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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
SL
151
Salomon & Ludwin
Virginia
$364K
BMWS
152
Brady Martz Wealth Solutions
North Dakota
$362K -$42 -1 -0%
MAM
153
Milestone Asset Management
Pennsylvania
$353K +$78.8K +1,898 +27%
IAA
154
Independent Advisor Alliance
North Carolina
$350K -$5.38M -129,625 -94%
KPWS
155
Kestra Private Wealth Services
Texas
$350K +$2.86K +69 +0.8%
FCBT
156
First Citizens Bank & Trust
North Carolina
$345K +$32.5K +784 +10%
S4W
157
Solutions 4 Wealth
Texas
$336K +$16.2K +391 +5%
FHA
158
Flagship Harbor Advisors
Massachusetts
$334K -$25.1K -604 -7%
APW
159
Atlantic Private Wealth
North Carolina
$330K
WW
160
Winnow Wealth
Texas
$329K -$1.3M -31,416 -79%
FHC
161
First Heartland Consultants
Missouri
$329K +$18.1K +435 +6%
MA
162
Mutual Advisors
Nebraska
$329K +$96.6K +2,327 +37%
AFG
163
Atomi Financial Group
New York
$328K +$137K +3,291 +66%
OC
164
Oppenheimer & Co
New York
$322K +$40.5K +975 +14%
AAP
165
Arax Advisory Partners
Colorado
$313K +$13.1K +315 +4%
DA
166
Detalus Advisors
Missouri
$312K -$2.74K -66 -0.8%
SFP
167
Sandbox Financial Partners
Maryland
$305K +$7.72K +186 +2%
AIA
168
Armor Investment Advisors
North Carolina
$304K -$45.3K -1,091 -12%
WIA
169
World Investment Advisors
California
$297K -$70.6K -1,700 -18%
SC
170
Scotia Capital
Ontario, Canada
$295K +$63.2K +1,522 +26%
BlackRock
171
BlackRock
New York
$295K +$310K +7,464 New
KCFA
172
Key Client Fiduciary Advisors
New Jersey
$277K +$292K +7,025 New
TC
173
Trilogy Capital
California
$277K +$2.32K +56 +0.8%
CA
174
Clearstead Advisors
Ohio
$274K
Cerity Partners
175
Cerity Partners
New York
$272K -$9.88K -238 -3%

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.