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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
PIA
101
Perennial Investment Advisors
California
$832K +$13K +313 +2%
CL
102
Choreo LLC
Illinois
$830K +$955 +23 +0.1%
FFA
103
First Foundation Advisors
California
$828K +$578K +13,915 +197%
AAS
104
Annex Advisory Services
Wisconsin
$805K +$280K +6,738 +49%
DADC
105
D.A. Davidson & Co
Montana
$801K -$57.1K -1,375 -6%
PA
106
Procyon Advisors
Connecticut
$790K
FAIM
107
Financial Advocates Investment Management
Washington
$782K +$822K +19,810 New
SWP
108
Stratos Wealth Partners
Ohio
$765K -$34K -820 -4%
JPLA
109
Joseph P. Lucia & Associates
New York
$758K -$52K -1,252 -6%
PAS
110
Park Avenue Securities
New York
$753K +$81.8K +1,971 +12%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$737K -$9.09K -219 -1%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$720K +$39.1K +941 +5%
AFP
113
Ausdal Financial Partners
Iowa
$712K +$120K +2,901 +19%
B
114
Bensler
Washington
$695K +$22K +531 +3%
William Blair & Company
115
William Blair & Company
Illinois
$692K +$26.1K +630 +4%
FFA
116
Founders Financial Alliance
North Carolina
$690K +$47.2K +1,138 +7%
NRI
117
NFP Retirement Inc
California
$670K +$358K +8,616 +103%
BPA
118
Beacon Pointe Advisors
California
$666K +$105K +2,519 +18%
Truist Financial
119
Truist Financial
North Carolina
$632K +$215K +5,181 +48%
IHWM
120
Iron Horse Wealth Management
Iowa
$620K -$62.9K -1,515 -9%
RFN
121
Redwood Financial Network
Ohio
$615K -$249 -6 -0%
CMMS
122
Comprehensive Money Management Services
Florida
$613K -$10.9K -262 -2%
AG
123
AmeriFlex Group
Nevada
$606K +$637K +15,345 New
AWA
124
Arete Wealth Advisors
Illinois
$596K +$45.7K +1,100 +8%
CWP
125
Capital Wealth Planning
Florida
$589K +$619K +14,908 New

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.