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Global X S&P 500 Covered Call ETF

250 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 32 funds opening new positions, 113 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 (-$56.7M)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 254250 (-4)

Holders
250
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
GSWM
176
Golden State Wealth Management
California
$282K
TSS
177
Two Sigma Securities
New York
$275K
LA
178
Lifeworks Advisors
Michigan
$274K
TC
179
Trilogy Capital
California
$274K
AIA
180
Armor Investment Advisors
North Carolina
$273K
Cerity Partners
181
Cerity Partners
New York
$268K
AF
182
Allworth Financial
California
$267K
ATPW
183
Ashton Thomas Private Wealth
Arizona
$261K
SC
184
Scotia Capital
Ontario, Canada
$261K
PCA
185
Prosperity Capital Advisors
Ohio
$260K
TWM
186
TriaGen Wealth Management
California
$254K
CFG
187
Citizens Financial Group
Rhode Island
$253K
PP
188
Patten & Patten
Tennessee
$250K
FMWA
189
Forvis Mazars Wealth Advisors
Missouri
$250K
EL
190
EQ LLC
Washington
$244K
TCA
191
Transcend Capital Advisors
New Jersey
$244K
GVAG
192
Great Valley Advisor Group
Delaware
$239K
PCS
193
Private Client Services
Kentucky
$236K
SFP
194
Sandbox Financial Partners
Maryland
$229K
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$228K
SOS
196
Silver Oak Securities
Tennessee
$224K
IA
197
IFP Advisors
Florida
$221K
QP
198
Quartz Partners
New York
$217K
KIA
199
KCM Investment Advisors
California
$215K
STA
200
Summit Trail Advisors
New York
$214K