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Global X S&P 500 Covered Call ETF

266 hedge funds and large institutions have $1.13B invested in Global X S&P 500 Covered Call ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 119 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

4% less funds holding

Funds holding: 277266 (-11)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
266
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.32M
Puts
$902K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
151
Truist Financial
North Carolina
$452K
PTC
152
Private Trust Company
Ohio
$436K
CWAF
153
Core Wealth Advisors (Florida)
Florida
$426K
CPIG
154
Chicago Partners Investment Group
Illinois
$423K
MCC
155
Money Concepts Capital
Florida
$421K
KCFA
156
Key Client Fiduciary Advisors
New Jersey
$418K
RFM
157
Royal Fund Management
Florida
$418K
CWM
158
Collaborative Wealth Management
Florida
$417K
CA
159
Clearstead Advisors
Ohio
$414K
HWM
160
Horizon Wealth Management
Illinois
$410K
SB
161
Strategic Blueprint
Georgia
$408K
S4W
162
Solutions 4 Wealth
Texas
$400K
GPWM
163
Grant Private Wealth Management
California
$398K
OC
164
Oppenheimer & Co
New York
$397K
TCA
165
Transcend Capital Advisors
New Jersey
$374K
RC
166
Resolute Capital
South Carolina
$369K
FHC
167
First Heartland Consultants
Missouri
$364K
MA
168
Mutual Advisors
Nebraska
$359K
Corient Private Wealth
169
Corient Private Wealth
Florida
$358K
AFG
170
Atomi Financial Group
New York
$355K
CWP
171
Core Wealth Partners
California
$352K
VA
172
VestGen Advisors
Illinois
$352K
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$352K
SL
174
Salomon & Ludwin
Virginia
$349K
JIP
175
Jaffetilchin Investment Partners
Florida
$349K