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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding

Funds holding:

less ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.76M
Puts
$1.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HF
151
HRT Financial
New York
$474K
SS
152
Sunbelt Securities
Texas
$472K
AWM
153
AE Wealth Management
Kansas
$468K
NA
154
Note Advisors
New York
$467K
William Blair & Company
155
William Blair & Company
Illinois
$453K
FCBT
156
First Citizens Bank & Trust
North Carolina
$447K
CFG
157
Copley Financial Group
California
$445K
AIM
158
Advyzon Investment Management
Illinois
$437K
PTC
159
Private Trust Company
Ohio
$434K
SMC
160
Smith, Moore & Co
Missouri
$433K
CA
161
Clearstead Advisors
Ohio
$430K
CPIG
162
Chicago Partners Investment Group
Illinois
$430K
HWM
163
Horizon Wealth Management
Illinois
$425K
SPIA
164
Steward Partners Investment Advisory
New York
$418K
TWM
165
Tortuga Wealth Management
California
$400K
GM
166
GeoWealth Management
Illinois
$396K
OC
167
Oppenheimer & Co
New York
$394K
KWM
168
KW Wealth Management
California
$392K
GIA
169
Gladstone Institutional Advisory
Florida
$384K
RFM
170
Royal Fund Management
Florida
$383K
FHC
171
First Heartland Consultants
Missouri
$376K
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$374K
GPWM
173
Grant Private Wealth Management
California
$373K
RC
174
Resolute Capital
South Carolina
$372K
HI
175
Hyundai Investments
South Korea
$370K