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Global X S&P 500 Covered Call ETF

250 hedge funds and large institutions have $1.2B invested in Global X S&P 500 Covered Call ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 113 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

5% less capital invested

Capital invested by funds: $1.26B → $1.2B (-$56.7M)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 254250 (-4)

Holders
250
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
$1.71M
Puts
$1.69M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
101
PrairieView Wealth Partners
Illinois
$785K
FAIM
102
Financial Advocates Investment Management
Washington
$779K
PA
103
Procyon Advisors
Connecticut
$779K
PAS
104
Park Avenue Securities
New York
$768K
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$756K
TCM
106
Triumph Capital Management
Colorado
$744K
BlackRock
107
BlackRock
New York
$734K
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
$733K
SPIA
109
Steward Partners Investment Advisory
New York
$729K
JPLA
110
Joseph P. Lucia & Associates
New York
$715K
FFA
111
Founders Financial Alliance
North Carolina
$709K
CL
112
Choreo LLC
Illinois
$701K
B
113
Bensler
Washington
$682K
DADC
114
D.A. Davidson & Co
Montana
$668K
William Blair & Company
115
William Blair & Company
Illinois
$659K
PIA
116
Perennial Investment Advisors
California
$639K
RFN
117
Redwood Financial Network
Ohio
$607K
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$605K
HF
119
HRT Financial
New York
$602K
BPA
120
Beacon Pointe Advisors
California
$600K
IHWM
121
Iron Horse Wealth Management
Iowa
$583K
MA
122
MAS Advisors
Florida
$567K
KWA
123
Kingswood Wealth Advisors
California
$564K
KA
124
Kovack Advisors
Florida
$560K
TA
125
Tactive Advisors
Florida
$554K