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Global X S&P 500 Covered Call ETF

257 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, 123 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 66

35% more call options, than puts

Call options by funds: $999K | Put options by funds: $739K

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

4% more capital invested

Capital invested by funds: $1.22B → $1.26B (+$45.3M)

1% more funds holding

Funds holding: 255257 (+2)

0.07% less ownership

Funds ownership: 41.09%41.02% (-0.07%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
257
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
3.45%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
38
Increased
123
Reduced
66
Closed
32
Calls
$999K
Puts
$739K
Net Calls
+$260K
Net Calls Change
-$845K
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
226
LGT Financial Advisors
Texas
$35.3K +$37.1K +895 New
MCM
227
MAI Capital Management
Ohio
$33.1K -$2.49K -60 -7%
MWA
228
Medallion Wealth Advisors
Connecticut
$27.7K
OWA
229
Opal Wealth Advisors
New York
$27.6K +$29.1K +700 New
PPA
230
Painted Porch Advisors
California
$23.7K
UIA
231
Ulland Investment Advisors
Minnesota
$20K +$20.8K +500 New
AWM
232
Angeles Wealth Management
California
$19.7K
ADL
233
Asset Dedication LLC
California
$19.7K +$20.8K +500 New
WB
234
Webster Bank
Connecticut
$19.2K
EWM
235
EPG Wealth Management
Georgia
$18.2K
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$17.4K +$18.3K +441 New
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$12K -$61.2K -1,475 -83%
CIA
238
Cape Investment Advisory
Georgia
$10.1K -$58.4K -1,408 -85%
MAS
239
MPWM Advisory Solutions
Georgia
$9.87K
BCMLT
240
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.9K
CIAS
241
Capital Investment Advisory Services
North Carolina
$6.83K +$6.89K +166 +2,371%
HIA
242
Harbor Investment Advisory
Maryland
$6.44K +$6.76K +163 New
BFO
243
Biltmore Family Office
North Carolina
$4.94K
BCWM
244
Bartlett & Co Wealth Management
Ohio
$4.07K -$8.72K -210 -67%
NS
245
NBC Securities
Alabama
$3K +$4.15K +100 New
MCM
246
Manchester Capital Management
Vermont
$2.59K -$3.2K -77 -54%
BNP Paribas Financial Markets
247
BNP Paribas Financial Markets
France
$2.57K -$1.09M -26,357 -100%
WIM
248
Westside Investment Management
California
$2.49K +$2.62K +63 New
SAM
249
Smartleaf Asset Management
Massachusetts
$2.16K -$58.4K -1,408 -96%
Simplex Trading
250
Simplex Trading
Illinois
$2K -$53.6K -1,291 -95%

XYLD Hedge Fund Activity: Q1 2025 in Review

257 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q1 2025, worth a combined $1.26B — up 3.7% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new XYLD positions and 32 closed out — a net gain of 6 holders — while 123 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.7M. The largest seller was Hamilton Wealth, exiting entirely with an estimated $23.6M sold.

  • 257 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q1 2025, up from 255 in Q4 2024.
  • Funds reported $1.26B of Global X S&P 500 Covered Call ETF stock for Q1 2025, up 3.7% quarter-over-quarter.
  • 38 funds opened new Global X S&P 500 Covered Call ETF positions in Q1 2025 and 32 closed out, a net change of +6 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q1 2025 was Morgan Stanley, an estimated $27.7M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q1 2025 was Hamilton Wealth, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2025.