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Global X S&P 500 Covered Call ETF

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

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:

3% less funds holding

Funds holding: 253246 (-7)

6% less capital invested

Capital invested by funds: $1.26B → $1.19B (-$71.4M)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

Holders
246
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
TC
176
Trilogy Capital
California
$274K
AIA
177
Armor Investment Advisors
North Carolina
$273K
Cerity Partners
178
Cerity Partners
New York
$268K
AF
179
Allworth Financial
California
$267K
ATPW
180
Ashton Thomas Private Wealth
Arizona
$261K
SC
181
Scotia Capital
Ontario, Canada
$261K
TWM
182
TriaGen Wealth Management
California
$254K
CFG
183
Citizens Financial Group
Rhode Island
$253K
PP
184
Patten & Patten
Tennessee
$250K
FMWA
185
Forvis Mazars Wealth Advisors
Missouri
$250K
EL
186
EQ LLC
Washington
$244K
TCA
187
Transcend Capital Advisors
New Jersey
$244K
GVAG
188
Great Valley Advisor Group
Delaware
$239K
PCS
189
Private Client Services
Kentucky
$236K
SFP
190
Sandbox Financial Partners
Maryland
$229K
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$228K
SOS
192
Silver Oak Securities
Tennessee
$224K
IA
193
IFP Advisors
Florida
$221K
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
MPWS
198
McCarter Private Wealth Services
Massachusetts
$211K
CIBC World Market
199
CIBC World Market
Ontario, Canada
$206K
FS
200
Ferguson Shapiro
Georgia
$204K