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Global X S&P 500 Covered Call ETF

270 hedge funds and large institutions have $1.17B invested in Global X S&P 500 Covered Call ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 108 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding

Funds holding:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $1.24B → $1.17B (-$72.6M)

20% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 108

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.76M
Puts
$1.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Procyon Advisors
Connecticut
$890K
PAS
102
Park Avenue Securities
New York
$863K
TCM
103
Triumph Capital Management
Colorado
$839K
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$834K
YIH
105
Y-Intercept (HK)
Hong Kong
$826K
APW
106
Atlantic Private Wealth
North Carolina
$824K
FFA
107
Founders Financial Alliance
North Carolina
$821K
VFA
108
Valeo Financial Advisors
Indiana
$813K
BWM
109
Braeburn Wealth Management
Michigan
$813K
PWP
110
PrairieView Wealth Partners
Illinois
$808K
CRWM
111
Castle Rock Wealth Management
California
$729K
MWP
112
Madison Wealth Partners
Wisconsin
$718K
SF
113
Summit Financial
New Jersey
$681K
JPLA
114
Joseph P. Lucia & Associates
New York
$663K
B
115
Bensler
Washington
$641K
NRI
116
NFP Retirement Inc
California
$640K
KA
117
Kovack Advisors
Florida
$633K
PAS
118
PKS Advisory Services
New York
$629K
RFN
119
Redwood Financial Network
Ohio
$622K
PIA
120
Perennial Investment Advisors
California
$613K
BPA
121
Beacon Pointe Advisors
California
$597K
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$596K
DADC
123
D.A. Davidson & Co
Montana
$586K
HWM
124
Howard Wealth Management
Connecticut
$586K
SCA
125
Snowden Capital Advisors
New York
$574K