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Global X S&P 500 Covered Call ETF

47 hedge funds and large institutions have $71.5M invested in Global X S&P 500 Covered Call ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

51% more capital invested

Capital invested by funds: $47.4M → $71.5M (+$24.1M)

4% more funds holding

Funds holding: 4547 (+2)

0.84% more ownership

Funds ownership: 38.54%39.37% (+0.84%)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
7
Closed
4
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$597K +$587K +12,475 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$555K -$37.9K -805 -6%
TC
28
Telemus Capital
Michigan
$512K
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$445K
SWP
30
Stratos Wealth Partners
Ohio
$344K +$2.82K +60 +0.8%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$276K +$18.2K +387 +7%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$273K -$42.3K -898 -14%
AIP
33
Ahrens Investment Partners
Louisiana
$268K +$264K +5,600 New
GM
34
GeoWealth Management
Illinois
$243K +$239K +5,078 New
CM
35
Columbus Macro
Pennsylvania
$215K +$212K +4,501 New
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$104K
FFA
37
Founders Financial Alliance
North Carolina
$63K -$4.14K -88 -6%
AF
38
Advisornet Financial
Minnesota
$57K +$1.93K +41 +4%
CIAS
39
Capital Investment Advisory Services
North Carolina
$42K
US Bancorp
40
US Bancorp
Minnesota
$42K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$26K
Wells Fargo
42
Wells Fargo
California
$26K
EP
43
Eudaimonia Partners
Tennessee
$25K +$847 +18 +4%
APA
44
American Portfolios Advisors
New York
$23.9K
GI
45
Gradient Investments
Minnesota
$10K -$24.7K -525 -72%
CFD
46
Creative Financial Designs
Indiana
$3K -$125K -2,648 -98%
MCC
47
Money Concepts Capital
Florida
$1K -$518 -11 -38%
WCWM
48
Wooster Corthell Wealth Management
Connecticut
-$236K -5,087 Closed
OSNBOA
49
Old Second National Bank of Aurora
Illinois
-$37K -790 Closed
FCA
50
FinTrust Capital Advisors
South Carolina
-$23K -500 Closed

XYLD Hedge Fund Activity: Q1 2021 in Review

47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q1 2021, worth a combined $71.5M — up 51% from $47.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XYLD positions and 4 closed out — a net gain of 4 holders — while 23 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.47M. The largest seller was Wooster Corthell Wealth Management, exiting entirely with an estimated $236K sold.

  • 47 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q1 2021, up from 45 in Q4 2020.
  • Funds reported $71.5M of Global X S&P 500 Covered Call ETF stock for Q1 2021, up 51% quarter-over-quarter.
  • 8 funds opened new Global X S&P 500 Covered Call ETF positions in Q1 2021 and 4 closed out, a net change of +4 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q1 2021 was LPL Financial, an estimated $3.47M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q1 2021 was Wooster Corthell Wealth Management, an estimated $236K sold.

Based on aggregated 13F filings for Q1 2021.