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Global X S&P 500 Covered Call ETF
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Overview Fund Activity

246 hedge funds and large institutions have $1.19B 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, 109 increasing their positions, 77 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.3%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
30
Increased
109
Reduced
77
Closed
36
Calls
$1.71M
Puts
$1.69M
Net Calls
+$14K
Net Calls Change
-$246K

Top Buyers

1
PCP
Proficio Capital Partners
Massachusetts
+$17.2M
2
FFA
First Foundation Advisors
California
+$7.33M
3
Ameriprise
Ameriprise
Minnesota
+$7.16M
4
JWCA
J.W. Cole Advisors
Florida
+$7.03M
5
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$5.66M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$36.9M
2
Morgan Stanley
Morgan Stanley
New York
-$19.2M
3
LPL Financial
LPL Financial
California
-$13.6M
4
QC
Quadrature Capital
United Kingdom
-$9.07M
5
OCM
One Capital Management
California
-$8.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
176
Trilogy Capital
California
$274K +$1.29K +33 +0.5%
AIA
177
Armor Investment Advisors
North Carolina
$273K -$26.5K -681 -9%
Cerity Partners
178
Cerity Partners
New York
$268K – – –
AF
179
Allworth Financial
California
$267K +$24.3K +623 +10%
ATPW
180
Ashton Thomas Private Wealth
Arizona
$261K +$261K +6,707 New
SC
181
Scotia Capital
Ontario, Canada
$261K -$30K -770 -10%
TWM
182
TriaGen Wealth Management
California
$254K +$34K +873 +15%
CFG
183
Citizens Financial Group
Rhode Island
$253K +$253K +6,492 New
PP
184
Patten & Patten
Tennessee
$250K +$250K +6,430 New
FMWA
185
Forvis Mazars Wealth Advisors
Missouri
$250K +$250K +6,425 New
EL
186
EQ LLC
Washington
$244K +$244K +6,263 New
TCA
187
Transcend Capital Advisors
New Jersey
$244K +$244K +6,255 New
GVAG
188
Great Valley Advisor Group
Delaware
$239K +$36.4K +935 +18%
PCS
189
Private Client Services
Kentucky
$236K +$6.78K +174 +3%
SFP
190
Sandbox Financial Partners
Maryland
$229K -$71.3K -1,831 -24%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$228K +$63.4K +1,632 +39%
SOS
192
Silver Oak Securities
Tennessee
$224K +$224K +5,757 New
IA
193
IFP Advisors
Florida
$221K +$51.1K +1,312 +30%
QP
194
Quartz Partners
New York
$217K – – –
KIA
195
KCM Investment Advisors
California
$215K – – –
STA
196
Summit Trail Advisors
New York
$214K – – –
MCC
197
Money Concepts Capital
Florida
$213K -$28K -720 -12%
MPWS
198
McCarter Private Wealth Services
Massachusetts
$211K – – –
CIBC World Market
199
CIBC World Market
Ontario, Canada
$206K +$206K +5,300 New
FS
200
Ferguson Shapiro
Georgia
$204K +$6.04K +155 +3%
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