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Global X S&P 500 Covered Call ETF

174 hedge funds and large institutions have $1.39B invested in Global X S&P 500 Covered Call ETF in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more capital invested

Capital invested by funds: $578M → $1.39B (+$809M)

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

45% more call options, than puts

Call options by funds: $4.05M | Put options by funds: $2.79M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

14% more funds holding

Funds holding: 153174 (+21)

1.36% more ownership

Funds ownership: 32.05%33.4% (+1.4%)

Holders
174
Holders Change
+21
Holders Change %
+13.73%
% of All Funds
2.8%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
43
Increased
70
Reduced
45
Closed
21
Calls
$4.05M
Puts
$2.79M
Net Calls
+$1.26M
Net Calls Change
+$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.02M -$1.82M -45,835 -31%
MML Investors Services
27
MML Investors Services
Massachusetts
$3.57M +$65.8K +1,653 +2%
AWM
28
AE Wealth Management
Kansas
$3.56M +$337K +8,467 +10%
UIC
29
Uniplan Investment Counsel
Wisconsin
$3.49M +$3.53M +88,748 New
CRWM
30
Castle Rock Wealth Management
California
$3.25M +$47.6K +1,196 +2%
TCMP
31
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.22M +$609K +15,305 +23%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.17M -$41.4K -1,041 -1%
MA
33
MYDA Advisors
New York
$3.15M +$3.18M +80,000 New
RSA
34
River Street Advisors
Illinois
$3.1M +$3.13M +78,673 New
AAS
35
Ameritas Advisory Services
Nebraska
$3.09M -$937K -23,550 -23%
MA
36
MAS Advisors
Florida
$2.99M -$193K -4,853 -6%
ML
37
McAdam LLC
Pennsylvania
$2.87M +$392K +9,860 +21%
FAM
38
Flaharty Asset Management
Florida
$2.8M +$1.65M +41,528 +141%
AWS
39
Atria Wealth Solutions
New York
$2.52M +$1.19M +30,018 +90%
XF
40
XML Financial
Maryland
$2.38M +$641K +16,114 +36%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$2.36M +$2.39M +59,999 New
ASN
42
Advisory Services Network
Georgia
$2.34M +$1.96M +49,208 +481%
EM
43
ELCO Management
New York
$2.29M +$398K +10,000 +21%
RIG
44
RiverFront Investment Group
Virginia
$2.27M +$2.29M +57,598 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$2.18M -$2.02M -50,679 -48%
Citadel Advisors
46
Citadel Advisors
Florida
$2.05M +$784K +19,697 +61%
BWA
47
Beam Wealth Advisors
Louisiana
$1.9M +$33.9K +852 +2%
IA
48
IFP Advisors
Florida
$1.85M -$1.52M -38,242 -47%
OL
49
Owen LaRue
Kentucky
$1.7M +$1.71M +43,057 New
ACM
50
Anfield Capital Management
California
$1.59M -$182K -4,564 -10%

XYLD Hedge Fund Activity: Q4 2022 in Review

174 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q4 2022, worth a combined $1.39B — up 140% from $578M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new XYLD positions and 21 closed out — a net gain of 22 holders — while 70 added to existing stakes and 45 trimmed.

The largest buyer was Nissay Asset Management, opening a new position worth an estimated $37.2M. The largest seller was Blue Chip Partners, cutting an estimated $6.2M.

  • 174 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2022, up from 153 in Q3 2022.
  • Funds reported $1.39B of Global X S&P 500 Covered Call ETF stock for Q4 2022, up 140% quarter-over-quarter.
  • 43 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2022 and 21 closed out, a net change of +22 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q4 2022 was Nissay Asset Management, an estimated $37.2M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q4 2022 was Blue Chip Partners, an estimated $6.2M sold.

Based on aggregated 13F filings for Q4 2022.