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Global X S&P 500 Covered Call ETF

271 hedge funds and large institutions have $1.17B invested in Global X S&P 500 Covered Call ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 87 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 → $1.17B (-$67.1M)

19% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 108

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
271
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
Creative Planning
176
Creative Planning
Kansas
$347K
FPAS
177
Focus Partners Advisor Solutions
Missouri
$343K
TI
178
TrueMark Investments
Illinois
$338K
MA
179
Mutual Advisors
Nebraska
$335K
AFG
180
Atomi Financial Group
New York
$335K
SPC
181
Sigma Planning Corp
Michigan
$334K
FHA
182
Flagship Harbor Advisors
Massachusetts
$333K
SB
183
Strategic Blueprint
Georgia
$328K
KCFA
184
Key Client Fiduciary Advisors
New Jersey
$318K
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$305K
TC
186
Trilogy Capital
California
$302K
AQR Capital Management
187
AQR Capital Management
Connecticut
$296K
GSWM
188
Golden State Wealth Management
California
$294K
MCC
189
Money Concepts Capital
Florida
$294K
BlackRock
190
BlackRock
New York
$282K
AIA
191
Armor Investment Advisors
North Carolina
$276K
MFIM
192
Mesirow Financial Investment Management
Illinois
$275K
CWP
193
Core Wealth Partners
California
$275K
WIA
194
World Investment Advisors
California
$275K
PCA
195
Prosperity Capital Advisors
Ohio
$270K
TSS
196
Two Sigma Securities
New York
$268K
JWCA
197
J.W. Cole Advisors
Florida
$264K
EL
198
EQ LLC
Washington
$254K
LFAS
199
Level Four Advisory Services
Texas
$254K
PP
200
Patten & Patten
Tennessee
$246K