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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
TPCW
251
TD Private Client Wealth
New York
$1.66K
AssetMark Inc
252
AssetMark Inc
California
$1.34K -$457 -11 -24%
AFG
253
Albion Financial Group
Utah
$1.01K +$83 +2 +8%
WPA
254
West Paces Advisors
Georgia
$908 +$955 +23 New
DFA
255
DHJJ Financial Advisors
Illinois
$751
CA
256
Crewe Advisors
Utah
$218 +$42 +1 +20%
LFG
257
Larson Financial Group
Missouri
$40
NC
258
NewSquare Capital
Pennsylvania
$19 -$8.3K -200 Closed
HW
259
Hamilton Wealth
California
-$23.6M -562,125 Closed
Mirae Asset Global Investments
260
Mirae Asset Global Investments
South Korea
-$4.95M -118,110 Closed
TCMP
261
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$4.54M -108,414 Closed
NCG
262
Newport Capital Group
New Jersey
-$1.26M -30,147 Closed
AMG
263
Advisors Management Group
Wisconsin
-$1.19M -28,500 Closed
NFG
264
Nations Financial Group
Iowa
-$697K -16,623 Closed
Thrivent Financial for Lutherans
265
Thrivent Financial for Lutherans
Minnesota
-$620K -14,787 Closed
Wolverine Trading
266
Wolverine Trading
Illinois
-$589K -14,050 Closed
CPL
267
CAP Partners LLC
Tennessee
-$570K -13,594 Closed
TI
268
TrueMark Investments
Illinois
-$450K -10,729 Closed
SCA
269
Stonebridge Capital Advisors
Minnesota
-$393K -9,383 Closed
YIH
270
Y-Intercept (HK)
Hong Kong
-$391K -9,320 Closed
MW
271
Maia Wealth
Colorado
-$345K -8,180 Closed
Millennium Management
272
Millennium Management
New York
-$303K -7,235 Closed
SWP
273
Semus Wealth Partners
Florida
-$267K -6,362 Closed
KWM
274
Kingsview Wealth Management
Oregon
-$243K -5,797 Closed
WI
275
Westbourne Investments
Virginia
-$211K -5,030 Closed

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.