XYLD icon

Global X S&P 500 Covered Call ETF
XYLD

Overview Fund Activity

222 hedge funds and large institutions have $1.09B invested in Global X S&P 500 Covered Call ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.22%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
26
Increased
85
Reduced
81
Closed
27
Calls
$1.45M
Puts
$1.31M
Net Calls
+$139K
Net Calls Change
+$1.22M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$38.5M
2
LPL Financial
LPL Financial
California
$112M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$15.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.4M
5
Bank of America
Bank of America
North Carolina
$79.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$147M
2
CF
Centaurus Financial
California
$12M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62K
4
HW
Hamilton Wealth
California
$0
5
UBS Group
UBS Group
Switzerland
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$2.18M -$337K -8,264 -13%
IFWM
52
Institute for Wealth Management
Colorado
$2.14M -$139K -3,412 -6%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$2.12M +$716K +17,561 +51%
CA
54
Cetera Advisors
Colorado
$2.09M +$1.32M +32,300 +171%
BWA
55
Beam Wealth Advisors
Louisiana
$2.06M +$160K +3,913 +8%
ASN
56
Advisory Services Network
Georgia
$1.97M +$985K +24,137 +100%
1WM
57
1900 Wealth Management
Texas
$1.91M -$91.3K -2,238 -5%
OCBCO
58
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.85M -$138K -3,377 -7%
CRWM
59
Castle Rock Wealth Management
California
$1.84M +$424K +10,618 +30%
CIA
60
Concurrent Investment Advisors
Florida
$1.81M -$486K -11,914 -21%
BSB
61
Bangor Savings Bank
Maine
$1.79M +$126K +3,080 +8%
HAS
62
HBW Advisory Services
California
$1.78M – – –
Kayne Anderson Rudnick Investment Management
63
Kayne Anderson Rudnick Investment Management
California
$1.65M +$751K +18,447 +84%
MA
64
MAS Advisors
Florida
$1.61M +$227K +5,566 +16%
1832 Asset Management
65
1832 Asset Management
Ontario, Canada
$1.61M -$23.1K -567 -1%
PAG
66
Private Advisor Group
New Jersey
$1.6M +$129K +3,155 +9%
SFS
67
Sowell Financial Services
Arkansas
$1.5M -$549K -13,542 -27%
BRWA
68
B. Riley Wealth Advisors
Florida
$1.44M -$148K -3,801 -9%
Mariner
69
Mariner
Kansas
$1.39M +$266K +6,514 +24%
MAM
70
Montchanin Asset Management
Delaware
$1.32M +$1.32M +32,440 New
BFG
71
Berger Financial Group
Minnesota
$1.3M -$46.3K -1,134 -3%
NA
72
NewEdge Advisors
Louisiana
$1.21M +$205K +5,014 +20%
RIA
73
Regal Investment Advisors
Michigan
$1.21M +$37.7K +923 +3%
ACM
74
Anfield Capital Management
California
$1.16M +$79.8K +1,956 +7%
KAS
75
Kestra Advisory Services
Texas
$1.15M +$476K +11,670 +71%
1 2
3
4 5