XYLD icon

Global X S&P 500 Covered Call ETF

245 hedge funds and large institutions have $1.18B invested in Global X S&P 500 Covered Call ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 108 increasing their positions, 77 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-8
Holders Change %
-3.16%
% of All Funds
3.29%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
30
Increased
108
Reduced
77
Closed
36
Calls
$1.71M
Puts
$1.69M
Net Calls
+$14K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$172M -$19.2M -492,698 -10%
LPL Financial
2
LPL Financial
California
$130M -$13.6M -350,496 -10%
Bank of America
3
Bank of America
North Carolina
$95.7M -$36.9M -948,359 -28%
NAM
4
Nissay Asset Management
Japan
$64.3M
Ameriprise
5
Ameriprise
Minnesota
$57M +$7.16M +183,859 +14%
Raymond James Financial
6
Raymond James Financial
Florida
$52.6M -$4.96M -127,253 -9%
UBS Group
7
UBS Group
Switzerland
$48M +$4M +102,697 +9%
Wells Fargo
8
Wells Fargo
California
$37.2M +$3.3M +84,703 +10%
GXJ
9
Global X Japan
Japan
$32.7M +$5.11M +131,160 +18%
BCM
10
Brookstone Capital Management
Illinois
$32M +$1.55M +39,828 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$24.3M +$1.75M +44,832 +8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$22.5M -$568K -14,593 -2%
HIP
13
HUB Investment Partners
Texas
$20.6M -$373K -9,576 -2%
PCP
14
Proficio Capital Partners
Massachusetts
$17.9M +$17.2M +8,027,486 +2,480%
Osaic Holdings
15
Osaic Holdings
Arizona
$17.6M -$7.22M -174,228 -29%
PS
16
Principal Securities
Iowa
$16.3M +$88.4K +2,270 +0.5%
SIM
17
Sims Investment Management
Ohio
$14.1M +$549K +14,101 +4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$13.2M +$695K +17,857 +6%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$12.9M +$5.57M +143,052 +76%
CIA
20
Caerus Investment Advisors
Texas
$12.4M -$1.61M -41,356 -11%
Kayne Anderson Rudnick Investment Management
21
Kayne Anderson Rudnick Investment Management
California
$11.4M +$1.34M +34,384 +13%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$9.37M +$356K +9,131 +4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$8.94M +$664K +17,057 +8%
Jane Street
24
Jane Street
New York
$8.83M +$5.09M +130,726 +136%
PAG
25
Private Advisor Group
New Jersey
$8.21M -$6.06M -155,693 -42%