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Global X S&P 500 Covered Call ETF
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Overview Fund Activity

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
Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.3%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
30
Increased
109
Reduced
77
Closed
36
Calls
$1.71M
Puts
$1.69M
Net Calls
+$14K
Net Calls Change
-$246K

Top Buyers

1
PCP
Proficio Capital Partners
Massachusetts
+$17.2M
2
FFA
First Foundation Advisors
California
+$7.33M
3
Ameriprise
Ameriprise
Minnesota
+$7.16M
4
JWCA
J.W. Cole Advisors
Florida
+$7.03M
5
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$5.66M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$36.9M
2
Morgan Stanley
Morgan Stanley
New York
-$19.2M
3
LPL Financial
LPL Financial
California
-$13.6M
4
QC
Quadrature Capital
United Kingdom
-$9.07M
5
OCM
One Capital Management
California
-$8.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
76
1832 Asset Management
Ontario, Canada
$1.44M – – –
KFS
77
Kaizen Financial Strategies
California
$1.4M -$241K -6,190 -15%
MWP
78
Madison Wealth Partners
Wisconsin
$1.35M +$33.3K +856 +3%
OCBCO
79
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.32M +$126K +3,243 +11%
BSB
80
Bangor Savings Bank
Maine
$1.29M -$371K -9,516 -22%
ACM
81
AlphaStar Capital Management
North Carolina
$1.21M +$382K +9,810 +46%
RIA
82
Regal Investment Advisors
Michigan
$1.19M +$77.8K +1,999 +7%
Lido Advisors
83
Lido Advisors
California
$1.18M -$81.8K -2,100 -6%
Wealthfront Advisers
84
Wealthfront Advisers
California
$1.16M +$214K +5,507 +23%
BCP
85
Blue Chip Partners
Michigan
$1.14M +$15.9K +409 +1%
CRWM
86
Castle Rock Wealth Management
California
$1.11M -$194K -5,009 -15%
ML
87
McAdam LLC
Pennsylvania
$1.09M +$112K +2,865 +11%
NCG
88
Newport Capital Group
New Jersey
$1.07M +$1.07M +27,500 New
1WM
89
1900 Wealth Management
Texas
$1.05M -$40.7K -1,045 -4%
Comerica Bank
90
Comerica Bank
Texas
$1.03M -$31K -795 -3%
FIA
91
Foundations Investment Advisors
Arizona
$1.02M +$29.6K +761 +3%
Renaissance Technologies
92
Renaissance Technologies
New York
$1.01M -$471K -12,100 -32%
BFG
93
Berger Financial Group
Minnesota
$985K -$21.8K -560 -2%
POIA
94
Pin Oak Investment Advisors
Texas
$969K – – –
AFP
95
Ausdal Financial Partners
Iowa
$915K +$213K +5,464 +30%
CAG
96
Curtis Advisory Group
California
$905K -$29.9K -767 -3%
BAAM
97
Baker Avenue Asset Management
California
$845K +$4.52K +116 +0.5%
AAS
98
Annex Advisory Services
Wisconsin
$794K – – –
PWP
99
PrairieView Wealth Partners
Illinois
$785K +$785K +20,164 New
FAIM
100
Financial Advocates Investment Management
Washington
$779K +$7.79K +200 +1%
2 3
4
5 6