Global X S&P 500 Covered Call ETF
XYLD
47 hedge funds and large institutions have $71.5M invested in Global X S&P 500 Covered Call ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 4 closing their positions.
229% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 7
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
51% more capital invested
Capital invested by funds: $47.4M → $71.5M (+$24.1M)
4% more funds holding
Funds holding: 45 → 47 (+2)
0.84% more ownership
Funds ownership: 38.54% → 39.37% (+0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.47M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.15M |
| 3 |
Morgan Stanley
New York
|
+$2.29M |
| 4 |
GG
Gofen & Glossberg
Chicago,
Illinois
|
+$1.77M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCWM
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
-$236K |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$125K |
| 3 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$60.4K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$42.3K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$37.9K |
XYLD Hedge Fund Activity: Q1 2021 in Review
47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q1 2021, worth a combined $71.5M — up 51% from $47.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XYLD positions and 4 closed out — a net gain of 4 holders — while 23 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.47M. The largest seller was Wooster Corthell Wealth Management, exiting entirely with an estimated $236K sold.
- 47 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q1 2021, up from 45 in Q4 2020.
- Funds reported $71.5M of Global X S&P 500 Covered Call ETF stock for Q1 2021, up 51% quarter-over-quarter.
- 8 funds opened new Global X S&P 500 Covered Call ETF positions in Q1 2021 and 4 closed out, a net change of +4 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q1 2021 was LPL Financial, an estimated $3.47M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q1 2021 was Wooster Corthell Wealth Management, an estimated $236K sold.
Based on aggregated 13F filings for Q1 2021.