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Global X S&P 500 Covered Call ETF
XYLD

226 hedge funds and large institutions have $1.24B invested in Global X S&P 500 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

23% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 71

18% more capital invested

Capital invested by funds: $1.05B → $1.24B (+$186M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

11% more funds holding

Funds holding: 203 → 226 (+23)

7.29% more ownership

Funds ownership: 36.88% → 44.17% (+7.3%)

57% less call options, than puts

Call options by funds: $809K | Put options by funds: $1.89M

Holders
226
Holders Change
+23
Holders Change %
+11.33%
% of All Funds
3.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
38
Increased
87
Reduced
71
Closed
11
Calls
$809K
Puts
$1.89M
Net Calls
-$1.08M
Net Calls Change
-$311K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$144M
2
JP Morgan Chase
JP Morgan Chase
New York
+$14.3M
3
OMC
Old Mission Capital
Illinois
+$5.38M
4
IWM
IHT Wealth Management
Illinois
+$4.79M
5
CF
Centaurus Financial
California
+$3.75M

Top Sellers

1
PPW
Pasadena Private Wealth
California
-$18.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.03M
3
CI
Cavalier Investments
Georgia
-$5.61M
4
Wells Fargo
Wells Fargo
California
-$5.59M
5
Osaic Holdings
Osaic Holdings
Arizona
-$4.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
51
Jane Street
New York
$2.65M +$2.62M +67,101 New
CW
52
CreativeOne Wealth
Kansas
$2.55M -$91.2K -2,340 -3%
EM
53
ELCO Management
New York
$2.53M -$15.6K -400 -0.6%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$2.51M -$3.66M -93,894 -60%
WS
55
Wedbush Securities
California
$2.5M +$292K +7,501 +13%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$2.43M -$68.3K -1,753 -3%
CIA
57
Concurrent Investment Advisors
Florida
$2.22M +$2.19M +56,257 New
IFWM
58
Institute for Wealth Management
Colorado
$2.2M -$554K -14,223 -20%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$2.19M +$76K +1,951 +4%
AAS
60
Ameritas Advisory Services
Nebraska
$2.06M -$652K -16,739 -25%
SFS
61
Sowell Financial Services
Arkansas
$2M +$3K +77 +0.2%
1WM
62
1900 Wealth Management
Texas
$1.93M -$886K -22,724 -32%
GLA
63
Good Life Advisors
Pennsylvania
$1.92M +$16.8K +431 +0.9%
OCBCO
64
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.92M – – –
BWA
65
Beam Wealth Advisors
Louisiana
$1.83M -$72K -1,846 -4%
Citadel Advisors
66
Citadel Advisors
Florida
$1.82M +$782K +20,051 +77%
HAS
67
HBW Advisory Services
California
$1.78M +$61K +1,564 +4%
BRWA
68
B. Riley Wealth Advisors
Florida
$1.62M +$148K +3,801 +10%
BSB
69
Bangor Savings Bank
Maine
$1.61M – – –
1832 Asset Management
70
1832 Asset Management
Ontario, Canada
$1.58M +$689K +17,676 +79%
BWM
71
BKM Wealth Management
Wisconsin
$1.55M +$1.53M +39,333 New
WWM
72
Western Wealth Management
Colorado
$1.44M +$486K +12,469 +52%
PAG
73
Private Advisor Group
New Jersey
$1.42M -$1.91M -49,070 -58%
SWP
74
Significant Wealth Partners
Illinois
$1.41M +$1.39M +35,785 New
CRWM
75
Castle Rock Wealth Management
California
$1.39M -$72.8K -1,868 -5%
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3
4 5

XYLD Hedge Fund Activity: Q4 2023 in Review

226 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q4 2023, worth a combined $1.24B — up 18% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new XYLD positions and 11 closed out — a net gain of 27 holders — while 87 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $144M. The largest seller was Pasadena Private Wealth, cutting an estimated $18.5M.

  • 226 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2023, up from 203 in Q3 2023.
  • Funds reported $1.24B of Global X S&P 500 Covered Call ETF stock for Q4 2023, up 18% quarter-over-quarter.
  • 38 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2023 and 11 closed out, a net change of +27 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q4 2023 was Morgan Stanley, an estimated $144M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q4 2023 was Pasadena Private Wealth, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2023.