Global X S&P 500 Covered Call ETF
XYLD
229 hedge funds and large institutions have $1.14B invested in Global X S&P 500 Covered Call ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 26 closing their positions.
85% more call options, than puts
Call options by funds: $1.15M | Put options by funds: $623K
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
42% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 26
23% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 71
2% more funds holding
Funds holding: 224 → 229 (+5)
1.25% more ownership
Funds ownership: 38.39% → 39.64% (+1.2%)
4% more capital invested
Capital invested by funds: $1.1B → $1.14B (+$45.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$20.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$14.8M |
| 3 |
HW
Hamilton Wealth
Encino,
California
|
+$13.5M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$8.94M |
| 5 |
HIP
HUB Investment Partners
Austin,
Texas
|
+$6.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$12.7M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$9.98M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.6M |
| 4 |
XF
XML Financial
Bethesda,
Maryland
|
-$3.5M |
| 5 |
Morgan Stanley
New York
|
-$3.49M |
XYLD Hedge Fund Activity: Q2 2024 in Review
229 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q2 2024, worth a combined $1.14B — up 4.2% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new XYLD positions and 26 closed out — a net gain of 11 holders — while 87 added to existing stakes and 71 trimmed.
The largest buyer was Bank of America, adding an estimated $20.1M. The largest seller was Wells Fargo, cutting an estimated $12.7M.
- 229 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q2 2024, up from 224 in Q1 2024.
- Funds reported $1.14B of Global X S&P 500 Covered Call ETF stock for Q2 2024, up 4.2% quarter-over-quarter.
- 37 funds opened new Global X S&P 500 Covered Call ETF positions in Q2 2024 and 26 closed out, a net change of +11 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q2 2024 was Bank of America, an estimated $20.1M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q2 2024 was Wells Fargo, an estimated $12.7M sold.
Based on aggregated 13F filings for Q2 2024.