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Global X S&P 500 Covered Call ETF

255 hedge funds and large institutions have $1.22B invested in Global X S&P 500 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 106 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 18

136% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $813K

56% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 68

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more funds holding

Funds holding: 225255 (+30)

10% more capital invested

Capital invested by funds: $1.1B → $1.22B (+$114M)

2.76% more ownership

Funds ownership: 38.32%41.09% (+2.8%)

Holders
255
Holders Change
+30
Holders Change %
+13.33%
% of All Funds
3.36%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
51
Increased
106
Reduced
68
Closed
18
Calls
$1.92M
Puts
$813K
Net Calls
+$1.1M
Net Calls Change
+$499K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$8.18M -$898K -21,412 -10%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$8.04M +$9.27K +221 +0.1%
NFSG
28
Newbridge Financial Services Group
Florida
$6.53M +$715K +17,049 +12%
Stifel Financial
29
Stifel Financial
Missouri
$6.45M -$104K -2,481 -2%
JWCA
30
J.W. Cole Advisors
Florida
$6.38M +$294K +6,998 +5%
JWS
31
Juncture Wealth Strategies
Arizona
$6.24M +$699K +16,657 +13%
IAA
32
Independent Advisor Alliance
North Carolina
$5.8M +$5.81M +138,498 New
RIG
33
RiverFront Investment Group
Virginia
$5.58M +$379K +9,024 +7%
AAS
34
Avantax Advisory Services
Texas
$5.55M +$759K +18,094 +16%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$4.95M
PIWA
36
Prevail Innovative Wealth Advisors
Kansas
$4.59M +$4.6M +109,585 New
TCMP
37
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.54M +$642K +15,300 +16%
Mirae Asset Global ETFs Holdings
38
Mirae Asset Global ETFs Holdings
Hong Kong
$4.45M +$1.14M +27,146 +34%
BAM
39
Belpointe Asset Management
Nevada
$4.25M +$108K +2,577 +3%
GLA
40
Good Life Advisors
Pennsylvania
$4.04M -$3.47M -82,779 -46%
IFG
41
Independent Financial Group
California
$4.03M -$581K -13,854 -13%
SWM
42
StoneCrest Wealth Management
Arizona
$4.02M +$229K +5,454 +6%
CFS
43
Compass Financial Services
Iowa
$4.01M +$4.01M +95,690 New
Kayne Anderson Rudnick Investment Management
44
Kayne Anderson Rudnick Investment Management
California
$3.75M +$1.99M +47,344 +112%
WS
45
Wedbush Securities
California
$3.44M -$55.2K -1,315 -2%
Renaissance Technologies
46
Renaissance Technologies
New York
$3.4M -$1.81M -43,138 -35%
CW
47
CreativeOne Wealth
Kansas
$3.31M -$257K -6,122 -7%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$3.29M +$551K +13,138 +20%
IPAM
49
Investment Partners Asset Management
New Jersey
$3.25M +$77.3K +1,843 +2%
AWS
50
Atria Wealth Solutions
New York
$3.19M -$52.1K -1,241 -2%

XYLD Hedge Fund Activity: Q4 2024 in Review

255 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q4 2024, worth a combined $1.22B — up 10% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XYLD positions and 18 closed out — a net gain of 33 holders — while 106 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.1M. The largest seller was Old Mission Capital, exiting entirely with an estimated $4.46M sold.

  • 255 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2024, up from 225 in Q3 2024.
  • Funds reported $1.22B of Global X S&P 500 Covered Call ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 51 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2024 and 18 closed out, a net change of +33 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q4 2024 was Morgan Stanley, an estimated $15.1M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q4 2024 was Old Mission Capital, an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2024.