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Global X S&P 500 Covered Call ETF

147 hedge funds and large institutions have $591M invested in Global X S&P 500 Covered Call ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 27

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $490M → $591M (+$102M)

13% more funds holding

Funds holding: 130147 (+17)

3% less call options, than puts

Call options by funds: $2.07M | Put options by funds: $2.14M

1.91% less ownership

Funds ownership: 37.44%35.54% (-1.9%)

Holders
147
Holders Change
+17
Holders Change %
+13.08%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
34
Increased
71
Reduced
27
Closed
17
Calls
$2.07M
Puts
$2.14M
Net Calls
-$75K
Net Calls Change
+$445K
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
51
Great Valley Advisor Group
Delaware
$1.16M +$833K +18,217 +201%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$1.14M +$865K +18,912 +243%
PFS
53
Prospera Financial Services
Texas
$1.11M +$33.4K +730 +3%
NRI
54
NFP Retirement Inc
California
$1.04M +$123K +2,695 +12%
WS
55
Wedbush Securities
California
$1.02M +$244K +5,324 +29%
RIA
56
Regal Investment Advisors
Michigan
$1M -$7.04K -154 -0.6%
Wells Fargo
57
Wells Fargo
California
$955K +$993K +21,708 +3,309%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$945K +$367K +8,032 +57%
Citadel Advisors
59
Citadel Advisors
Florida
$941K +$1.01M +22,053 New
CW
60
CreativeOne Wealth
Kansas
$883K -$97K -2,120 -9%
FHA
61
Flagship Harbor Advisors
Massachusetts
$843K -$1.61M -35,211 -64%
CAAS
62
Capital Asset Advisory Services
Michigan
$829K +$59.6K +1,302 +7%
RA
63
RFG Advisory
Alabama
$800K -$1.08M -23,541 -56%
EP
64
Eudaimonia Partners
Tennessee
$777K +$633K +13,837 +318%
5L
65
55I LLC
Massachusetts
$771K +$602K +13,154 +268%
Mariner
66
Mariner
Kansas
$765K -$18.8K -412 -2%
SWP
67
Stratos Wealth Partners
Ohio
$723K +$186K +4,061 +32%
CCM
68
Community Capital Management
Florida
$704K
CA
69
Cetera Advisors
Colorado
$660K +$53.4K +1,167 +8%
CAL
70
Capital Analysts LLC
Pennsylvania
$632K +$677K +14,811 New
FAM
71
Flaharty Asset Management
Florida
$604K +$647K +14,141 New
JWCA
72
J.W. Cole Advisors
Florida
$578K +$169K +3,705 +38%
GM
73
GeoWealth Management
Illinois
$546K +$80.3K +1,755 +16%
Truist Financial
74
Truist Financial
North Carolina
$544K +$130K +2,833 +29%
MF
75
Manchester Financial
California
$505K +$17.6K +385 +3%

XYLD Hedge Fund Activity: Q2 2022 in Review

147 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q2 2022, worth a combined $591M — up 21% from $490M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new XYLD positions and 17 closed out — a net gain of 17 holders — while 71 added to existing stakes and 27 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $41.8M. The largest seller was Old Mission Capital, cutting an estimated $5.04M.

  • 147 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q2 2022, up from 130 in Q1 2022.
  • Funds reported $591M of Global X S&P 500 Covered Call ETF stock for Q2 2022, up 21% quarter-over-quarter.
  • 34 funds opened new Global X S&P 500 Covered Call ETF positions in Q2 2022 and 17 closed out, a net change of +17 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $41.8M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q2 2022 was Old Mission Capital, an estimated $5.04M sold.

Based on aggregated 13F filings for Q2 2022.