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Global X S&P 500 Covered Call ETF

247 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 30 funds opening new positions, 112 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 (-$58.6M)

2% less funds holding

Funds holding: 253247 (-6)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

Holders
247
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
FAIM
101
Financial Advocates Investment Management
Washington
$779K
PA
102
Procyon Advisors
Connecticut
$779K
PAS
103
Park Avenue Securities
New York
$768K
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$756K
TCM
105
Triumph Capital Management
Colorado
$744K
BlackRock
106
BlackRock
New York
$734K
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$733K
SPIA
108
Steward Partners Investment Advisory
New York
$729K
JPLA
109
Joseph P. Lucia & Associates
New York
$715K
FFA
110
Founders Financial Alliance
North Carolina
$709K
CL
111
Choreo LLC
Illinois
$701K
B
112
Bensler
Washington
$682K
DADC
113
D.A. Davidson & Co
Montana
$668K
William Blair & Company
114
William Blair & Company
Illinois
$659K
PIA
115
Perennial Investment Advisors
California
$639K
RFN
116
Redwood Financial Network
Ohio
$607K
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$605K
HF
118
HRT Financial
New York
$602K
BPA
119
Beacon Pointe Advisors
California
$600K
IHWM
120
Iron Horse Wealth Management
Iowa
$583K
MA
121
MAS Advisors
Florida
$567K
KWA
122
Kingswood Wealth Advisors
California
$564K
KA
123
Kovack Advisors
Florida
$560K
TA
124
Tactive Advisors
Florida
$554K
NRI
125
NFP Retirement Inc
California
$537K