XYLD icon

Global X S&P 500 Covered Call ETF
XYLD

Overview Fund Activity

49 hedge funds and large institutions have $71.4M invested in Global X S&P 500 Covered Call ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+8
Holders Change %
+19.51%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
6
Closed
3
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
+$14K

Top Buyers

1
BAM
Belpointe Asset Management
Nevada
+$3.36M
2
Bank of America
Bank of America
North Carolina
+$1.77M
3
RWA
Redhawk Wealth Advisors
Minnesota
+$1.57M
4
Morgan Stanley
Morgan Stanley
New York
+$1.28M
5
GI
Gradient Investments
Minnesota
+$1.17M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$405K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$291K
3
Goldman Sachs
Goldman Sachs
New York
-$238K
4
AG
Advisor Group
Arizona
-$104K
5
FAAS
First Allied Advisory Services
California
-$28.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
26
Carroll Financial Associates
North Carolina
$429K +$55.1K +1,090 +15%
LWAC
27
Laurel Wealth Advisors (California)
California
$399K +$34.7K +686 +10%
WCWM
28
Wooster Corthell Wealth Management
Connecticut
$398K +$398K +7,845 New
FCBT
29
First Citizens Bank & Trust
North Carolina
$377K +$2.63K +52 +0.7%
CW
30
CreativeOne Wealth
Kansas
$377K +$377K +7,449 New
AG
31
Advisor Group
Arizona
$372K -$104K -2,046 -22%
SWP
32
Stratos Wealth Partners
Ohio
$367K +$39.1K +773 +12%
RJA
33
Raymond James & Associates
Florida
$343K +$343K +6,773 New
WEC
34
Winslow Evans & Crocker
Massachusetts
$300K +$43.6K +856 +17%
Citadel Advisors
35
Citadel Advisors
Florida
$285K +$285K +5,618 New
GM
36
GeoWealth Management
Illinois
$262K +$14.9K +293 +6%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$249K +$14K +277 +6%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$184K +$184K +3,630 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$111K – – –
AF
40
Advisornet Financial
Minnesota
$75K +$1.12K +22 +2%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$71K – – –
US Bancorp
42
US Bancorp
Minnesota
$51K – – –
OSNBOA
43
Old Second National Bank of Aurora
Illinois
$33K +$3.21K +64 +11%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
APA
45
American Portfolios Advisors
New York
$25.3K – – –
FCA
46
FinTrust Capital Advisors
South Carolina
$25K – – –
CFD
47
Creative Financial Designs
Indiana
$24K +$24K +461 New
HI
48
Hoey Investments
Pennsylvania
$23K +$23K +460 New
Wells Fargo
49
Wells Fargo
California
$11K -$3.52K -72 -24%
Goldman Sachs
50
Goldman Sachs
New York
– -$238K -4,878 Closed
1
2
3