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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
CCAL
126
City Center Advisors LLC
Michigan
$587K -$49.7K -1,197 -7%
EH
127
Equitable Holdings
New York
$565K -$11.5K -276 -2%
MA
128
MAS Advisors
Florida
$552K -$183K -4,408 -24%
KA
129
Kovack Advisors
Florida
$541K -$63.9K -1,539 -10%
MFIM
130
Mesirow Financial Investment Management
Illinois
$529K +$21.4K +516 +4%
FPAS
131
Focus Partners Advisor Solutions
Missouri
$514K +$21.3K +513 +4%
SA
132
Sanctuary Advisors
Indiana
$494K +$47.8K +1,151 +10%
PAS
133
PKS Advisory Services
New York
$491K +$77.8K +1,875 +18%
GSWM
134
Golden State Wealth Management
California
$491K +$830 +20 +0.2%
SCA
135
Snowden Capital Advisors
New York
$485K +$34.9K +840 +7%
HWM
136
Howard Wealth Management
Connecticut
$481K +$21.8K +526 +5%
PA
137
PSI Advisors
Florida
$480K +$165K +3,970 +48%
NA
138
Note Advisors
New York
$472K +$1.91K +46 +0.4%
FCA
139
Fortis Capital Advisors
Kansas
$470K +$494K +11,896 New
HA
140
Herold Advisors
New York
$458K
GM
141
GeoWealth Management
Illinois
$456K +$96K +2,314 +25%
ACM
142
Ashford Capital Management
Delaware
$434K
KWA
143
Kingswood Wealth Advisors
California
$420K -$175K -4,225 -28%
MF
144
Manchester Financial
California
$420K -$9.79K -236 -2%
ACA
145
Aptus Capital Advisors
Alabama
$412K -$101K -2,428 -19%
Corient Private Wealth
146
Corient Private Wealth
Florida
$408K -$53.2K -1,281 -11%
CPIG
147
Chicago Partners Investment Group
Illinois
$399K -$3.73K -90 -0.9%
SPC
148
Sigma Planning Corp
Michigan
$399K +$8.18K +197 +2%
LA
149
Lifeworks Advisors
Michigan
$379K
AIM
150
Advyzon Investment Management
Illinois
$372K +$77.9K +1,876 +25%

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.