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Global X S&P 500 Covered Call ETF

249 hedge funds and large institutions have $1.23B invested in Global X S&P 500 Covered Call ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 95

9.12% less ownership

Funds ownership: 49.2%40.08% (-9.1%)

57% less call options, than puts

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

Holders
249
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
FFA
101
Founders Financial Alliance
North Carolina
$860K
BAAM
102
Baker Avenue Asset Management
California
$855K
TCM
103
Triumph Capital Management
Colorado
$822K
YIH
104
Y-Intercept (HK)
Hong Kong
$807K
PAS
105
Park Avenue Securities
New York
$794K
PWP
106
PrairieView Wealth Partners
Illinois
$788K
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$772K
VFA
108
Valeo Financial Advisors
Indiana
$707K
JPLA
109
Joseph P. Lucia & Associates
New York
$680K
MA
110
MAS Advisors
Florida
$668K
William Blair & Company
111
William Blair & Company
Illinois
$667K
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$644K
B
113
Bensler
Washington
$633K
RFN
114
Redwood Financial Network
Ohio
$607K
PIA
115
Perennial Investment Advisors
California
$600K
BPA
116
Beacon Pointe Advisors
California
$597K
DADC
117
D.A. Davidson & Co
Montana
$577K
HWM
118
Howard Wealth Management
Connecticut
$568K
IAA
119
Independent Advisor Alliance
North Carolina
$564K
PAS
120
PKS Advisory Services
New York
$553K
CL
121
Choreo LLC
Illinois
$540K
NRI
122
NFP Retirement Inc
California
$537K
AAS
123
Annex Advisory Services
Wisconsin
$534K
CCAL
124
City Center Advisors LLC
Michigan
$529K
AC
125
Apella Capital
Connecticut
$527K