XYLD icon

Global X S&P 500 Covered Call ETF
XYLD

Overview Fund Activity

253 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, 122 increasing their positions, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
38
Increased
122
Reduced
65
Closed
31
Calls
$999K
Puts
$739K
Net Calls
+$260K
Net Calls Change
-$845K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.4M
2
Bank of America
Bank of America
North Carolina
+$22.7M
3
Ameriprise
Ameriprise
Minnesota
+$17.7M
4
GXJ
Global X Japan
Japan
+$12.5M
5
QC
Quadrature Capital
United Kingdom
+$11.2M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$5.8M
2
IAA
Independent Advisor Alliance
North Carolina
-$5.12M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$4.95M
4
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$4.54M
5
WWM
WJ Wealth Management
Arizona
-$4.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
101
Choreo LLC
Illinois
$830K +$908 +23 +0.1%
FFA
102
First Foundation Advisors
California
$828K +$550K +13,915 +197%
AAS
103
Annex Advisory Services
Wisconsin
$805K +$266K +6,738 +49%
DADC
104
D.A. Davidson & Co
Montana
$801K -$54.3K -1,375 -6%
PA
105
Procyon Advisors
Connecticut
$790K – – –
FAIM
106
Financial Advocates Investment Management
Washington
$782K +$782K +19,810 New
SWP
107
Stratos Wealth Partners
Ohio
$765K -$32.4K -820 -4%
JPLA
108
Joseph P. Lucia & Associates
New York
$758K -$49.4K -1,252 -6%
PAS
109
Park Avenue Securities
New York
$753K +$77.8K +1,971 +12%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$737K -$8.65K -219 -1%
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
$720K +$37.2K +941 +5%
AFP
112
Ausdal Financial Partners
Iowa
$712K +$115K +2,901 +19%
B
113
Bensler
Washington
$695K +$21K +531 +3%
William Blair & Company
114
William Blair & Company
Illinois
$692K +$24.9K +630 +4%
FFA
115
Founders Financial Alliance
North Carolina
$690K +$44.9K +1,138 +7%
NRI
116
NFP Retirement Inc
California
$670K +$340K +8,616 +103%
BPA
117
Beacon Pointe Advisors
California
$666K +$99.5K +2,519 +18%
Truist Financial
118
Truist Financial
North Carolina
$632K +$205K +5,181 +48%
IHWM
119
Iron Horse Wealth Management
Iowa
$620K -$59.8K -1,515 -9%
RFN
120
Redwood Financial Network
Ohio
$615K -$237 -6 -0%
CMMS
121
Comprehensive Money Management Services
Florida
$613K -$10.3K -262 -2%
AG
122
AmeriFlex Group
Nevada
$606K +$606K +15,345 New
AWA
123
Arete Wealth Advisors
Illinois
$596K +$43.5K +1,100 +8%
CWP
124
Capital Wealth Planning
Florida
$589K +$589K +14,908 New
CCAL
125
City Center Advisors LLC
Michigan
$587K -$47.3K -1,197 -7%
3 4
5
6 7