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Global X S&P 500 Covered Call & Growth ETF

28 hedge funds and large institutions have $15M invested in Global X S&P 500 Covered Call & Growth ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

8% more funds holding

Funds holding: 2628 (+2)

8.03% less ownership

Funds ownership: 35.24%27.2% (-8%)

28% less capital invested

Capital invested by funds: $20.7M → $15M (-$5.7M)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.78M -$391K -13,885 -13%
PFO
2
PMG Family Office
Texas
$1.77M +$1.73M +61,548 New
Bank of America
3
Bank of America
North Carolina
$1.67M -$1.98M -70,447 -55%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.59M +$948K +33,660 +156%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.33M +$257K +9,118 +25%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$979K +$422K +14,995 +79%
Raymond James Financial
7
Raymond James Financial
Florida
$768K +$8.5K +302 +1%
Osaic Holdings
8
Osaic Holdings
Arizona
$719K +$165K +5,866 +30%
MA
9
Mutual Advisors
Nebraska
$598K +$32.4K +1,150 +6%
WA
10
Whipplewood Advisors
Colorado
$512K +$9.21K +327 +2%
OMC
11
Old Mission Capital
Illinois
$431K +$421K +14,956 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$413K +$142K +5,039 +54%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$396K +$4.08K +145 +1%
FFA
14
Farther Finance Advisors
California
$378K -$33.4K -1,186 -8%
CMMS
15
Comprehensive Money Management Services
Florida
$250K +$1.13K +40 +0.5%
SS
16
SBI Securities
Japan
$125K -$3.01K -107 -2%
UBS Group
17
UBS Group
Switzerland
$49.5K -$45.5K -1,615 -48%
NS
18
NBC Securities
Alabama
$35.9K -$6.53K -232 -16%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$29.5K -$17.9K -636 -38%
IA
20
IFP Advisors
Florida
$29.2K -$98.8K -3,511 -78%
PTC
21
Private Trust Company
Ohio
$28.8K
AAS
22
Ameritas Advisory Services
Nebraska
$25.1K -$12.8K -453 -34%
ASN
23
Advisory Services Network
Georgia
$23K +$22.5K +800 New
SC
24
Stance Capital
Massachusetts
$10.7K +$10.5K +373 New
CWM
25
Crowley Wealth Management
Delaware
$9.13K

XYLG Hedge Fund Activity: Q3 2025 in Review

28 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call & Growth ETF (XYLG) for Q3 2025, worth a combined $15M — down 28% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XYLG positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $948K. The largest seller was Fukoku Mutual Life Insurance, exiting entirely with an estimated $6.93M sold.

  • 28 institutional investors held Global X S&P 500 Covered Call & Growth ETF (XYLG) as of Q3 2025, up from 26 in Q2 2025.
  • Funds reported $15M of Global X S&P 500 Covered Call & Growth ETF stock for Q3 2025, down 28% quarter-over-quarter.
  • 5 funds opened new Global X S&P 500 Covered Call & Growth ETF positions in Q3 2025 and 2 closed out, a net change of +3 holders.
  • The largest Global X S&P 500 Covered Call & Growth ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $948K added.
  • The largest Global X S&P 500 Covered Call & Growth ETF seller in Q3 2025 was Fukoku Mutual Life Insurance, an estimated $6.93M sold.

Based on aggregated 13F filings for Q3 2025.