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Global X S&P 500 Covered Call ETF

259 hedge funds and large institutions have $1.24B invested in Global X S&P 500 Covered Call ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

2% more funds holding

Funds holding: 253259 (+6)

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$36.4M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 99

9.02% less ownership

Funds ownership: 49.32%40.3% (-9%)

57% less call options, than puts

Call options by funds: $565K | Put options by funds: $1.3M

Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
3.4%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
94
Reduced
99
Closed
27
Calls
$565K
Puts
$1.3M
Net Calls
-$738K
Net Calls Change
-$752K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Collaborative Wealth Management
Florida
$909K +$497K +12,729 +122%
CAG
102
Curtis Advisory Group
California
$907K -$6.09K -156 -0.7%
FIA
103
Foundations Investment Advisors
Arizona
$884K -$148K -3,802 -14%
PA
104
Procyon Advisors
Connecticut
$860K +$74.2K +1,901 +10%
FFA
105
Founders Financial Alliance
North Carolina
$860K +$144K +3,700 +20%
BAAM
106
Baker Avenue Asset Management
California
$855K +$3.67K +94 +0.4%
TCM
107
Triumph Capital Management
Colorado
$822K +$71.8K +1,840 +10%
YIH
108
Y-Intercept (HK)
Hong Kong
$807K +$399K +10,219 +99%
PAS
109
Park Avenue Securities
New York
$794K +$19.4K +497 +3%
PWP
110
PrairieView Wealth Partners
Illinois
$788K -$3.63K -93 -0.5%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$772K +$9.52K +244 +1%
VFA
112
Valeo Financial Advisors
Indiana
$707K +$703K +18,000 New
JPLA
113
Joseph P. Lucia & Associates
New York
$680K -$40.7K -1,043 -6%
MA
114
MAS Advisors
Florida
$668K +$95.7K +2,451 +17%
William Blair & Company
115
William Blair & Company
Illinois
$667K +$2.23K +57 +0.3%
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$644K -$93.9K -2,406 -13%
B
117
Bensler
Washington
$633K -$53.6K -1,373 -8%
NRI
118
NFP Retirement Inc
California
$627K +$85.1K +2,181 +16%
RFN
119
Redwood Financial Network
Ohio
$607K -$4.61K -118 -0.8%
PIA
120
Perennial Investment Advisors
California
$600K -$43.5K -1,114 -7%
BPA
121
Beacon Pointe Advisors
California
$597K -$7.42K -190 -1%
SA
122
Sanctuary Advisors
Indiana
$586K +$49.1K +1,257 +9%
DADC
123
D.A. Davidson & Co
Montana
$577K -$95.2K -2,440 -14%
HWM
124
Howard Wealth Management
Connecticut
$568K +$46.9K +1,201 +9%
IAA
125
Independent Advisor Alliance
North Carolina
$564K +$201K +5,139 +56%