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Global X S&P 500 Covered Call ETF

277 hedge funds and large institutions have $1.18B invested in Global X S&P 500 Covered Call ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 108 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

57% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $1.12M

7% more funds holding

Funds holding: 258277 (+19)

2.76% less ownership

Funds ownership: 40.29%37.53% (-2.8%)

5% less capital invested

Capital invested by funds: $1.24B → $1.18B (-$62.4M)

18% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 108

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
277
Holders Change
+19
Holders Change %
+7.36%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
44
Increased
89
Reduced
108
Closed
21
Calls
$1.76M
Puts
$1.12M
Net Calls
+$638K
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
151
HRT Financial
New York
$474K +$246K +6,147 +111%
SS
152
Sunbelt Securities
Texas
$472K -$6.8K -170 -1%
AWM
153
AE Wealth Management
Kansas
$468K +$297K +7,432 +182%
NA
154
Note Advisors
New York
$467K -$5.12K -128 -1%
William Blair & Company
155
William Blair & Company
Illinois
$453K -$234K -5,843 -34%
FCBT
156
First Citizens Bank & Trust
North Carolina
$447K +$34.6K +865 +9%
CFG
157
Copley Financial Group
California
$445K +$51.8K +1,293 +13%
AIM
158
Advyzon Investment Management
Illinois
$437K +$59.2K +1,478 +16%
PTC
159
Private Trust Company
Ohio
$434K +$36.7K +916 +9%
SMC
160
Smith, Moore & Co
Missouri
$433K +$59K +1,475 +16%
CA
161
Clearstead Advisors
Ohio
$430K
CPIG
162
Chicago Partners Investment Group
Illinois
$430K -$9.24K -231 -2%
HWM
163
Horizon Wealth Management
Illinois
$425K
SPIA
164
Steward Partners Investment Advisory
New York
$418K -$76.9K -1,921 -16%
TWM
165
Tortuga Wealth Management
California
$400K +$394K +9,854 New
GM
166
GeoWealth Management
Illinois
$396K +$89.3K +2,231 +30%
OC
167
Oppenheimer & Co
New York
$394K +$113K +2,833 +41%
KWM
168
KW Wealth Management
California
$392K +$66.8K +1,669 +21%
GIA
169
Gladstone Institutional Advisory
Florida
$384K -$49.5K -1,238 -12%
RFM
170
Royal Fund Management
Florida
$383K +$153K +3,828 +68%
FHC
171
First Heartland Consultants
Missouri
$376K +$9.93K +248 +3%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$374K +$188K +4,700 +104%
GPWM
173
Grant Private Wealth Management
California
$373K +$367K +9,182 New
RC
174
Resolute Capital
South Carolina
$372K +$367K +9,166 New
HI
175
Hyundai Investments
South Korea
$370K +$364K +9,084 New