We are live on ! Find out more
XYLD icon

Global X S&P 500 Covered Call ETF

277 hedge funds and large institutions have $1.18B invested in Global X S&P 500 Covered Call ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 108 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

57% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $1.12M

7% more funds holding

Funds holding: 258277 (+19)

2.76% less ownership

Funds ownership: 40.29%37.53% (-2.8%)

5% less capital invested

Capital invested by funds: $1.24B → $1.18B (-$62.4M)

18% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 108

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
277
Holders Change
+19
Holders Change %
+7.36%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
44
Increased
89
Reduced
108
Closed
21
Calls
$1.76M
Puts
$1.12M
Net Calls
+$638K
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
76
1832 Asset Management
Ontario, Canada
$1.51M
ACM
77
AlphaStar Capital Management
North Carolina
$1.51M -$284K -7,086 -16%
APW
78
Aventura Private Wealth
Florida
$1.47M +$600 +15 +0%
HAS
79
HBW Advisory Services
California
$1.4M -$397K -9,912 -22%
OCBCO
80
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.38M
BCP
81
Blue Chip Partners
Michigan
$1.38M -$114K -2,839 -8%
PFO
82
PMG Family Office
Texas
$1.35M -$211K -5,281 -14%
ML
83
McAdam LLC
Pennsylvania
$1.35M +$105K +2,616 +9%
BSB
84
Bangor Savings Bank
Maine
$1.34M
GSIAS
85
Garden State Investment Advisory Services
New Jersey
$1.25M +$250K +6,243 +26%
AMG
86
APS Management Group
California
$1.24M +$71.1K +1,776 +6%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$1.23M +$1.21M +30,225 New
PA
88
PSI Advisors
Florida
$1.21M +$35.3K +882 +3%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$1.18M +$372K +9,307 +47%
Lido Advisors
90
Lido Advisors
California
$1.14M
NCG
91
Newport Capital Group
New Jersey
$1.12M
SW
92
Simplicity Wealth
New Jersey
$1.1M -$269K -6,727 -20%
IFG
93
Independent Financial Group
California
$1.08M +$73.5K +1,837 +7%
AFP
94
Ausdal Financial Partners
Iowa
$1.07M +$400 +10 +0%
P
95
&Partners
Tennessee
$1.07M +$93.1K +2,327 +10%
BAAM
96
Baker Avenue Asset Management
California
$1.03M +$145K +3,618 +17%
1WM
97
1900 Wealth Management
Texas
$1.02M -$67K -1,675 -6%
BFG
98
Berger Financial Group
Minnesota
$986K -$41.7K -1,041 -4%
VCP
99
Verus Capital Partners
Arizona
$974K -$977K -24,405 -50%
CAG
100
Curtis Advisory Group
California
$929K -$8.56K -214 -0.9%