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Global X S&P 500 Covered Call ETF
XYLD

226 hedge funds and large institutions have $1.24B invested in Global X S&P 500 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

23% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 71

18% more capital invested

Capital invested by funds: $1.05B → $1.24B (+$186M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

11% more funds holding

Funds holding: 203 → 226 (+23)

7.29% more ownership

Funds ownership: 36.88% → 44.17% (+7.3%)

57% less call options, than puts

Call options by funds: $809K | Put options by funds: $1.89M

Holders
226
Holders Change
+23
Holders Change %
+11.33%
% of All Funds
3.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
38
Increased
87
Reduced
71
Closed
11
Calls
$809K
Puts
$1.89M
Net Calls
-$1.08M
Net Calls Change
-$311K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$144M
2
JP Morgan Chase
JP Morgan Chase
New York
+$14.3M
3
OMC
Old Mission Capital
Illinois
+$5.38M
4
IWM
IHT Wealth Management
Illinois
+$4.79M
5
CF
Centaurus Financial
California
+$3.75M

Top Sellers

1
PPW
Pasadena Private Wealth
California
-$18.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.03M
3
CI
Cavalier Investments
Georgia
-$5.61M
4
Wells Fargo
Wells Fargo
California
-$5.59M
5
Osaic Holdings
Osaic Holdings
Arizona
-$4.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
226
Larson Financial Group
Missouri
$35 – – –
CI
227
Cavalier Investments
Georgia
– -$5.61M -144,227 Closed
V
228
ViaWealth
Kansas
– -$592K -15,235 Closed
CGA
229
Crescent Grove Advisors
Illinois
– -$532K -13,678 Closed
WW
230
Westshore Wealth
California
– -$338K -8,704 Closed
AWM
231
Accel Wealth Management
Iowa
– -$312K -8,013 Closed
LFAS
232
Level Four Advisory Services
Texas
– -$216K -5,547 Closed
CPG
233
Cornerstone Planning Group
New Jersey
– -$39.1K -1,006 Closed
SIS
234
Sound Income Strategies
Florida
– -$37.9K -974 Closed
RIA
235
Realta Investment Advisors
Delaware
– -$38.9K -948 Closed
OIA
236
Optimum Investment Advisors
Illinois
– -$3.19K -82 Closed
IPW
237
Impact Partnership Wealth
Georgia
– -$22 -1 Closed
6 7 8 9
10

XYLD Hedge Fund Activity: Q4 2023 in Review

226 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q4 2023, worth a combined $1.24B — up 18% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new XYLD positions and 11 closed out — a net gain of 27 holders — while 87 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $144M. The largest seller was Pasadena Private Wealth, cutting an estimated $18.5M.

  • 226 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2023, up from 203 in Q3 2023.
  • Funds reported $1.24B of Global X S&P 500 Covered Call ETF stock for Q4 2023, up 18% quarter-over-quarter.
  • 38 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2023 and 11 closed out, a net change of +27 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q4 2023 was Morgan Stanley, an estimated $144M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q4 2023 was Pasadena Private Wealth, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2023.