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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
Morgan Stanley
1
Morgan Stanley
New York
$194M +$27.7M +668,530 +16%
LPL Financial
2
LPL Financial
California
$145M +$4.31M +103,741 +3%
Bank of America
3
Bank of America
North Carolina
$135M +$23.8M +573,750 +20%
NAM
4
Nissay Asset Management
Japan
$65.2M
Raymond James Financial
5
Raymond James Financial
Florida
$58.4M -$2.36M -56,831 -4%
Ameriprise
6
Ameriprise
Minnesota
$50.4M +$18.6M +447,916 +54%
UBS Group
7
UBS Group
Switzerland
$44.7M +$1.48M +35,615 +3%
Wells Fargo
8
Wells Fargo
California
$34.4M +$5.85M +140,956 +19%
BCM
9
Brookstone Capital Management
Illinois
$30.9M +$3.11M +74,917 +11%
GXJ
10
Global X Japan
Japan
$28M +$13.2M +317,278 +81%
Osaic Holdings
11
Osaic Holdings
Arizona
$23.7M +$9.28M +223,651 +59%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$23.4M +$277K +6,670 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$22.9M -$557K -13,421 -2%
HIP
14
HUB Investment Partners
Texas
$21.3M +$3.4M +81,836 +18%
PS
15
Principal Securities
Iowa
$17.4M +$99.6K +2,399 +0.6%
PAG
16
Private Advisor Group
New Jersey
$14.5M +$3.74M +90,106 +33%
CIA
17
Caerus Investment Advisors
Texas
$14.2M +$1.48M +35,740 +11%
SIM
18
Sims Investment Management
Ohio
$13.7M +$3.1M +74,769 +27%
PCP
19
Proficio Capital Partners
Massachusetts
$13.1M -$3.78M -91,195 -22%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$12.7M -$129K -3,120 -1%
QC
21
Quadrature Capital
United Kingdom
$11.2M +$11.7M +282,676 New
IWM
22
IHT Wealth Management
Illinois
$10.6M +$3.05M +73,505 +38%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$10.2M +$7M +168,678 +188%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$9.14M +$476K +11,463 +5%
NFSG
25
Newbridge Financial Services Group
Florida
$8.75M +$2.73M +65,759 +42%

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.