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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
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$999K
Puts
$739K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
101
Choreo LLC
Illinois
$830K
FFA
102
First Foundation Advisors
California
$828K
AAS
103
Annex Advisory Services
Wisconsin
$805K
DADC
104
D.A. Davidson & Co
Montana
$801K
PA
105
Procyon Advisors
Connecticut
$790K
FAIM
106
Financial Advocates Investment Management
Washington
$782K
SWP
107
Stratos Wealth Partners
Ohio
$765K
JPLA
108
Joseph P. Lucia & Associates
New York
$758K
PAS
109
Park Avenue Securities
New York
$753K
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$737K
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
$720K
AFP
112
Ausdal Financial Partners
Iowa
$712K
B
113
Bensler
Washington
$695K
William Blair & Company
114
William Blair & Company
Illinois
$692K
FFA
115
Founders Financial Alliance
North Carolina
$690K
NRI
116
NFP Retirement Inc
California
$670K
BPA
117
Beacon Pointe Advisors
California
$666K
Truist Financial
118
Truist Financial
North Carolina
$632K
IHWM
119
Iron Horse Wealth Management
Iowa
$620K
RFN
120
Redwood Financial Network
Ohio
$615K
CMMS
121
Comprehensive Money Management Services
Florida
$613K
AG
122
AmeriFlex Group
Nevada
$606K
AWA
123
Arete Wealth Advisors
Illinois
$596K
CWP
124
Capital Wealth Planning
Florida
$589K
CCAL
125
City Center Advisors LLC
Michigan
$587K