Global X S&P 500 Covered Call ETF
XYLD
39 hedge funds and large institutions have $35.5M invested in Global X S&P 500 Covered Call ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
157% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 7
100% more call options, than puts
Call options by funds: $34K | Put options by funds: $17K
53% more capital invested
Capital invested by funds: $23.2M → $35.5M (+$12.2M)
18% more funds holding
Funds holding: 33 → 39 (+6)
4.33% more ownership
Funds ownership: 32.77% → 37.11% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$5.11M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.31M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.48M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$905K |
| 5 |
SG Americas Securities
New York
|
+$838K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.85M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$609K |
| 3 |
Jane Street
New York
|
-$365K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$322K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$72K |
XYLD Hedge Fund Activity: Q1 2019 in Review
39 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q1 2019, worth a combined $35.5M — up 53% from $23.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XYLD positions and 3 closed out — a net gain of 6 holders — while 18 added to existing stakes and 7 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $5.11M. The largest seller was UBS Group, cutting an estimated $1.85M.
- 39 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q1 2019, up from 33 in Q4 2018.
- Funds reported $35.5M of Global X S&P 500 Covered Call ETF stock for Q1 2019, up 53% quarter-over-quarter.
- 9 funds opened new Global X S&P 500 Covered Call ETF positions in Q1 2019 and 3 closed out, a net change of +6 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q1 2019 was Gradient Investments, an estimated $5.11M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q1 2019 was UBS Group, an estimated $1.85M sold.
Based on aggregated 13F filings for Q1 2019.