Global X S&P 500 Covered Call ETF
XYLD
45 hedge funds and large institutions have $47.4M invested in Global X S&P 500 Covered Call ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 8 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 8
10% more capital invested
Capital invested by funds: $42.9M → $47.4M (+$4.48M)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
2% less funds holding
Funds holding: 46 → 45 (-1)
2.43% less ownership
Funds ownership: 40.96% → 38.54% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.22M |
| 2 |
Morgan Stanley
New York
|
+$982K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$620K |
| 4 |
LPL Financial
San Diego,
California
|
+$549K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$463K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$2.71M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$940K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$400K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$361K |
| 5 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$301K |
XYLD Hedge Fund Activity: Q4 2020 in Review
45 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q4 2020, worth a combined $47.4M — up 10% from $42.9M a quarter earlier.
Fund positioning in XYLD was balanced in Q4 2020: 8 funds opened new positions, 8 closed out, 18 added to existing stakes and 8 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $1.22M. The largest seller was McAdam LLC, cutting an estimated $2.71M.
- 45 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2020, down from 46 in Q3 2020.
- Funds reported $47.4M of Global X S&P 500 Covered Call ETF stock for Q4 2020, up 10% quarter-over-quarter.
- 8 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2020 and 8 closed out, a net change of 0 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q4 2020 was MML Investors Services, an estimated $1.22M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q4 2020 was McAdam LLC, an estimated $2.71M sold.
Based on aggregated 13F filings for Q4 2020.