We are live on ! Find out more
XYLD icon

Global X S&P 500 Covered Call ETF
XYLD

203 hedge funds and large institutions have $1.05B invested in Global X S&P 500 Covered Call ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 102 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 51

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 197 → 203 (+6)

1% more capital invested

Capital invested by funds: $1.04B → $1.05B (+$9.71M)

0.66% more ownership

Funds ownership: 36.22% → 36.88% (+0.66%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

51% less call options, than puts

Call options by funds: $740K | Put options by funds: $1.51M

Holders
203
Holders Change
+6
Holders Change %
+3.05%
% of All Funds
3.22%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
27
Increased
102
Reduced
51
Closed
20
Calls
$740K
Puts
$1.51M
Net Calls
-$769K
Net Calls Change
-$1.46M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$14M
2
OCM
One Capital Management
California
+$9.23M
3
LPL Financial
LPL Financial
California
+$9.08M
4
RPSA
Richard P. Slaughter Associates
Texas
+$8.24M
5
Ameriprise
Ameriprise
Minnesota
+$6.96M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$13.5M
2
BCP
Blue Chip Partners
Michigan
-$8.66M
3
PPW
Pasadena Private Wealth
California
-$7.49M
4
HW
Hamilton Wealth
California
-$5.25M
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$4.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
26
Cavalier Investments
Georgia
$5.61M -$4.29M -105,951 -42%
JWCA
27
J.W. Cole Advisors
Florida
$5.56M +$840K +20,734 +17%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$5.52M -$165K -4,081 -3%
TCMP
29
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.27M +$675K +16,649 +14%
Stifel Financial
30
Stifel Financial
Missouri
$5.1M -$344K -8,480 -6%
XF
31
XML Financial
Maryland
$5.06M +$5.28M +130,218 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$5.02M +$764K +18,854 +17%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4.73M +$1.7M +42,072 +53%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$4.63M +$978K +24,128 +25%
BAM
35
Belpointe Asset Management
Nevada
$4.49M +$526K +12,980 +13%
RSA
36
River Street Advisors
Illinois
$4.41M +$124K +3,069 +3%
IFG
37
Independent Financial Group
California
$4.24M +$461K +11,386 +12%
JWS
38
Juncture Wealth Strategies
Arizona
$3.67M +$17K +419 +0.4%
UIC
39
Uniplan Investment Counsel
Wisconsin
$3.56M – – –
AWS
40
Atria Wealth Solutions
New York
$3.43M +$395K +9,753 +12%
PAG
41
Private Advisor Group
New Jersey
$3.31M -$34.8K -858 -1%
HIP
42
HUB Investment Partners
Texas
$3.12M +$2.77M +68,296 +575%
FAM
43
Flaharty Asset Management
Florida
$2.96M +$459K +11,338 +17%
1WM
44
1900 Wealth Management
Texas
$2.79M +$150K +3,697 +5%
CAN
45
Cetera Advisor Networks
California
$2.78M +$583K +14,396 +25%
NAS
46
NWF Advisory Services
California
$2.76M +$92.4K +2,280 +3%
IFWM
47
Institute for Wealth Management
Colorado
$2.72M +$47.4K +1,169 +2%
AAS
48
Ameritas Advisory Services
Nebraska
$2.67M +$1.23M +30,418 +80%
CW
49
CreativeOne Wealth
Kansas
$2.61M -$932K -23,005 -26%
OMC
50
Old Mission Capital
Illinois
$2.51M +$2.4M +59,349 +1,130%
1
2
3 4 5

XYLD Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q3 2023, worth a combined $1.05B — up 0.93% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XYLD positions and 20 closed out — a net gain of 7 holders — while 102 added to existing stakes and 51 trimmed.

The largest buyer was Bank of America, adding an estimated $14M. The largest seller was Goldman Sachs, exiting entirely with an estimated $13.5M sold.

  • 203 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q3 2023, up from 197 in Q2 2023.
  • Funds reported $1.05B of Global X S&P 500 Covered Call ETF stock for Q3 2023, up 0.93% quarter-over-quarter.
  • 27 funds opened new Global X S&P 500 Covered Call ETF positions in Q3 2023 and 20 closed out, a net change of +7 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q3 2023 was Bank of America, an estimated $14M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q3 2023 was Goldman Sachs, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2023.