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Global X S&P 500 Covered Call ETF

250 hedge funds and large institutions have $1.2B invested in Global X S&P 500 Covered Call ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 113 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

5% less capital invested

Capital invested by funds: $1.26B → $1.2B (-$56.7M)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 254250 (-4)

Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.71M
Puts
$1.69M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Private Trust Company
Ohio
$380K
OCM
152
Objective Capital Management
Ohio
$377K
HWM
153
Horizon Wealth Management
Illinois
$369K
FCBT
154
First Citizens Bank & Trust
North Carolina
$360K
SL
155
Salomon & Ludwin
Virginia
$359K
IAA
156
Independent Advisor Alliance
North Carolina
$359K
SWA
157
Sax Wealth Advisors
New Jersey
$357K
SAW
158
Signal Advisors Wealth
Michigan
$343K
S4W
159
Solutions 4 Wealth
Texas
$342K
MA
160
Mutual Advisors
Nebraska
$341K
GM
161
GeoWealth Management
Illinois
$340K
VA
162
VestGen Advisors
Illinois
$338K
FHC
163
First Heartland Consultants
Missouri
$335K
FPAS
164
Focus Partners Advisor Solutions
Missouri
$329K
AFG
165
Atomi Financial Group
New York
$329K
FHA
166
Flagship Harbor Advisors
Massachusetts
$326K
APW
167
Atlantic Private Wealth
North Carolina
$325K
KCFA
168
Key Client Fiduciary Advisors
New Jersey
$321K
AAP
169
Arax Advisory Partners
Colorado
$318K
SG
170
StoneX Group
New York
$317K
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$306K
SPC
172
Sigma Planning Corp
Michigan
$299K
OC
173
Oppenheimer & Co
New York
$299K
CSS
174
Cubist Systematic Strategies
Connecticut
$297K
WIA
175
World Investment Advisors
California
$292K