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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$8.4M +$545K +13,124 +7%
OCM
27
One Capital Management
California
$8.21M -$425K -10,240 -5%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$7.48M -$102K -2,450 -1%
ARC
29
Advisor Resource Council
Texas
$7.35M +$7.73M +186,193 New
Stifel Financial
30
Stifel Financial
Missouri
$5.99M -$89.4K -2,154 -1%
JWS
31
Juncture Wealth Strategies
Arizona
$5.93M +$51.7K +1,245 +0.8%
BAM
32
Belpointe Asset Management
Nevada
$5.75M +$1.78M +42,802 +42%
AAS
33
Avantax Advisory Services
Texas
$5.62M +$407K +9,814 +7%
RIG
34
RiverFront Investment Group
Virginia
$5.05M -$220K -5,291 -4%
Mirae Asset Global ETFs Holdings
35
Mirae Asset Global ETFs Holdings
Hong Kong
$4.95M +$829K +19,983 +19%
GLA
36
Good Life Advisors
Pennsylvania
$4.78M +$1.02M +24,665 +26%
WWM
37
WJ Wealth Management
Arizona
$4.62M -$4.63M -111,476 -49%
PIWA
38
Prevail Innovative Wealth Advisors
Kansas
$4.58M +$266K +6,407 +6%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$4.13M +$2.04M +49,214 +89%
CFS
40
Compass Financial Services
Iowa
$3.94M +$171K +4,131 +4%
SWM
41
StoneCrest Wealth Management
Arizona
$3.9M +$113K +2,726 +3%
Jane Street
42
Jane Street
New York
$3.8M +$3.99M +96,133 New
IFG
43
Independent Financial Group
California
$3.55M -$260K -6,259 -7%
WS
44
Wedbush Securities
California
$3.42M +$184K +4,425 +5%
CIA
45
Concurrent Investment Advisors
Florida
$3.31M +$1.49M +35,965 +75%
OMC
46
Old Mission Capital
Illinois
$3.3M +$3.47M +83,638 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$3.29M +$201K +4,834 +6%
IPAM
48
Investment Partners Asset Management
New Jersey
$3.12M +$65.3K +1,573 +2%
AWS
49
Atria Wealth Solutions
New York
$3M +$53K +1,276 +2%
CW
50
CreativeOne Wealth
Kansas
$2.96M -$169K -4,075 -5%

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.