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Global X S&P 500 Covered Call ETF

271 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, 87 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 (-$67.1M)

19% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 108

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
271
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
FCBT
151
First Citizens Bank & Trust
North Carolina
$447K
CFG
152
Copley Financial Group
California
$445K
AIM
153
Advyzon Investment Management
Illinois
$437K
PTC
154
Private Trust Company
Ohio
$434K
SMC
155
Smith, Moore & Co
Missouri
$433K
CA
156
Clearstead Advisors
Ohio
$430K
CPIG
157
Chicago Partners Investment Group
Illinois
$430K
HWM
158
Horizon Wealth Management
Illinois
$425K
SPIA
159
Steward Partners Investment Advisory
New York
$418K
Corient Private Wealth
160
Corient Private Wealth
Florida
$407K
GM
161
GeoWealth Management
Illinois
$396K
OC
162
Oppenheimer & Co
New York
$394K
KWM
163
KW Wealth Management
California
$392K
GIA
164
Gladstone Institutional Advisory
Florida
$384K
RFM
165
Royal Fund Management
Florida
$383K
FHC
166
First Heartland Consultants
Missouri
$376K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$374K
GPWM
168
Grant Private Wealth Management
California
$373K
RC
169
Resolute Capital
South Carolina
$372K
HI
170
Hyundai Investments
South Korea
$370K
WWM
171
Western Wealth Management
Colorado
$366K
SL
172
Salomon & Ludwin
Virginia
$362K
TCA
173
Transcend Capital Advisors
New Jersey
$361K
AAP
174
Arax Advisory Partners
Colorado
$355K
VA
175
VestGen Advisors
Illinois
$352K