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Global X S&P 500 Covered Call ETF

229 hedge funds and large institutions have $1.14B invested in Global X S&P 500 Covered Call ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $623K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

23% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 71

2% more funds holding

Funds holding: 224229 (+5)

1.25% more ownership

Funds ownership: 38.39%39.64% (+1.2%)

4% more capital invested

Capital invested by funds: $1.1B → $1.14B (+$45.7M)

Holders
229
Holders Change
+5
Holders Change %
+2.23%
% of All Funds
3.31%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
37
Increased
87
Reduced
71
Closed
26
Calls
$1.15M
Puts
$623K
Net Calls
+$527K
Net Calls Change
+$388K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$6.6M +$1.35M +33,593 +26%
AAS
27
Avantax Advisory Services
Texas
$6.56M +$600K +14,890 +10%
PAG
28
Private Advisor Group
New Jersey
$6.43M +$4.83M +119,889 +306%
IFG
29
Independent Financial Group
California
$5.96M -$78.5K -1,949 -1%
JWCA
30
J.W. Cole Advisors
Florida
$5.59M -$592K -14,697 -10%
JWS
31
Juncture Wealth Strategies
Arizona
$5.17M +$296K +7,339 +6%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$4.96M -$1.86M -46,269 -27%
RIG
33
RiverFront Investment Group
Virginia
$4.89M +$843K +20,930 +21%
Renaissance Technologies
34
Renaissance Technologies
New York
$4.89M +$1.15M +28,600 +31%
NFSG
35
Newbridge Financial Services Group
Florida
$4.3M +$1.97M +48,918 +85%
TCMP
36
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.11M +$4.09M +101,558 New
SWM
37
StoneCrest Wealth Management
Arizona
$3.52M -$196K -4,873 -5%
WS
38
Wedbush Securities
California
$3.29M +$666K +16,531 +25%
GLA
39
Good Life Advisors
Pennsylvania
$3.29M +$536K +13,302 +20%
RSA
40
River Street Advisors
Illinois
$3.23M -$1.02M -25,315 -24%
AWS
41
Atria Wealth Solutions
New York
$3.16M -$279K -6,920 -8%
CW
42
CreativeOne Wealth
Kansas
$3.07M -$726K -18,024 -19%
FAM
43
Flaharty Asset Management
Florida
$3.06M -$183K -4,530 -6%
IPAM
44
Investment Partners Asset Management
New Jersey
$3.03M -$51.5K -1,279 -2%
NAS
45
NWF Advisory Services
California
$2.9M -$7.86K -195 -0.3%
APP
46
Avantax Planning Partners
Iowa
$2.88M
PI
47
PFG Investments
New York
$2.87M -$107K -2,645 -4%
UIC
48
Uniplan Investment Counsel
Wisconsin
$2.76M -$44.2K -1,098 -2%
OMC
49
Old Mission Capital
Illinois
$2.72M +$1.97M +48,794 +264%
AAS
50
Ameritas Advisory Services
Nebraska
$2.69M -$366K -9,072 -12%

XYLD Hedge Fund Activity: Q2 2024 in Review

229 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q2 2024, worth a combined $1.14B — up 4.2% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new XYLD positions and 26 closed out — a net gain of 11 holders — while 87 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $20.1M. The largest seller was Wells Fargo, cutting an estimated $12.7M.

  • 229 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q2 2024, up from 224 in Q1 2024.
  • Funds reported $1.14B of Global X S&P 500 Covered Call ETF stock for Q2 2024, up 4.2% quarter-over-quarter.
  • 37 funds opened new Global X S&P 500 Covered Call ETF positions in Q2 2024 and 26 closed out, a net change of +11 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q2 2024 was Bank of America, an estimated $20.1M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q2 2024 was Wells Fargo, an estimated $12.7M sold.

Based on aggregated 13F filings for Q2 2024.