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

253 hedge funds and large institutions have $1.26B invested in Global X S&P 500 Covered Call ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
38
Increased
122
Reduced
65
Closed
31
Calls
$999K
Puts
$739K
Net Calls
+$260K
Net Calls Change
-$845K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.4M
2
Bank of America
Bank of America
North Carolina
+$22.7M
3
Ameriprise
Ameriprise
Minnesota
+$17.7M
4
GXJ
Global X Japan
Japan
+$12.5M
5
QC
Quadrature Capital
United Kingdom
+$11.2M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$5.8M
2
IAA
Independent Advisor Alliance
North Carolina
-$5.12M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$4.95M
4
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$4.54M
5
WWM
WJ Wealth Management
Arizona
-$4.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$194M +$26.4M +668,530 +16%
LPL Financial
2
LPL Financial
California
$145M +$4.1M +103,741 +3%
Bank of America
3
Bank of America
North Carolina
$135M +$22.7M +573,750 +20%
NAM
4
Nissay Asset Management
Japan
$65.2M – – –
Raymond James Financial
5
Raymond James Financial
Florida
$58.4M -$2.24M -56,831 -4%
Ameriprise
6
Ameriprise
Minnesota
$50.4M +$17.7M +447,916 +54%
UBS Group
7
UBS Group
Switzerland
$44.7M +$1.41M +35,615 +3%
Wells Fargo
8
Wells Fargo
California
$34.4M +$5.57M +140,956 +19%
BCM
9
Brookstone Capital Management
Illinois
$30.9M +$2.96M +74,917 +11%
GXJ
10
Global X Japan
Japan
$28M +$12.5M +317,278 +81%
Osaic Holdings
11
Osaic Holdings
Arizona
$23.7M +$8.83M +223,651 +59%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$23.4M +$263K +6,670 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$22.9M -$530K -13,421 -2%
HIP
14
HUB Investment Partners
Texas
$21.3M +$3.23M +81,836 +18%
PS
15
Principal Securities
Iowa
$17.4M +$101K +2,399 +0.6%
PAG
16
Private Advisor Group
New Jersey
$14.5M +$3.56M +90,106 +33%
CIA
17
Caerus Investment Advisors
Texas
$14.2M +$1.41M +35,740 +11%
SIM
18
Sims Investment Management
Ohio
$13.7M +$2.95M +74,769 +27%
PCP
19
Proficio Capital Partners
Massachusetts
$13.1M -$3.7M -91,195 -22%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$12.7M -$123K -3,120 -1%
QC
21
Quadrature Capital
United Kingdom
$11.2M +$11.2M +282,676 New
IWM
22
IHT Wealth Management
Illinois
$10.6M +$2.9M +73,505 +38%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$10.2M +$6.65M +168,678 +188%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$9.14M +$453K +11,463 +5%
NFSG
25
Newbridge Financial Services Group
Florida
$8.75M +$2.6M +65,759 +42%
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