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Global X S&P 500 Covered Call ETF

269 hedge funds and large institutions have $1.14B invested in Global X S&P 500 Covered Call ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 119 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $902K

35% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 88

0.37% more ownership

Funds ownership: 37.54%37.91% (+0.37%)

3% less capital invested

Capital invested by funds: $1.18B → $1.14B (-$32.1M)

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

3% less funds holding

Funds holding: 278269 (-9)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
269
Holders Change
-9
Holders Change %
-3.24%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
26
Increased
119
Reduced
88
Closed
28
Calls
$1.32M
Puts
$902K
Net Calls
+$421K
Net Calls Change
-$217K
Name Holding Trade Value Shares
Change
Change in
Stake
EH
126
Equitable Holdings
New York
$631K +$73.8K +1,825 +13%
IAS
127
Insigneo Advisory Services
Florida
$628K +$94.4K +2,336 +17%
SCA
128
Snowden Capital Advisors
New York
$623K +$72.7K +1,799 +13%
NRI
129
NFP Retirement Inc
California
$623K +$6.67K +165 +1%
PAS
130
PKS Advisory Services
New York
$617K +$12.4K +306 +2%
FCBT
131
First Citizens Bank & Trust
North Carolina
$603K +$178K +4,404 +40%
KPWS
132
Kestra Private Wealth Services
Texas
$596K +$81.1K +2,007 +15%
RFN
133
Redwood Financial Network
Ohio
$594K -$5.66K -140 -0.9%
CCAL
134
City Center Advisors LLC
Michigan
$581K +$33.3K +825 +6%
HWM
135
Howard Wealth Management
Connecticut
$562K -$2.55K -63 -0.4%
B
136
Bensler
Washington
$546K -$73.5K -1,820 -12%
BPA
137
Beacon Pointe Advisors
California
$542K -$34.6K -857 -6%
SWA
138
Sax Wealth Advisors
New Jersey
$534K
CFG
139
Copley Financial Group
California
$523K +$97.6K +2,415 +22%
MFIM
140
Mesirow Financial Investment Management
Illinois
$517K +$261K +6,450 +95%
SA
141
Sanctuary Advisors
Indiana
$513K +$1.33K +33 +0.3%
MWM
142
MOR Wealth Management
Pennsylvania
$510K -$12.1K -300 -2%
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$510K +$223K +5,529 +74%
PIA
144
Perennial Investment Advisors
California
$505K -$88.4K -2,188 -14%
SMC
145
Smith, Moore & Co
Missouri
$483K +$67.7K +1,675 +16%
OAG
146
Oakmont Advisory Group
New Mexico
$481K -$78.8K -1,949 -14%
WWA
147
WCG Wealth Advisors
Nevada
$465K +$2.5K +62 +0.5%
NA
148
Note Advisors
New York
$462K +$10.5K +260 +2%
CL
149
Choreo LLC
Illinois
$461K -$22K -545 -4%
CMMS
150
Comprehensive Money Management Services
Florida
$461K -$32.5K -805 -6%