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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
WCG
176
Weaver Consulting Group
California
$270K -$16.9K -408 -6%
CWG
177
Cornerstone Wealth Group
North Carolina
$267K +$281K +6,767 New
CF
178
Collier Financial
Colorado
$266K +$280K +6,744 New
TCM
179
Triumph Capital Management
Colorado
$261K +$275K +6,615 New
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$258K +$2.32K +56 +0.9%
SS
181
Sunbelt Securities
Texas
$257K +$108K +2,605 +67%
AC
182
AlphaCore Capital
California
$254K +$266K +6,421 New
PCA
183
Prosperity Capital Advisors
Ohio
$253K +$13.1K +316 +5%
FA
184
Fermata Advisors
California
$252K +$265K +6,382 New
GIA
185
Gladstone Institutional Advisory
Florida
$250K +$263K +6,326 New
HWM
186
Horizon Wealth Management
Illinois
$249K +$261K +6,294 New
MCC
187
Money Concepts Capital
Florida
$244K +$256K +6,180 New
AF
188
Allworth Financial
California
$237K +$151K +3,650 +142%
PCS
189
Private Client Services
Kentucky
$232K +$15.2K +366 +7%
CPC
190
Consolidated Planning Corp
Georgia
$225K -$55.8K -1,345 -19%
TWM
191
TriaGen Wealth Management
California
$223K
QP
192
Quartz Partners
New York
$220K +$8.3K +200 +4%
SG
193
StoneX Group
New York
$219K +$230K +5,533 New
KIA
194
KCM Investment Advisors
California
$218K
STA
195
Summit Trail Advisors
New York
$217K +$228K +5,500 New
MPWS
196
McCarter Private Wealth Services
Massachusetts
$214K
JWCA
197
J.W. Cole Advisors
Florida
$209K -$6.1M -146,888 -97%
GVAG
198
Great Valley Advisor Group
Delaware
$206K +$4.81K +116 +2%
SEP
199
Southland Equity Partners
Missouri
$203K +$213K +5,129 New
FS
200
Ferguson Shapiro
Georgia
$201K +$11K +266 +6%

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.