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Global X S&P 500 Covered Call ETF

253 hedge funds and large institutions have $1.26B invested in Global X S&P 500 Covered Call ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
38
Increased
122
Reduced
65
Closed
31
Calls
$999K
Puts
$739K
Net Calls
+$260K
Net Calls Change
-$845K
Name Holding Trade Value Shares
Change
Shares
Change %
NAS
51
NWF Advisory Services
California
$2.87M +$2.87M +72,559 New
APP
52
Avantax Planning Partners
Iowa
$2.71M +$511K +12,937 +23%
AAS
53
Ameritas Advisory Services
Nebraska
$2.69M -$6.27K -150 -0.2%
SLWA
54
San Luis Wealth Advisors
California
$2.52M +$1.83M +46,265 +264%
UIC
55
Uniplan Investment Counsel
Wisconsin
$2.48M -$98.6K -2,498 -4%
SS
56
SBI Securities
Japan
$2.37M +$32.7K +828 +1%
LFS
57
Littlejohn Financial Services
Oregon
$2.33M +$89.1K +2,256 +4%
EM
58
ELCO Management
New York
$2.31M -$7.9K -200 -0.3%
KAS
59
Kestra Advisory Services
Texas
$2.23M +$961K +24,347 +76%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$2.2M -$239K -6,047 -10%
NA
61
NewEdge Advisors
Louisiana
$2.16M +$257K +6,509 +13%
ASN
62
Advisory Services Network
Georgia
$2.11M +$269K +6,804 +15%
FAM
63
Flaharty Asset Management
Florida
$2M +$47.3K +1,199 +2%
IAIM
64
International Assets Investment Management
Florida
$1.91M -$468K -11,842 -20%
IFWM
65
Institute for Wealth Management
Colorado
$1.89M -$33.1K -838 -2%
HAS
66
HBW Advisory Services
California
$1.88M +$599K +15,158 +47%
GAMC
67
Garner Asset Management Corp
Texas
$1.82M +$1.82M +46,195 New
MML Investors Services
68
MML Investors Services
Massachusetts
$1.77M +$170K +4,297 +11%
BWA
69
Beam Wealth Advisors
Louisiana
$1.76M -$48.5K -1,227 -3%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$1.72M +$175K +4,443 +11%
P
71
&Partners
Tennessee
$1.71M +$1.71M +43,650 New
BSB
72
Bangor Savings Bank
Maine
$1.68M
Mariner
73
Mariner
Kansas
$1.67M -$294K -7,452 -15%
KFS
74
Kaizen Financial Strategies
California
$1.67M +$501K +12,675 +43%
AAG
75
Armstrong Advisory Group
Massachusetts
$1.56M