Global X S&P 500 Covered Call ETF
XYLD
49 hedge funds and large institutions have $71.4M invested in Global X S&P 500 Covered Call ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 6
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
32% more capital invested
Capital invested by funds: $54.2M → $71.4M (+$17.2M)
20% more funds holding
Funds holding: 41 → 49 (+8)
0.19% more ownership
Funds ownership: 44.55% → 44.73% (+0.19%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $13K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$3.29M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.73M |
| 3 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$1.54M |
| 4 |
Morgan Stanley
New York
|
+$1.26M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$398K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$286K |
| 3 |
Goldman Sachs
New York
|
-$238K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$102K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$28.2K |
XYLD Hedge Fund Activity: Q4 2019 in Review
49 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q4 2019, worth a combined $71.4M — up 32% from $54.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new XYLD positions and 3 closed out — a net gain of 8 holders — while 24 added to existing stakes and 6 trimmed.
The largest buyer was Belpointe Asset Management, opening a new position worth an estimated $3.29M. The largest seller was Ameriprise, cutting an estimated $398K.
- 49 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2019, up from 41 in Q3 2019.
- Funds reported $71.4M of Global X S&P 500 Covered Call ETF stock for Q4 2019, up 32% quarter-over-quarter.
- 11 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2019 and 3 closed out, a net change of +8 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q4 2019 was Belpointe Asset Management, an estimated $3.29M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q4 2019 was Ameriprise, an estimated $398K sold.
Based on aggregated 13F filings for Q4 2019.