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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

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

57% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $1.12M

7% more funds holding

Funds holding: 258277 (+19)

2.76% less ownership

Funds ownership: 40.29%37.53% (-2.8%)

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
+19
Holders Change %
+7.36%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
44
Increased
89
Reduced
108
Closed
21
Calls
$1.76M
Puts
$1.12M
Net Calls
+$638K
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
126
Beacon Pointe Advisors
California
$597K -$20.8K -519 -3%
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$596K -$70K -1,748 -11%
DADC
128
D.A. Davidson & Co
Montana
$586K -$11K -274 -2%
HWM
129
Howard Wealth Management
Connecticut
$586K -$1.48K -37 -0.3%
OAG
130
Oakmont Advisory Group
New Mexico
$579K +$570K +14,250 New
SCA
131
Snowden Capital Advisors
New York
$574K +$78.2K +1,953 +16%
IAA
132
Independent Advisor Alliance
North Carolina
$572K -$11.6K -291 -2%
CCAL
133
City Center Advisors LLC
Michigan
$570K +$22.4K +560 +4%
IAS
134
Insigneo Advisory Services
Florida
$558K +$549K +13,725 New
EH
135
Equitable Holdings
New York
$557K +$83.6K +2,088 +18%
Renaissance Technologies
136
Renaissance Technologies
New York
$557K +$548K +13,700 New
KFAS
137
Keating Financial Advisory Services
Kansas
$551K +$543K +13,565 New
MWM
138
MOR Wealth Management
Pennsylvania
$542K +$534K +13,345 New
AC
139
Apella Capital
Connecticut
$540K -$2.16K -54 -0.4%
KPWS
140
Kestra Private Wealth Services
Texas
$537K +$27.9K +697 +6%
SWA
141
Sax Wealth Advisors
New Jersey
$534K +$117K +2,920 +29%
SA
142
Sanctuary Advisors
Indiana
$531K -$74.8K -1,868 -13%
HW
143
Hamilton Wealth
California
$524K +$70.3K +1,757 +16%
MWM
144
Maridea Wealth Management
New York
$517K +$509K +12,715 New
CMMS
145
Comprehensive Money Management Services
Florida
$511K -$4.72K -118 -0.9%
CL
146
Choreo LLC
Illinois
$502K -$56.7K -1,417 -10%
Truist Financial
147
Truist Financial
North Carolina
$502K -$26.5K -663 -5%
S4W
148
Solutions 4 Wealth
Texas
$489K +$70.8K +1,768 +17%
SG
149
StoneX Group
New York
$481K +$170K +4,246 +56%
WWA
150
WCG Wealth Advisors
Nevada
$480K +$473K +11,811 New