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Global X S&P 500 Covered Call ETF

272 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, 88 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 → $1.17B (-$63.7M)

19% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 108

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
272
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
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$596K
DADC
127
D.A. Davidson & Co
Montana
$586K
HWM
128
Howard Wealth Management
Connecticut
$586K
SCA
129
Snowden Capital Advisors
New York
$574K
IAA
130
Independent Advisor Alliance
North Carolina
$572K
CCAL
131
City Center Advisors LLC
Michigan
$570K
IAS
132
Insigneo Advisory Services
Florida
$558K
EH
133
Equitable Holdings
New York
$557K
Renaissance Technologies
134
Renaissance Technologies
New York
$557K
KFAS
135
Keating Financial Advisory Services
Kansas
$551K
MWM
136
MOR Wealth Management
Pennsylvania
$542K
AC
137
Apella Capital
Connecticut
$540K
KPWS
138
Kestra Private Wealth Services
Texas
$537K
SWA
139
Sax Wealth Advisors
New Jersey
$534K
SA
140
Sanctuary Advisors
Indiana
$531K
HW
141
Hamilton Wealth
California
$524K
MWM
142
Maridea Wealth Management
New York
$517K
CMMS
143
Comprehensive Money Management Services
Florida
$511K
CL
144
Choreo LLC
Illinois
$502K
Truist Financial
145
Truist Financial
North Carolina
$502K
S4W
146
Solutions 4 Wealth
Texas
$489K
SG
147
StoneX Group
New York
$481K
WWA
148
WCG Wealth Advisors
Nevada
$480K
HF
149
HRT Financial
New York
$474K
SS
150
Sunbelt Securities
Texas
$472K