Global X S&P 500 Covered Call ETF
XYLD
46 hedge funds and large institutions have $42.3M invested in Global X S&P 500 Covered Call ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 9 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
2% more funds holding
Funds holding: 45 → 46 (+1)
4% more capital invested
Capital invested by funds: $40.7M → $42.3M (+$1.65M)
0.28% less ownership
Funds ownership: 40.13% → 39.86% (-0.28%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $241K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.07M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.11M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$986K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$687K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$663K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$7.29M |
| 2 |
Jane Street
New York
|
-$1.31M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$816K |
| 4 |
Morgan Stanley
New York
|
-$598K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$473K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSS
51
Two Sigma Securities
New York
| – | -$227K | -5,939 | Closed |
|
|
BAM
52
Belpointe Asset Management
Reno,
Nevada
| – | -$117K | -3,075 | Closed |
|
53
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$53K | -1,398 | Closed |
|
|
HI
54
Hoey Investments
Coatesville,
Pennsylvania
| – | -$18K | -460 | Closed |
|
|
AIC
55
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$5K | -125 | Closed |
|
XYLD Hedge Fund Activity: Q2 2020 in Review
46 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q2 2020, worth a combined $42.3M — up 4% from $40.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XYLD positions and 9 closed out — a net gain of 1 holder — while 17 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.07M. The largest seller was Gradient Investments, cutting an estimated $7.29M.
- 46 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q2 2020, up from 45 in Q1 2020.
- Funds reported $42.3M of Global X S&P 500 Covered Call ETF stock for Q2 2020, up 4% quarter-over-quarter.
- 10 funds opened new Global X S&P 500 Covered Call ETF positions in Q2 2020 and 9 closed out, a net change of +1 holder.
- The largest Global X S&P 500 Covered Call ETF buyer in Q2 2020 was LPL Financial, an estimated $4.07M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q2 2020 was Gradient Investments, an estimated $7.29M sold.
Based on aggregated 13F filings for Q2 2020.