We are live on ! Find out more
XYLD icon

Global X S&P 500 Covered Call ETF

45 hedge funds and large institutions have $40.7M invested in Global X S&P 500 Covered Call ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.6% less ownership

Funds ownership: 44.73%40.13% (-4.6%)

8% less funds holding

Funds holding: 4945 (-4)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

43% less capital invested

Capital invested by funds: $71.4M → $40.7M (-$30.7M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $532K

Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
18
Closed
6
Calls
Puts
$532K
Net Calls
-$532K
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
26
Laurel Wealth Advisors (California)
California
$255K -$56.8K -1,200 -15%
FAAS
27
First Allied Advisory Services
California
$230K -$327K -6,900 -53%
TSS
28
Two Sigma Securities
New York
$227K +$281K +5,939 New
WEC
29
Winslow Evans & Crocker
Massachusetts
$216K -$11.8K -250 -4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$213K +$31.5K +665 +14%
AAP
31
Arax Advisory Partners
Colorado
$197K +$244K +5,146 New
CFA
32
Carroll Financial Associates
North Carolina
$143K -$224K -4,728 -56%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$133K -$6.63K -140 -4%
BAM
34
Belpointe Asset Management
Nevada
$117K -$2.99M -63,169 -95%
CFD
35
Creative Financial Designs
Indiana
$115K +$121K +2,556 +554%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$84K
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$53K
AF
38
Advisornet Financial
Minnesota
$41K -$18.7K -396 -27%
US Bancorp
39
US Bancorp
Minnesota
$39K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$26K
OSNBOA
41
Old Second National Bank of Aurora
Illinois
$26K +$663 +14 +2%
APA
42
American Portfolios Advisors
New York
$19.1K
FCA
43
FinTrust Capital Advisors
South Carolina
$19K
HI
44
Hoey Investments
Pennsylvania
$18K
AIC
45
Ameritas Investment Company
Nebraska
$5K +$5.92K +125 New
AWS
46
AJ Wealth Strategies
New York
-$1.68M -33,200 Closed
RWA
47
Redhawk Wealth Advisors
Minnesota
-$1.57M -31,057 Closed
CM
48
Columbus Macro
Pennsylvania
-$579K -11,367 Closed
FCBT
49
First Citizens Bank & Trust
North Carolina
-$377K -7,447 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$285K -5,618 Closed

XYLD Hedge Fund Activity: Q1 2020 in Review

45 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q1 2020, worth a combined $40.7M — down 43% from $71.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XYLD and 4 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 14 added.

The largest buyer was Jane Street, adding an estimated $836K. The largest seller was Janney Montgomery Scott, cutting an estimated $3.28M.

  • 45 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q1 2020, down from 49 in Q4 2019.
  • Funds reported $40.7M of Global X S&P 500 Covered Call ETF stock for Q1 2020, down 43% quarter-over-quarter.
  • 4 funds opened new Global X S&P 500 Covered Call ETF positions in Q1 2020 and 6 closed out, a net change of -2 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q1 2020 was Jane Street, an estimated $836K added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q1 2020 was Janney Montgomery Scott, an estimated $3.28M sold.

Based on aggregated 13F filings for Q1 2020.