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Global X S&P 500 Covered Call ETF

256 hedge funds and large institutions have $1.24B invested in Global X S&P 500 Covered Call ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

4% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 98

9% less ownership

Funds ownership: 49.28%40.28% (-9%)

57% less call options, than puts

Call options by funds: $565K | Put options by funds: $1.3M

Holders
256
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
$565K
Puts
$1.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
151
Corient Private Wealth
Florida
$403K
S4W
152
Solutions 4 Wealth
Texas
$403K
SWA
153
Sax Wealth Advisors
New Jersey
$402K
FCBT
154
First Citizens Bank & Trust
North Carolina
$398K
SC
155
Scotia Capital
Ontario, Canada
$385K
PTC
156
Private Trust Company
Ohio
$384K
CFG
157
Copley Financial Group
California
$379K
AIM
158
Advyzon Investment Management
Illinois
$364K
SMC
159
Smith, Moore & Co
Missouri
$361K
FHC
160
First Heartland Consultants
Missouri
$353K
SL
161
Salomon & Ludwin
Virginia
$349K
KA
162
Kovack Advisors
Florida
$347K
VA
163
VestGen Advisors
Illinois
$341K
MA
164
Mutual Advisors
Nebraska
$331K
APW
165
Atlantic Private Wealth
North Carolina
$328K
KCFA
166
Key Client Fiduciary Advisors
New Jersey
$326K
FHA
167
Flagship Harbor Advisors
Massachusetts
$322K
AFG
168
Atomi Financial Group
New York
$318K
KWM
169
KW Wealth Management
California
$314K
SPC
170
Sigma Planning Corp
Michigan
$303K
MWM
171
Modern Wealth Management
Kansas
$302K
SG
172
StoneX Group
New York
$298K
GM
173
GeoWealth Management
Illinois
$295K
TCA
174
Transcend Capital Advisors
New Jersey
$291K
GSWM
175
Golden State Wealth Management
California
$284K