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Global X S&P 500 Covered Call & Growth ETF

25 hedge funds and large institutions have $14.5M invested in Global X S&P 500 Covered Call & Growth ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

14% more funds holding

Funds holding: 2225 (+3)

6.7% less ownership

Funds ownership: 30.14%23.45% (-6.7%)

25% less capital invested

Capital invested by funds: $19.3M → $14.5M (-$4.81M)

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.44M -$2.27M -81,663 -33%
LPL Financial
2
LPL Financial
California
$3.06M -$261K -9,391 -8%
IFG
3
Independent Financial Group
California
$858K +$215K +7,742 +31%
AAS
4
Avantax Advisory Services
Texas
$785K -$80.2K -2,885 -9%
NWM
5
Napa Wealth Management
California
$507K +$533K +19,178 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$502K +$527K +18,959 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$476K +$135K +4,844 +37%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$471K -$525K -18,883 -51%
WA
9
Whipplewood Advisors
Colorado
$462K +$1.47K +53 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$433K +$4.78K +172 +1%
MA
11
Mutual Advisors
Nebraska
$422K +$456K +16,400 New
Jane Street
12
Jane Street
New York
$347K +$365K +13,128 New
Raymond James Financial
13
Raymond James Financial
Florida
$347K +$8.56K +308 +2%
FFA
14
Farther Finance Advisors
California
$322K +$338K +12,151 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$299K +$15.1K +542 +5%
CMMS
16
Comprehensive Money Management Services
Florida
$258K
Osaic Holdings
17
Osaic Holdings
Arizona
$172K -$1.79M -64,228 -91%
SS
18
SBI Securities
Japan
$113K +$11.2K +404 +10%
IA
19
IFP Advisors
Florida
$70.2K +$14.3K +515 +24%
PS
20
Principal Securities
Iowa
$64.9K
NS
21
NBC Securities
Alabama
$39K +$41.1K +1,479 +147,900%
PTC
22
Private Trust Company
Ohio
$13.2K
CWM
23
Crowley Wealth Management
Delaware
$8.39K
NSIM
24
North Star Investment Management
Illinois
$5.4K +$945 +34 +20%
Morgan Stanley
25
Morgan Stanley
New York
$56 +$56 +2 New

XYLG Hedge Fund Activity: Q1 2025 in Review

25 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call & Growth ETF (XYLG) for Q1 2025, worth a combined $14.5M — down 25% from $19.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XYLG positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Napa Wealth Management, opening a new position worth an estimated $533K. The largest seller was Bank of America, cutting an estimated $2.27M.

  • 25 institutional investors held Global X S&P 500 Covered Call & Growth ETF (XYLG) as of Q1 2025, up from 22 in Q4 2024.
  • Funds reported $14.5M of Global X S&P 500 Covered Call & Growth ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 7 funds opened new Global X S&P 500 Covered Call & Growth ETF positions in Q1 2025 and 4 closed out, a net change of +3 holders.
  • The largest Global X S&P 500 Covered Call & Growth ETF buyer in Q1 2025 was Napa Wealth Management, an estimated $533K added.
  • The largest Global X S&P 500 Covered Call & Growth ETF seller in Q1 2025 was Bank of America, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2025.