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Global X S&P 500 Covered Call ETF

277 hedge funds and large institutions have $1.18B invested in Global X S&P 500 Covered Call ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 89 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:

5% less capital invested

Capital invested by funds: $1.24B → $1.18B (-$62.4M)

18% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 108

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
277
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
BPA
126
Beacon Pointe Advisors
California
$597K
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$596K
DADC
128
D.A. Davidson & Co
Montana
$586K
HWM
129
Howard Wealth Management
Connecticut
$586K
OAG
130
Oakmont Advisory Group
New Mexico
$579K
SCA
131
Snowden Capital Advisors
New York
$574K
IAA
132
Independent Advisor Alliance
North Carolina
$572K
CCAL
133
City Center Advisors LLC
Michigan
$570K
IAS
134
Insigneo Advisory Services
Florida
$558K
EH
135
Equitable Holdings
New York
$557K
Renaissance Technologies
136
Renaissance Technologies
New York
$557K
KFAS
137
Keating Financial Advisory Services
Kansas
$551K
MWM
138
MOR Wealth Management
Pennsylvania
$542K
AC
139
Apella Capital
Connecticut
$540K
KPWS
140
Kestra Private Wealth Services
Texas
$537K
SWA
141
Sax Wealth Advisors
New Jersey
$534K
SA
142
Sanctuary Advisors
Indiana
$531K
HW
143
Hamilton Wealth
California
$524K
MWM
144
Maridea Wealth Management
New York
$517K
CMMS
145
Comprehensive Money Management Services
Florida
$511K
CL
146
Choreo LLC
Illinois
$502K
Truist Financial
147
Truist Financial
North Carolina
$502K
S4W
148
Solutions 4 Wealth
Texas
$489K
SG
149
StoneX Group
New York
$481K
WWA
150
WCG Wealth Advisors
Nevada
$480K