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Global X S&P 500 Covered Call ETF

253 hedge funds and large institutions have $1.26B invested in Global X S&P 500 Covered Call ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
38
Increased
122
Reduced
65
Closed
31
Calls
$999K
Puts
$739K
Net Calls
+$260K
Net Calls Change
-$845K
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
151
Milestone Asset Management
Pennsylvania
$353K +$75K +1,898 +27%
IAA
152
Independent Advisor Alliance
North Carolina
$350K -$5.12M -129,625 -94%
KPWS
153
Kestra Private Wealth Services
Texas
$350K +$2.73K +69 +0.8%
FCBT
154
First Citizens Bank & Trust
North Carolina
$345K +$31K +784 +10%
S4W
155
Solutions 4 Wealth
Texas
$336K +$15.4K +391 +5%
FHA
156
Flagship Harbor Advisors
Massachusetts
$334K -$23.9K -604 -7%
APW
157
Atlantic Private Wealth
North Carolina
$330K
WW
158
Winnow Wealth
Texas
$329K -$1.24M -31,416 -79%
FHC
159
First Heartland Consultants
Missouri
$329K +$17.2K +435 +6%
MA
160
Mutual Advisors
Nebraska
$329K +$89K +2,327 +37%
AFG
161
Atomi Financial Group
New York
$328K +$130K +3,291 +66%
OC
162
Oppenheimer & Co
New York
$322K +$38.5K +975 +14%
AAP
163
Arax Advisory Partners
Colorado
$313K +$12.4K +315 +4%
DA
164
Detalus Advisors
Missouri
$312K -$2.61K -66 -0.8%
SFP
165
Sandbox Financial Partners
Maryland
$305K +$7.35K +186 +2%
AIA
166
Armor Investment Advisors
North Carolina
$304K -$43.1K -1,091 -12%
WIA
167
World Investment Advisors
California
$297K -$67.1K -1,700 -18%
SC
168
Scotia Capital
Ontario, Canada
$295K +$60.1K +1,522 +26%
BlackRock
169
BlackRock
New York
$295K +$295K +7,464 New
KCFA
170
Key Client Fiduciary Advisors
New Jersey
$277K +$277K +7,025 New
TC
171
Trilogy Capital
California
$277K +$2.21K +56 +0.8%
CA
172
Clearstead Advisors
Ohio
$274K
Cerity Partners
173
Cerity Partners
New York
$272K -$9.4K -238 -3%
WCG
174
Weaver Consulting Group
California
$270K -$16.1K -408 -6%
CWG
175
Cornerstone Wealth Group
North Carolina
$267K +$267K +6,767 New