XYLD icon

Global X S&P 500 Covered Call ETF

247 hedge funds and large institutions have $1.2B invested in Global X S&P 500 Covered Call ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 112 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

5% less capital invested

Capital invested by funds: $1.26B → $1.2B (-$58.6M)

2% less funds holding

Funds holding: 253247 (-6)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

Holders
247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.71M
Puts
$1.69M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
226
Opal Wealth Advisors
New York
$26.6K
MWM
227
MGB Wealth Management
Texas
$25.7K
FMP
228
Financial Management Professionals
Texas
$21.2K
UIA
229
Ulland Investment Advisors
Minnesota
$19K
WB
230
Webster Bank
Connecticut
$18.9K
MCM
231
MAI Capital Management
Ohio
$17.5K
Simplex Trading
232
Simplex Trading
Illinois
$16K
LFG
233
Larson Financial Group
Missouri
$15.6K
QWM
234
Quaker Wealth Management
New Jersey
$12.5K
BNP Paribas Financial Markets
235
BNP Paribas Financial Markets
France
$11.3K
MAS
236
MPWM Advisory Solutions
Georgia
$9.73K
CIA
237
Cape Investment Advisory
Georgia
$7.79K
BCMLT
238
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.79K
BCWM
239
Bartlett & Co Wealth Management
Ohio
$4.01K
HNB
240
Huntington National Bank
Ohio
$3.85K
CIAS
241
Capital Investment Advisory Services
North Carolina
$3.23K
NS
242
NBC Securities
Alabama
$3K
TPCW
243
TD Private Client Wealth
New York
$1.64K
MCM
244
Manchester Capital Management
Vermont
$1.57K
AFG
245
Albion Financial Group
Utah
$1.03K
DFA
246
DHJJ Financial Advisors
Illinois
$740
SAM
247
Smartleaf Asset Management
Massachusetts
$544
CA
248
Crewe Advisors
Utah
$222
NC
249
NewSquare Capital
Pennsylvania
$19
OCM
250
One Capital Management
California