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Global X S&P 500 Covered Call ETF

270 hedge funds and large institutions have $1.17B invested in Global X S&P 500 Covered Call ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 108 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding

Funds holding:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $1.24B → $1.17B (-$72.6M)

20% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 108

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.76M
Puts
$1.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
51
International Assets Investment Management
Florida
$2.37M
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$2.35M
SS
53
SBI Securities
Japan
$2.29M
BAM
54
Belpointe Asset Management
Nevada
$2.29M
FAM
55
Flaharty Asset Management
Florida
$2.28M
UIC
56
Uniplan Investment Counsel
Wisconsin
$2.23M
IWM
57
IHT Wealth Management
Illinois
$2.22M
LFS
58
Littlejohn Financial Services
Oregon
$2.16M
AAG
59
Armstrong Advisory Group
Massachusetts
$2.14M
GAMC
60
Garner Asset Management Corp
Texas
$2.11M
JTF
61
J. Team Financial
Texas
$2.1M
SLWA
62
San Luis Wealth Advisors
California
$2.03M
EM
63
ELCO Management
New York
$1.96M
AAS
64
Ameritas Advisory Services
Nebraska
$1.87M
CWM
65
Collaborative Wealth Management
Florida
$1.85M
BWA
66
Beam Wealth Advisors
Louisiana
$1.78M
Mariner
67
Mariner
Kansas
$1.77M
IFWM
68
Institute for Wealth Management
Colorado
$1.72M
PCP
69
Proficio Capital Partners
Massachusetts
$1.62M
RIA
70
Regal Investment Advisors
Michigan
$1.59M
KWA
71
Kingswood Wealth Advisors
California
$1.58M
SFG
72
SageGuard Financial Group
Tennessee
$1.53M
Wealthfront Advisers
73
Wealthfront Advisers
California
$1.53M
1832 Asset Management
74
1832 Asset Management
Ontario, Canada
$1.51M
ACM
75
AlphaStar Capital Management
North Carolina
$1.51M