We are live on ! Find out more
XYLD icon

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
AFG
251
Albion Financial Group
Utah
$1.02K
DFA
252
DHJJ Financial Advisors
Illinois
$797
CIAS
253
Capital Investment Advisory Services
North Carolina
$293 -$268K -6,391 -100%
CA
254
Crewe Advisors
Utah
$219
LFG
255
Larson Financial Group
Missouri
$40 -$6.08K -145 -99%
OMC
256
Old Mission Capital
Illinois
-$4.46M -107,444 Closed
Jane Street
257
Jane Street
New York
-$3.65M -88,071 Closed
NAS
258
NWF Advisory Services
California
-$2.94M -70,778 Closed
WWM
259
Western Wealth Management
Colorado
-$2.36M -56,865 Closed
CF
260
Centaurus Financial
California
-$870K -20,956 Closed
SC
261
Sapient Capital
Indiana
-$620K -14,935 Closed
Citadel Advisors
262
Citadel Advisors
Florida
-$467K -11,136 Closed
CPRC
263
Consolidated Portfolio Review Corp
New York
-$394K -9,503 Closed
RW
264
Rockport Wealth
Ohio
-$377K -9,096 Closed
RFM
265
Royal Fund Management
Florida
-$329K -7,932 Closed
SWM
266
Stockman Wealth Management
Montana
-$235K -5,665 Closed
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
-$68.4K -1,648 Closed
CFG
268
Copley Financial Group
California
-$41K -988 Closed
PCA
269
Providence Capital Advisors
North Carolina
-$38.6K -930 Closed
JIP
270
Jaffetilchin Investment Partners
Florida
-$24.6K -593 Closed
TPW
271
Talon Private Wealth
Florida
-$15.7K -378 Closed
NS
272
NBC Securities
Alabama
-$4K -100 Closed

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.