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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
WTC
201
WhitTier Trust Company
Nevada
$200K
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$179K -$5.73K -138 -3%
AWM
203
AE Wealth Management
Kansas
$173K +$83.2K +2,004 +85%
IA
204
IFP Advisors
Florida
$172K +$11.5K +277 +7%
T
205
Tidemark
California
$168K +$4.77K +115 +3%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$167K +$9.3K +224 +6%
TWC
207
TD Waterhouse Canada
Ontario, Canada
$164K +$82.4K +1,986 +92%
Group One Trading
208
Group One Trading
Illinois
$158K +$166K +4,000 New
JP Morgan Chase
209
JP Morgan Chase
New York
$149K -$209K -5,025 -57%
MIA
210
MeadowBrook Investment Advisors
Michigan
$141K +$1.25K +30 +0.8%
PG
211
Proffitt & Goodson
Tennessee
$140K +$9.34K +225 +7%
RF
212
Robinswood Financial
Washington
$124K
GWSG
213
GPS Wealth Strategies Group
Colorado
$100K +$84.2K +2,029 +398%
NP
214
NorthRock Partners
Minnesota
$99.3K +$104K +2,515 New
US Bancorp
215
US Bancorp
Minnesota
$77.9K +$10.7K +258 +15%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$71.8K -$117K -2,811 -61%
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$69.3K -$219K -5,287 -75%
OP
218
ORG Partners
Indiana
$69.2K -$3.32K -80 -4%
AF
219
Advisornet Financial
Minnesota
$62.1K +$60K +1,445 +1,129%
MMCM
220
Murphy & Mullick Capital Management
New York
$56.7K +$3.11K +75 +6%
IWM
221
IMG Wealth Management
Florida
$55.2K +$38.8K +934 +202%
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$51.6K +$3.15K +76 +6%
SWM
223
Spire Wealth Management
Virginia
$47.7K +$14.9K +360 +42%
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
$47K +$49.4K +1,190 New
HFS
225
Horizon Financial Services
North Carolina
$39.5K

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.