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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
APW
76
Aventura Private Wealth
Florida
$1.47M
VCP
77
Verus Capital Partners
Arizona
$1.41M
HAS
78
HBW Advisory Services
California
$1.4M
OCBCO
79
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.38M
BCP
80
Blue Chip Partners
Michigan
$1.38M
PFO
81
PMG Family Office
Texas
$1.35M
ML
82
McAdam LLC
Pennsylvania
$1.35M
BSB
83
Bangor Savings Bank
Maine
$1.34M
GSIAS
84
Garden State Investment Advisory Services
New Jersey
$1.25M
AMG
85
APS Management Group
California
$1.24M
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$1.23M
PA
87
PSI Advisors
Florida
$1.21M
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$1.18M
Lido Advisors
89
Lido Advisors
California
$1.14M
NCG
90
Newport Capital Group
New Jersey
$1.12M
SW
91
Simplicity Wealth
New Jersey
$1.1M
AFP
92
Ausdal Financial Partners
Iowa
$1.07M
P
93
&Partners
Tennessee
$1.07M
BAAM
94
Baker Avenue Asset Management
California
$1.03M
1WM
95
1900 Wealth Management
Texas
$1.02M
BFG
96
Berger Financial Group
Minnesota
$986K
CAG
97
Curtis Advisory Group
California
$929K
TA
98
Tactive Advisors
Florida
$913K
FIA
99
Foundations Investment Advisors
Arizona
$912K
Comerica Bank
100
Comerica Bank
Texas
$905K