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Global X S&P 500 Covered Call ETF

259 hedge funds and large institutions have $1.24B invested in Global X S&P 500 Covered Call ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

2% more funds holding

Funds holding: 253259 (+6)

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$36.4M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 99

9.02% less ownership

Funds ownership: 49.32%40.3% (-9%)

57% less call options, than puts

Call options by funds: $565K | Put options by funds: $1.3M

Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
3.4%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
94
Reduced
99
Closed
27
Calls
$565K
Puts
$1.3M
Net Calls
-$738K
Net Calls Change
-$752K
Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
26
Fukoku Mutual Life Insurance
Japan
$6.99M +$6.95M +178,000 New
Stifel Financial
27
Stifel Financial
Missouri
$6.98M +$206K +5,282 +3%
JWCA
28
J.W. Cole Advisors
Florida
$6.85M -$440K -11,262 -6%
JWS
29
Juncture Wealth Strategies
Arizona
$6.3M +$214K +5,479 +4%
OMC
30
Old Mission Capital
Illinois
$5.94M +$2.07M +53,017 +54%
TCMP
31
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.9M +$191K +4,881 +3%
IMC Chicago
32
IMC Chicago
Illinois
$5.85M +$5.81M +148,898 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$5.82M +$5.78M +148,207 New
NFSG
34
Newbridge Financial Services Group
Florida
$5.79M -$1.07M -27,379 -16%
PIWA
35
Prevail Innovative Wealth Advisors
Kansas
$5.39M +$663K +16,980 +14%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$5.26M -$3.73M -95,654 -42%
RIG
37
RiverFront Investment Group
Virginia
$5.17M -$14K -358 -0.3%
CFS
38
Compass Financial Services
Iowa
$5.09M -$81.3K -2,082 -2%
XF
39
XML Financial
Maryland
$4.46M +$176K +4,520 +4%
KAS
40
Kestra Advisory Services
Texas
$3.78M +$1.29M +32,937 +52%
CW
41
CreativeOne Wealth
Kansas
$3.65M +$200K +5,135 +6%
APP
42
Avantax Planning Partners
Iowa
$3.56M -$170K -4,359 -5%
PI
43
PFG Investments
New York
$3.51M +$226K +5,793 +7%
WS
44
Wedbush Securities
California
$3.31M -$284K -7,288 -8%
SWP
45
Stratos Wealth Partners
Ohio
$3.13M +$194K +4,960 +7%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$3.07M -$65.6K -1,681 -2%
IPAM
47
Investment Partners Asset Management
New Jersey
$2.94M -$42.9K -1,098 -1%
CIA
48
Concurrent Investment Advisors
Florida
$2.93M -$280K -7,186 -9%
SLWA
49
San Luis Wealth Advisors
California
$2.92M +$308K +7,902 +12%
NAS
50
NWF Advisory Services
California
$2.9M -$316K -8,092 -10%