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Global X S&P 500 Covered Call ETF

247 hedge funds and large institutions have $1.2B invested in Global X S&P 500 Covered Call ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 112 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

5% less capital invested

Capital invested by funds: $1.26B → $1.2B (-$58.6M)

2% less funds holding

Funds holding: 253247 (-6)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

Holders
247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.71M
Puts
$1.69M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
176
Lifeworks Advisors
Michigan
$274K
TC
177
Trilogy Capital
California
$274K
AIA
178
Armor Investment Advisors
North Carolina
$273K
Cerity Partners
179
Cerity Partners
New York
$268K
AF
180
Allworth Financial
California
$267K
ATPW
181
Ashton Thomas Private Wealth
Arizona
$261K
SC
182
Scotia Capital
Ontario, Canada
$261K
PCA
183
Prosperity Capital Advisors
Ohio
$260K
TWM
184
TriaGen Wealth Management
California
$254K
CFG
185
Citizens Financial Group
Rhode Island
$253K
PP
186
Patten & Patten
Tennessee
$250K
FMWA
187
Forvis Mazars Wealth Advisors
Missouri
$250K
EL
188
EQ LLC
Washington
$244K
TCA
189
Transcend Capital Advisors
New Jersey
$244K
GVAG
190
Great Valley Advisor Group
Delaware
$239K
PCS
191
Private Client Services
Kentucky
$236K
SFP
192
Sandbox Financial Partners
Maryland
$229K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$228K
SOS
194
Silver Oak Securities
Tennessee
$224K
IA
195
IFP Advisors
Florida
$221K
QP
196
Quartz Partners
New York
$217K
KIA
197
KCM Investment Advisors
California
$215K
STA
198
Summit Trail Advisors
New York
$214K
MCC
199
Money Concepts Capital
Florida
$213K
MPWS
200
McCarter Private Wealth Services
Massachusetts
$211K