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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 %
PA
101
Procyon Advisors
Connecticut
$779K – – –
PAS
102
Park Avenue Securities
New York
$768K +$25.5K +655 +3%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$756K +$29.2K +750 +4%
TCM
104
Triumph Capital Management
Colorado
$744K +$486K +12,490 +189%
BlackRock
105
BlackRock
New York
$734K +$443K +11,383 +153%
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$733K +$22.2K +571 +3%
SPIA
107
Steward Partners Investment Advisory
New York
$729K -$118K -3,029 -14%
JPLA
108
Joseph P. Lucia & Associates
New York
$715K -$32.4K -832 -4%
BI
109
Ballast Inc
Kentucky
$715K +$715K +18,355 New
FFA
110
Founders Financial Alliance
North Carolina
$709K +$28.6K +735 +4%
CL
111
Choreo LLC
Illinois
$701K -$117K -3,008 -14%
B
112
Bensler
Washington
$682K -$3.74K -96 -0.5%
DADC
113
D.A. Davidson & Co
Montana
$668K -$122K -3,145 -16%
William Blair & Company
114
William Blair & Company
Illinois
$659K -$22.7K -584 -3%
PIA
115
Perennial Investment Advisors
California
$639K -$182K -4,671 -22%
RFN
116
Redwood Financial Network
Ohio
$607K – – –
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$605K +$605K +15,538 New
HF
118
HRT Financial
New York
$602K +$602K +15,481 New
BPA
119
Beacon Pointe Advisors
California
$600K -$56.9K -1,462 -9%
IHWM
120
Iron Horse Wealth Management
Iowa
$583K -$28.1K -721 -5%
MA
121
MAS Advisors
Florida
$567K +$22.4K +576 +4%
KWA
122
Kingswood Wealth Advisors
California
$564K +$150K +3,842 +36%
KA
123
Kovack Advisors
Florida
$560K +$26.6K +682 +5%
TA
124
Tactive Advisors
Florida
$554K +$554K +14,228 New
NRI
125
NFP Retirement Inc
California
$537K -$124K -3,183 -19%
3 4
5
6 7