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Global X S&P 500 Covered Call ETF

255 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 37 funds opening new positions, 92 increasing their positions, 99 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:

7% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 99

9.08% less ownership

Funds ownership: 49.28%40.2% (-9.1%)

57% less call options, than puts

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

Holders
255
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
FIA
101
Foundations Investment Advisors
Arizona
$884K
PA
102
Procyon Advisors
Connecticut
$860K
FFA
103
Founders Financial Alliance
North Carolina
$860K
BAAM
104
Baker Avenue Asset Management
California
$855K
TCM
105
Triumph Capital Management
Colorado
$822K
YIH
106
Y-Intercept (HK)
Hong Kong
$807K
PAS
107
Park Avenue Securities
New York
$794K
PWP
108
PrairieView Wealth Partners
Illinois
$788K
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$772K
VFA
110
Valeo Financial Advisors
Indiana
$707K
JPLA
111
Joseph P. Lucia & Associates
New York
$680K
MA
112
MAS Advisors
Florida
$668K
William Blair & Company
113
William Blair & Company
Illinois
$667K
Envestnet Portfolio Solutions
114
Envestnet Portfolio Solutions
Illinois
$644K
B
115
Bensler
Washington
$633K
RFN
116
Redwood Financial Network
Ohio
$607K
PIA
117
Perennial Investment Advisors
California
$600K
BPA
118
Beacon Pointe Advisors
California
$597K
DADC
119
D.A. Davidson & Co
Montana
$577K
HWM
120
Howard Wealth Management
Connecticut
$568K
IAA
121
Independent Advisor Alliance
North Carolina
$564K
PAS
122
PKS Advisory Services
New York
$553K
CL
123
Choreo LLC
Illinois
$540K
NRI
124
NFP Retirement Inc
California
$537K
AAS
125
Annex Advisory Services
Wisconsin
$534K