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Global X S&P 500 Covered Call & Growth ETF

25 hedge funds and large institutions have $22.1M invested in Global X S&P 500 Covered Call & Growth ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FMLI
1
Fukoku Mutual Life Insurance
Japan
$6.93M +$6.93M +178,000 New
Bank of America
2
Bank of America
North Carolina
$3.53M -$1.08M -39,389 -23%
LPL Financial
3
LPL Financial
California
$3.04M -$140K -5,098 -4%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.21M +$2.03M +72,872 +1,120%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.02M +$529K +19,226 +108%
Raymond James Financial
6
Raymond James Financial
Florida
$726K +$365K +13,263 +101%
AAS
7
Avantax Advisory Services
Texas
$721K -$96.2K -3,493 -12%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$594K +$99.4K +3,611 +20%
MA
9
Mutual Advisors
Nebraska
$545K +$85.3K +3,040 +19%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$523K +$1.18K +43 +0.2%
WA
11
Whipplewood Advisors
Colorado
$481K +$479K +17,407 +32,843%
FFA
12
Farther Finance Advisors
California
$394K +$59.7K +2,168 +18%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$375K +$63.9K +2,319 +21%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$256K -$194K -7,056 -43%
CMMS
15
Comprehensive Money Management Services
Florida
$238K -$30.3K -1,100 -11%
IA
16
IFP Advisors
Florida
$125K +$51.6K +1,875 +71%
SS
17
SBI Securities
Japan
$122K +$4.49K +163 +4%
UBS Group
18
UBS Group
Switzerland
$91.8K +$91.8K +3,334 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$45.8K +$45.8K +1,662 New
NS
20
NBC Securities
Alabama
$40K
AAS
21
Ameritas Advisory Services
Nebraska
$36.5K +$36.5K +1,324 New
PTC
22
Private Trust Company
Ohio
$27.5K +$13.8K +500 +100%
CWM
23
Crowley Wealth Management
Delaware
$8.73K
NSIM
24
North Star Investment Management
Illinois
$5.72K +$110 +4 +2%
Morgan Stanley
25
Morgan Stanley
New York
$60