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Global X S&P 500 Covered Call ETF

245 hedge funds and large institutions have $1.18B invested in Global X S&P 500 Covered Call ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 108 increasing their positions, 77 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-8
Holders Change %
-3.16%
% of All Funds
3.29%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
30
Increased
108
Reduced
77
Closed
36
Calls
$1.71M
Puts
$1.69M
Net Calls
+$14K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Shares
Change %
SL
151
Salomon & Ludwin
Virginia
$359K
IAA
152
Independent Advisor Alliance
North Carolina
$359K +$13.6K +349 +4%
SWA
153
Sax Wealth Advisors
New Jersey
$357K +$357K +9,170 New
SAW
154
Signal Advisors Wealth
Michigan
$343K +$343K +8,806 New
S4W
155
Solutions 4 Wealth
Texas
$342K +$10K +258 +3%
MA
156
Mutual Advisors
Nebraska
$341K +$6.27K +161 +2%
GM
157
GeoWealth Management
Illinois
$340K -$110K -2,821 -24%
VA
158
VestGen Advisors
Illinois
$338K +$338K +8,674 New
FHC
159
First Heartland Consultants
Missouri
$335K +$9.93K +255 +3%
FPAS
160
Focus Partners Advisor Solutions
Missouri
$329K -$177K -4,556 -35%
AFG
161
Atomi Financial Group
New York
$329K +$5.14K +132 +2%
FHA
162
Flagship Harbor Advisors
Massachusetts
$326K -$3.23K -83 -1%
APW
163
Atlantic Private Wealth
North Carolina
$325K
KCFA
164
Key Client Fiduciary Advisors
New Jersey
$321K +$47.4K +1,217 +17%
AAP
165
Arax Advisory Partners
Colorado
$318K +$9.38K +241 +3%
SG
166
StoneX Group
New York
$317K +$102K +2,620 +47%
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$306K +$249K +6,405 +442%
SPC
168
Sigma Planning Corp
Michigan
$299K -$94K -2,415 -24%
OC
169
Oppenheimer & Co
New York
$299K -$18.8K -484 -6%
CSS
170
Cubist Systematic Strategies
Connecticut
$297K +$297K +7,633 New
WIA
171
World Investment Advisors
California
$292K -$974 -25 -0.3%
GSWM
172
Golden State Wealth Management
California
$282K -$202K -5,196 -42%
TSS
173
Two Sigma Securities
New York
$275K +$275K +7,054 New
LA
174
Lifeworks Advisors
Michigan
$274K -$99.8K -2,562 -27%
TC
175
Trilogy Capital
California
$274K +$1.29K +33 +0.5%