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Global X S&P 500 Covered Call ETF

26 hedge funds and large institutions have $8.6M invested in Global X S&P 500 Covered Call ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

24% more funds holding

Funds holding: 2126 (+5)

0.1% less ownership

Funds ownership: 12.84%12.73% (-0.1%)

5% less capital invested

Capital invested by funds: $9.04M → $8.6M (-$448K)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
26
First Allied Advisory Services
California
-$57K -1,139 Closed
LTFS
27
Ladenburg Thalmann Financial Services
Florida
+$151 +3 New

XYLD Hedge Fund Activity: Q1 2018 in Review

26 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q1 2018, worth a combined $8.6M — down 4.9% from $9.04M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XYLD positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $318K. The largest seller was Lincoln National Corp, cutting an estimated $712K.

  • 26 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q1 2018, up from 21 in Q4 2017.
  • Funds reported $8.6M of Global X S&P 500 Covered Call ETF stock for Q1 2018, down 4.9% quarter-over-quarter.
  • 7 funds opened new Global X S&P 500 Covered Call ETF positions in Q1 2018 and 2 closed out, a net change of +5 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q1 2018 was Cetera Advisors, an estimated $318K added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q1 2018 was Lincoln National Corp, an estimated $712K sold.

Based on aggregated 13F filings for Q1 2018.