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Global X S&P 500 Covered Call ETF

256 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, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

4% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 98

9% less ownership

Funds ownership: 49.28%40.28% (-9%)

57% less call options, than puts

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

Holders
256
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
$565K
Puts
$1.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
101
Curtis Advisory Group
California
$907K
FIA
102
Foundations Investment Advisors
Arizona
$884K
PA
103
Procyon Advisors
Connecticut
$860K
FFA
104
Founders Financial Alliance
North Carolina
$860K
BAAM
105
Baker Avenue Asset Management
California
$855K
TCM
106
Triumph Capital Management
Colorado
$822K
YIH
107
Y-Intercept (HK)
Hong Kong
$807K
PAS
108
Park Avenue Securities
New York
$794K
PWP
109
PrairieView Wealth Partners
Illinois
$788K
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$772K
VFA
111
Valeo Financial Advisors
Indiana
$707K
JPLA
112
Joseph P. Lucia & Associates
New York
$680K
MA
113
MAS Advisors
Florida
$668K
William Blair & Company
114
William Blair & Company
Illinois
$667K
Envestnet Portfolio Solutions
115
Envestnet Portfolio Solutions
Illinois
$644K
B
116
Bensler
Washington
$633K
NRI
117
NFP Retirement Inc
California
$627K
RFN
118
Redwood Financial Network
Ohio
$607K
PIA
119
Perennial Investment Advisors
California
$600K
BPA
120
Beacon Pointe Advisors
California
$597K
SA
121
Sanctuary Advisors
Indiana
$586K
DADC
122
D.A. Davidson & Co
Montana
$577K
HWM
123
Howard Wealth Management
Connecticut
$568K
IAA
124
Independent Advisor Alliance
North Carolina
$564K
PAS
125
PKS Advisory Services
New York
$553K