XYLD icon

Global X S&P 500 Covered Call ETF
XYLD

Overview Fund Activity

251 hedge funds and large institutions have $1.19B invested in Global X S&P 500 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 105 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+28
Holders Change %
+12.56%
% of All Funds
3.34%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
49
Increased
105
Reduced
67
Closed
17
Calls
$1.92M
Puts
$813K
Net Calls
+$1.11M
Net Calls Change
+$499K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$178M
2
LPL Financial
2
LPL Financial
California
$150M
3
PCP
3
Proficio Capital Partners
Massachusetts
$17.4M
4
WWM
4
WJ Wealth Management
Arizona
$9.57M
5
IAA
5
Independent Advisor Alliance
North Carolina
$5.8M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Jane Street
2
Jane Street
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$34.9M
4
GLA
4
Good Life Advisors
Pennsylvania
$4.04M
5
Bank of America
5
Bank of America
North Carolina
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$8.04M +$9.26K +221 +0.1%
NFSG
27
Newbridge Financial Services Group
Florida
$6.53M +$714K +17,049 +12%
Stifel Financial
28
Stifel Financial
Missouri
$6.45M -$104K -2,481 -2%
JWCA
29
J.W. Cole Advisors
Florida
$6.38M +$293K +6,998 +5%
JWS
30
Juncture Wealth Strategies
Arizona
$6.24M +$698K +16,657 +13%
IAA
31
Independent Advisor Alliance
North Carolina
$5.8M +$5.8M +138,498 New
RIG
32
RiverFront Investment Group
Virginia
$5.58M +$378K +9,024 +7%
AAS
33
Avantax Advisory Services
Texas
$5.55M +$758K +18,094 +16%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$4.95M – – –
PIWA
35
Prevail Innovative Wealth Advisors
Kansas
$4.59M +$4.59M +109,585 New
TCMP
36
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.54M +$641K +15,300 +16%
Mirae Asset Global ETFs Holdings
37
Mirae Asset Global ETFs Holdings
Hong Kong
$4.45M +$1.14M +27,146 +34%
BAM
38
Belpointe Asset Management
Nevada
$4.25M +$106K +2,577 +3%
GLA
39
Good Life Advisors
Pennsylvania
$4.04M -$3.47M -82,779 -46%
SWM
40
StoneCrest Wealth Management
Arizona
$4.02M +$229K +5,454 +6%
CFS
41
Compass Financial Services
Iowa
$4.01M +$4.01M +95,690 New
Kayne Anderson Rudnick Investment Management
42
Kayne Anderson Rudnick Investment Management
California
$3.75M +$1.98M +47,344 +112%
WS
43
Wedbush Securities
California
$3.44M -$55.1K -1,315 -2%
Renaissance Technologies
44
Renaissance Technologies
New York
$3.4M -$1.81M -43,138 -35%
CW
45
CreativeOne Wealth
Kansas
$3.31M -$257K -6,122 -7%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$3.29M +$550K +13,138 +20%
IPAM
47
Investment Partners Asset Management
New Jersey
$3.25M +$77.2K +1,843 +2%
AWS
48
Atria Wealth Solutions
New York
$3.19M -$53K -1,241 -2%
PI
49
PFG Investments
New York
$2.95M -$207K -4,930 -7%
UIC
50
Uniplan Investment Counsel
Wisconsin
$2.74M +$49.1K +1,173 +2%
1
2
3 4 5