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Global X S&P 500 Covered Call ETF

259 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, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

2% more funds holding

Funds holding: 253259 (+6)

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$36.4M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 99

9.02% less ownership

Funds ownership: 49.32%40.3% (-9%)

57% less call options, than puts

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

Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
3.4%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
94
Reduced
99
Closed
27
Calls
$565K
Puts
$1.3M
Net Calls
-$738K
Net Calls Change
-$752K
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
151
Horizon Wealth Management
Illinois
$411K +$38.3K +981 +10%
Corient Private Wealth
152
Corient Private Wealth
Florida
$403K +$1.29K +33 +0.3%
S4W
153
Solutions 4 Wealth
Texas
$403K +$58.2K +1,491 +17%
SWA
154
Sax Wealth Advisors
New Jersey
$402K +$41.5K +1,062 +12%
FCBT
155
First Citizens Bank & Trust
North Carolina
$398K +$34.8K +891 +10%
SC
156
Scotia Capital
Ontario, Canada
$385K +$122K +3,117 +47%
PTC
157
Private Trust Company
Ohio
$384K
CFG
158
Copley Financial Group
California
$379K +$377K +9,654 New
AIM
159
Advyzon Investment Management
Illinois
$364K -$57.9K -1,484 -14%
SMC
160
Smith, Moore & Co
Missouri
$361K +$359K +9,194 New
FHC
161
First Heartland Consultants
Missouri
$353K +$15.9K +407 +5%
SL
162
Salomon & Ludwin
Virginia
$349K -$13.7K -350 -4%
KA
163
Kovack Advisors
Florida
$347K -$217K -5,555 -39%
VA
164
VestGen Advisors
Illinois
$341K
MA
165
Mutual Advisors
Nebraska
$331K -$15.8K -404 -5%
APW
166
Atlantic Private Wealth
North Carolina
$328K
KCFA
167
Key Client Fiduciary Advisors
New Jersey
$326K +$2.65K +68 +0.8%
FHA
168
Flagship Harbor Advisors
Massachusetts
$322K -$6.4K -164 -2%
AFG
169
Atomi Financial Group
New York
$318K -$13.4K -343 -4%
KWM
170
KW Wealth Management
California
$314K +$312K +7,991 New
SPC
171
Sigma Planning Corp
Michigan
$303K +$1.09K +28 +0.4%
MWM
172
Modern Wealth Management
Kansas
$302K +$300K +7,693 New
SG
173
StoneX Group
New York
$298K -$22.3K -571 -7%
GM
174
GeoWealth Management
Illinois
$295K -$47.3K -1,212 -14%
TCA
175
Transcend Capital Advisors
New Jersey
$291K +$45.2K +1,159 +19%