$6.04M
Mirae Asset Global ETFs Holdings
32
Mirae Asset Global ETFs Holdings
Hong Kong
$5.97M
TCMP
33
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.66M
RIG
34
RiverFront Investment Group
Virginia
$5.14M
CFS
35
Compass Financial Services
Iowa
$5.13M
GLA
36
Good Life Advisors
Pennsylvania
$4.88M
PIWA
37
Prevail Innovative Wealth Advisors
Kansas
$4.69M
BWG
38
Beta Wealth Group
California
$4.55M
XF
39
XML Financial
Maryland
$4.25M
OMC
40
Old Mission Capital
Illinois
$3.82M
APP
41
Avantax Planning Partners
Iowa
$3.7M
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$3.61M
WS
43
Wedbush Securities
California
$3.56M
CW
44
CreativeOne Wealth
Kansas
$3.42M
PI
45
PFG Investments
New York
$3.26M
NAS
46
NWF Advisory Services
California
$3.19M
CIA
47
Concurrent Investment Advisors
Florida
$3.19M
IWM
48
IHT Wealth Management
Illinois
$3.11M
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$3.11M
IPAM
50
Investment Partners Asset Management
New Jersey
$2.96M