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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

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

57% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $1.12M

7% more funds holding

Funds holding: 258277 (+19)

2.76% less ownership

Funds ownership: 40.29%37.53% (-2.8%)

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
+19
Holders Change %
+7.36%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
44
Increased
89
Reduced
108
Closed
21
Calls
$1.76M
Puts
$1.12M
Net Calls
+$638K
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
26
Fukoku Mutual Life Insurance
Japan
$7.23M
TCMP
27
Thrive Capital Management (Pennsylvania)
Pennsylvania
$7.07M +$949K +23,719 +16%
JWS
28
Juncture Wealth Strategies
Arizona
$7.04M +$511K +12,774 +8%
CFS
29
Compass Financial Services
Iowa
$5.53M +$259K +6,460 +5%
NFSG
30
Newbridge Financial Services Group
Florida
$5.45M -$528K -13,191 -9%
IMC Chicago
31
IMC Chicago
Illinois
$5.09M -$942K -23,548 -16%
XF
32
XML Financial
Maryland
$4.89M +$265K +6,625 +6%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.81M -$629K -15,712 -12%
KAS
34
Kestra Advisory Services
Texas
$4.47M +$552K +13,803 +14%
PIWA
35
Prevail Innovative Wealth Advisors
Kansas
$3.99M -$1.56M -39,094 -28%
CW
36
CreativeOne Wealth
Kansas
$3.89M +$110K +2,757 +3%
APP
37
Avantax Planning Partners
Iowa
$3.71M +$29.2K +729 +0.8%
PI
38
PFG Investments
New York
$3.64M +$3.72K +93 +0.1%
WS
39
Wedbush Securities
California
$3.53M +$107K +2,665 +3%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.13M +$534K +13,330 +21%
CIA
41
Concurrent Investment Advisors
Florida
$3.12M +$85.6K +2,140 +3%
NA
42
NewEdge Advisors
Louisiana
$3.11M +$155K +3,870 +5%
SWP
43
Stratos Wealth Partners
Ohio
$3.07M -$158K -3,937 -5%
RIG
44
RiverFront Investment Group
Virginia
$2.87M -$2.44M -60,890 -46%
Citadel Advisors
45
Citadel Advisors
Florida
$2.86M +$2.82M +70,490 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$2.68M +$938K +23,425 +55%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$2.67M -$132K -3,303 -5%
NAS
48
NWF Advisory Services
California
$2.55M -$445K -11,118 -15%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$2.54M -$622K -15,533 -20%
ASN
50
Advisory Services Network
Georgia
$2.54M +$71K +1,774 +3%