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Global X S&P 500 Covered Call ETF

255 hedge funds and large institutions have $1.22B invested in Global X S&P 500 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 106 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 18

136% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $813K

56% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 68

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more funds holding

Funds holding: 225255 (+30)

10% more capital invested

Capital invested by funds: $1.1B → $1.22B (+$114M)

2.76% more ownership

Funds ownership: 38.32%41.09% (+2.8%)

Holders
255
Holders Change
+30
Holders Change %
+13.33%
% of All Funds
3.36%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
51
Increased
106
Reduced
68
Closed
18
Calls
$1.92M
Puts
$813K
Net Calls
+$1.1M
Net Calls Change
+$499K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
226
Concourse Financial Group Securities
Alabama
$34.2K -$7.72K -184 -19%
MWA
227
Medallion Wealth Advisors
Connecticut
$29.3K +$29.4K +700 New
PPA
228
Painted Porch Advisors
California
$25.1K
GWSG
229
GPS Wealth Strategies Group
Colorado
$21.4K +$15.7K +375 +278%
AWM
230
Angeles Wealth Management
California
$20.9K +$21K +500 New
WB
231
Webster Bank
Connecticut
$20.4K
IWM
232
IMG Wealth Management
Florida
$19.4K +$19.4K +463 New
EWM
233
EPG Wealth Management
Georgia
$19.3K
RCM
234
Raleigh Capital Management
North Carolina
$18.9K +$1.68K +40 +10%
CP
235
Castleview Partners
Texas
$17.2K
BCWM
236
Bartlett & Co Wealth Management
Ohio
$13.5K
CA
237
CoreCap Advisors
Michigan
$12.6K -$168 -4 -1%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6K
MAS
239
MPWM Advisory Solutions
Georgia
$10.5K +$10.5K +250 New
SC
240
Stephens Consulting
Michigan
$9.6K +$9.61K +229 New
NC
241
NewSquare Capital
Pennsylvania
$8.4K
BCMLT
242
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.38K
SAM
243
Synergy Asset Management
Washington
$7.05K +$7.13K +170 New
MCM
244
Manchester Capital Management
Vermont
$6K -$1.09K -26 -15%
BFO
245
Biltmore Family Office
North Carolina
$5.39K +$5.24K +125 New
AF
246
Advisornet Financial
Minnesota
$5.37K +$336 +8 +7%
PWM
247
Parkworth Wealth Management
California
$4.26K +$4.28K +102 New
PA
248
Parallel Advisors
California
$2.81K +$2.81K +67 New
AssetMark Inc
249
AssetMark Inc
California
$1.89K +$1.89K +45 New
TPCW
250
TD Private Client Wealth
New York
$1.76K

XYLD Hedge Fund Activity: Q4 2024 in Review

255 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q4 2024, worth a combined $1.22B — up 10% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XYLD positions and 18 closed out — a net gain of 33 holders — while 106 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.1M. The largest seller was Old Mission Capital, exiting entirely with an estimated $4.46M sold.

  • 255 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2024, up from 225 in Q3 2024.
  • Funds reported $1.22B of Global X S&P 500 Covered Call ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 51 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2024 and 18 closed out, a net change of +33 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q4 2024 was Morgan Stanley, an estimated $15.1M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q4 2024 was Old Mission Capital, an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2024.