Global X S&P 500 Covered Call ETF
XYLD
46 hedge funds and large institutions have $42.9M invested in Global X S&P 500 Covered Call ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 5 closing their positions.
367% more call options, than puts
Call options by funds: $14K | Put options by funds: $3K
1.1% more ownership
Funds ownership: 39.86% → 40.96% (+1.1%)
1% more capital invested
Capital invested by funds: $42.3M → $42.9M (+$610K)
0% more funds holding
Funds holding: 46 → 46 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
29% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$652K |
| 2 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
+$590K |
| 3 |
LPL Financial
San Diego,
California
|
+$446K |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$401K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$739K |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$698K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$687K |
| 4 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
-$354K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$252K |
XYLD Hedge Fund Activity: Q3 2020 in Review
46 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q3 2020, worth a combined $42.9M — up 1.4% from $42.3M a quarter earlier.
Fund positioning in XYLD was balanced in Q3 2020: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 17 trimmed.
The largest buyer was Bank of America, adding an estimated $652K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $739K.
- 46 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $42.9M of Global X S&P 500 Covered Call ETF stock for Q3 2020, up 1.4% quarter-over-quarter.
- 5 funds opened new Global X S&P 500 Covered Call ETF positions in Q3 2020 and 5 closed out, a net change of 0 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q3 2020 was Bank of America, an estimated $652K added.
- The largest Global X S&P 500 Covered Call ETF seller in Q3 2020 was Raymond James Financial Services Advisors, an estimated $739K sold.
Based on aggregated 13F filings for Q3 2020.