Global X S&P 500 Covered Call ETF
XYLD
59 hedge funds and large institutions have $125M invested in Global X S&P 500 Covered Call ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 5 reducing their positions, and 4 closing their positions.
1,633% more call options, than puts
Call options by funds: $52K | Put options by funds: $3K
520% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 5
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
75% more capital invested
Capital invested by funds: $71.5M → $125M (+$53.5M)
26% more funds holding
Funds holding: 47 → 59 (+12)
2.06% less ownership
Funds ownership: 39.37% → 37.31% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.38M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$4.12M |
| 4 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
+$3.46M |
| 5 |
IHWM
Iron Horse Wealth Management
Johston,
Iowa
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$602K |
| 2 |
TC
Telemus Capital
Southfield,
Michigan
|
-$512K |
| 3 |
LPL Financial
San Diego,
California
|
-$420K |
| 4 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$268K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$143K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $27K | – | – | – |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $26K | – | – | – |
|
|
PGAM
53
Princeton Global Asset Management
Princeton,
New Jersey
| $25K | +$24.1K | +500 | New |
|
|
APA
54
American Portfolios Advisors
Holbrook,
New York
| $24.5K | – | – | – |
|
|
AA
55
Ancora Advisors
Cleveland,
Ohio
| $18K | +$17.6K | +364 | New |
|
|
DA
56
DCM Advisors
New York
| $5K | +$4.83K | +100 | New |
|
|
ASN
57
Advisory Services Network
Atlanta,
Georgia
| $5K | +$5.17K | +107 | New |
|
|
CFD
58
Creative Financial Designs
Kokomo,
Indiana
| $3K | – | – | – |
|
|
TC
59
Telemus Capital
Southfield,
Michigan
| – | -$512K | -10,650 | Closed |
|
|
AIP
60
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$268K | -5,600 | Closed |
|
|
EP
61
Eudaimonia Partners
Winchester,
Tennessee
| – | -$25K | -523 | Closed |
|
|
GI
62
Gradient Investments
Arden Hills,
Minnesota
| – | -$10K | -203 | Closed |
|
63
Fidelity Investments
Boston,
Massachusetts
| – | +$193 | +4 | New |
|
XYLD Hedge Fund Activity: Q2 2021 in Review
59 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q2 2021, worth a combined $125M — up 75% from $71.5M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XYLD positions and 4 closed out — a net gain of 13 holders — while 31 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $22.1M. The largest seller was Flagship Harbor Advisors, cutting an estimated $602K.
- 59 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q2 2021, up from 47 in Q1 2021.
- Funds reported $125M of Global X S&P 500 Covered Call ETF stock for Q2 2021, up 75% quarter-over-quarter.
- 17 funds opened new Global X S&P 500 Covered Call ETF positions in Q2 2021 and 4 closed out, a net change of +13 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q2 2021 was Morgan Stanley, an estimated $22.1M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q2 2021 was Flagship Harbor Advisors, an estimated $602K sold.
Based on aggregated 13F filings for Q2 2021.