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Global X S&P 500 Covered Call ETF

259 hedge funds and large institutions have $1.24B invested in Global X S&P 500 Covered Call ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

2% more funds holding

Funds holding: 253259 (+6)

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$36.4M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 99

9.02% less ownership

Funds ownership: 49.32%40.3% (-9%)

57% less call options, than puts

Call options by funds: $565K | Put options by funds: $1.3M

Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
3.4%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
94
Reduced
99
Closed
27
Calls
$565K
Puts
$1.3M
Net Calls
-$738K
Net Calls Change
-$752K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$154M -$20.2M -517,096 -12%
LPL Financial
2
LPL Financial
California
$130M -$138K -3,531 -0.1%
Bank of America
3
Bank of America
North Carolina
$85.2M -$11.2M -287,084 -12%
SLI
4
Sumitomo Life Insurance
Japan
$67.1M +$66.7M +1,710,000 New
Ameriprise
5
Ameriprise
Minnesota
$66.5M +$8.94M +229,004 +16%
NAM
6
Nissay Asset Management
Japan
$64.9M
Raymond James Financial
7
Raymond James Financial
Florida
$48.8M -$4.22M -108,139 -8%
UBS Group
8
UBS Group
Switzerland
$45M -$3.39M -86,801 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$39.5M +$10.9M +280,018 +38%
GXJ
10
Global X Japan
Japan
$38.9M +$5.83M +149,287 +18%
Wells Fargo
11
Wells Fargo
California
$38.1M +$519K +13,293 +1%
BCM
12
Brookstone Capital Management
Illinois
$31.8M -$502K -12,873 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$20.2M -$4.28M -109,670 -18%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$19.3M +$5.86M +150,166 +44%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$18.3M -$4.29M -109,844 -19%
HIP
16
HUB Investment Partners
Texas
$17.6M -$3.2M -81,936 -15%
PS
17
Principal Securities
Iowa
$16.8M +$397K +10,183 +2%
SIM
18
Sims Investment Management
Ohio
$16M +$1.76M +45,057 +12%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$14M +$954K +24,443 +7%
CIA
20
Caerus Investment Advisors
Texas
$12.5M +$468 +12 +0%
Kayne Anderson Rudnick Investment Management
21
Kayne Anderson Rudnick Investment Management
California
$11.9M +$389K +9,960 +3%
FFA
22
First Foundation Advisors
California
$10.2M +$2.02M +51,833 +25%
Mirae Asset Global ETFs Holdings
23
Mirae Asset Global ETFs Holdings
Hong Kong
$8.43M +$2.4M +61,482 +40%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$8.09M -$1.35M -34,550 -14%
PAG
25
Private Advisor Group
New Jersey
$7.82M -$456K -11,682 -6%