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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
PI
51
PFG Investments
New York
$2.91M +$132K +3,179 +5%
NAS
52
NWF Advisory Services
California
$2.87M +$3.01M +72,559 New
APP
53
Avantax Planning Partners
Iowa
$2.71M +$537K +12,937 +23%
AAS
54
Ameritas Advisory Services
Nebraska
$2.69M -$6.23K -150 -0.2%
SLWA
55
San Luis Wealth Advisors
California
$2.52M +$1.92M +46,265 +264%
UIC
56
Uniplan Investment Counsel
Wisconsin
$2.48M -$104K -2,498 -4%
SS
57
SBI Securities
Japan
$2.37M +$34.4K +828 +1%
LFS
58
Littlejohn Financial Services
Oregon
$2.33M +$93.6K +2,256 +4%
EM
59
ELCO Management
New York
$2.31M -$8.3K -200 -0.3%
KAS
60
Kestra Advisory Services
Texas
$2.23M +$1.01M +24,347 +76%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$2.2M -$251K -6,047 -10%
NA
62
NewEdge Advisors
Louisiana
$2.16M +$270K +6,509 +13%
ASN
63
Advisory Services Network
Georgia
$2.11M +$282K +6,804 +15%
FAM
64
Flaharty Asset Management
Florida
$2M +$49.8K +1,199 +2%
IAIM
65
International Assets Investment Management
Florida
$1.91M -$491K -11,842 -20%
IFWM
66
Institute for Wealth Management
Colorado
$1.89M -$34.8K -838 -2%
HAS
67
HBW Advisory Services
California
$1.88M +$629K +15,158 +47%
GAMC
68
Garner Asset Management Corp
Texas
$1.82M +$1.92M +46,195 New
MML Investors Services
69
MML Investors Services
Massachusetts
$1.77M +$178K +4,297 +11%
BWA
70
Beam Wealth Advisors
Louisiana
$1.76M -$50.9K -1,227 -3%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$1.72M +$184K +4,443 +11%
P
72
&Partners
Tennessee
$1.71M +$1.81M +43,650 New
BSB
73
Bangor Savings Bank
Maine
$1.68M
Mariner
74
Mariner
Kansas
$1.67M -$309K -7,452 -15%
KFS
75
Kaizen Financial Strategies
California
$1.67M +$526K +12,675 +43%

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.