XYLD icon

Global X S&P 500 Covered Call ETF
XYLD

Overview Fund Activity

180 hedge funds and large institutions have $807M invested in Global X S&P 500 Covered Call ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
30
Increased
86
Reduced
45
Closed
20
Calls
$2.63M
Puts
$1.67M
Net Calls
+$968K
Net Calls Change
-$289K

Top Buyers

1
PPW
1
Pasadena Private Wealth
California
$27.5M
2
LPL Financial
2
LPL Financial
California
$71.8M
3
UBS Group
3
UBS Group
Switzerland
$47.7M
4
Bank of America
4
Bank of America
North Carolina
$67.8M
5
Ameriprise
5
Ameriprise
Minnesota
$25.2M

Top Sellers

1
T
1
TRUADVICE
Florida
$4.35M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.33M
3
PAG
3
Private Advisor Group
New Jersey
$920K
4
MA
4
MYDA Advisors
New York
$0
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$4.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$4.01M -$2.42M -59,700 -38%
MML Investors Services
27
MML Investors Services
Massachusetts
$3.73M +$50.7K +1,251 +1%
TCMP
28
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.68M +$383K +9,498 +12%
FHA
29
Flagship Harbor Advisors
Massachusetts
$3.59M +$3.2M +78,938 +807%
UIC
30
Uniplan Investment Counsel
Wisconsin
$3.57M -$20.7K -512 -0.6%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.53M +$271K +6,693 +8%
RSA
32
River Street Advisors
Illinois
$3.37M +$186K +4,595 +6%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$3.33M -$4.54M -112,015 -58%
FAM
34
Flaharty Asset Management
Florida
$3.01M +$129K +3,186 +4%
MA
35
MAS Advisors
Florida
$3M -$74K -1,827 -2%
AWS
36
Atria Wealth Solutions
New York
$2.67M +$102K +2,521 +4%
EM
37
ELCO Management
New York
$2.59M +$235K +5,800 +10%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.58M +$335K +8,267 +15%
IFWM
39
Institute for Wealth Management
Colorado
$2.46M +$2.46M +60,736 New
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
$2.21M -$216K -5,325 -9%
XF
41
XML Financial
Maryland
$2.15M -$297K -7,336 -12%
Renaissance Technologies
42
Renaissance Technologies
New York
$2.08M +$2.08M +51,409 New
BWA
43
Beam Wealth Advisors
Louisiana
$2M +$52.1K +1,286 +3%
Lido Advisors
44
Lido Advisors
California
$2M +$2M +49,260 New
AAS
45
Ameritas Advisory Services
Nebraska
$1.96M -$1.22M -30,122 -38%
CAN
46
Cetera Advisor Networks
California
$1.85M +$264K +6,520 +17%
ML
47
McAdam LLC
Pennsylvania
$1.79M -$511K -12,623 -22%
ACM
48
Anfield Capital Management
California
$1.75M +$112K +2,771 +7%
OL
49
Owen LaRue
Kentucky
$1.7M – – –
HAS
50
HBW Advisory Services
California
$1.69M +$620K +15,312 +58%
1
2
3 4 5