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Global X S&P 500 Covered Call ETF

273 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 42 funds opening new positions, 88 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 (-$63.3M)

19% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 108

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
273
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
LFAS
201
Level Four Advisory Services
Texas
$254K
PP
202
Patten & Patten
Tennessee
$246K
PCA
203
Providence Capital Advisors
North Carolina
$238K
HH
204
Hilltop Holdings
Texas
$234K
EWM
205
Elevatus Welath Management
New York
$234K
MOS
206
MGO One Seven
Ohio
$230K
AC
207
AlphaCore Capital
California
$229K
QP
208
Quartz Partners
New York
$226K
SOS
209
Silver Oak Securities
Tennessee
$222K
LA
210
Lifeworks Advisors
Michigan
$217K
JIP
211
Jaffetilchin Investment Partners
Florida
$216K
KFA
212
Kapstone Financial Advisors
Ohio
$213K
WTC
213
WhitTier Trust Company
Nevada
$207K
PCS
214
Private Client Services
Kentucky
$206K
MSFS
215
Main Street Financial Solutions
Pennsylvania
$203K
SFP
216
Sandbox Financial Partners
Maryland
$203K
AW
217
Alteri Wealth
California
$202K
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$185K
SAG
219
SageView Advisory Group
California
$178K
T
220
Tidemark
California
$169K
MIA
221
MeadowBrook Investment Advisors
Michigan
$156K
AF
222
Allworth Financial
California
$156K
PG
223
Proffitt & Goodson
Tennessee
$136K
EI
224
EFG International
$133K
IA
225
IFP Advisors
Florida
$124K