We are live on ! Find out more
XYLD icon

Global X S&P 500 Covered Call ETF

229 hedge funds and large institutions have $1.14B invested in Global X S&P 500 Covered Call ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $623K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

23% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 71

2% more funds holding

Funds holding: 224229 (+5)

1.25% more ownership

Funds ownership: 38.39%39.64% (+1.2%)

4% more capital invested

Capital invested by funds: $1.1B → $1.14B (+$45.7M)

Holders
229
Holders Change
+5
Holders Change %
+2.23%
% of All Funds
3.31%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
37
Increased
87
Reduced
71
Closed
26
Calls
$1.15M
Puts
$623K
Net Calls
+$527K
Net Calls Change
+$388K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$2.66M +$44.4K +1,101 +2%
BAM
52
Belpointe Asset Management
Nevada
$2.53M +$70.8K +1,757 +3%
EM
53
ELCO Management
New York
$2.51M -$20.1K -500 -0.8%
Mirae Asset Global ETFs Holdings
54
Mirae Asset Global ETFs Holdings
Hong Kong
$2.3M +$2.29M +56,931 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$2.25M +$88.4K +2,194 +4%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$2.22M -$3.6M -89,382 -62%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$2.09M -$17K -423 -0.8%
IFWM
58
Institute for Wealth Management
Colorado
$2.08M -$34.8K -863 -2%
ASN
59
Advisory Services Network
Georgia
$2.04M +$92.5K +2,296 +5%
CIA
60
Concurrent Investment Advisors
Florida
$1.97M +$175K +4,342 +10%
Kayne Anderson Rudnick Investment Management
61
Kayne Anderson Rudnick Investment Management
California
$1.93M +$297K +7,373 +18%
Jane Street
62
Jane Street
New York
$1.85M +$1.85M +45,864 New
CF
63
Centaurus Financial
California
$1.85M -$9.98M -247,789 -84%
BWA
64
Beam Wealth Advisors
Louisiana
$1.81M -$228K -5,653 -11%
HAS
65
HBW Advisory Services
California
$1.79M -$38.2K -948 -2%
BSB
66
Bangor Savings Bank
Maine
$1.78M
1WM
67
1900 Wealth Management
Texas
$1.67M -$220K -5,448 -12%
MA
68
MAS Advisors
Florida
$1.6M +$5.12K +127 +0.3%
1832 Asset Management
69
1832 Asset Management
Ontario, Canada
$1.51M -$86.2K -2,139 -5%
SFS
70
Sowell Financial Services
Arkansas
$1.5M -$1.01K -25 -0.1%
NA
71
NewEdge Advisors
Louisiana
$1.47M +$268K +6,658 +22%
Mariner
72
Mariner
Kansas
$1.41M +$36.2K +898 +3%
CRWM
73
Castle Rock Wealth Management
California
$1.39M -$467K -11,578 -25%
AAG
74
Armstrong Advisory Group
Massachusetts
$1.37M +$629K +15,615 +85%
OCBCO
75
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.36M -$463K -11,488 -25%

XYLD Hedge Fund Activity: Q2 2024 in Review

229 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q2 2024, worth a combined $1.14B — up 4.2% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new XYLD positions and 26 closed out — a net gain of 11 holders — while 87 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $20.1M. The largest seller was Wells Fargo, cutting an estimated $12.7M.

  • 229 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q2 2024, up from 224 in Q1 2024.
  • Funds reported $1.14B of Global X S&P 500 Covered Call ETF stock for Q2 2024, up 4.2% quarter-over-quarter.
  • 37 funds opened new Global X S&P 500 Covered Call ETF positions in Q2 2024 and 26 closed out, a net change of +11 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q2 2024 was Bank of America, an estimated $20.1M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q2 2024 was Wells Fargo, an estimated $12.7M sold.

Based on aggregated 13F filings for Q2 2024.