XYLD icon

Global X S&P 500 Covered Call ETF
XYLD

Overview Fund Activity

223 hedge funds and large institutions have $1.09B invested in Global X S&P 500 Covered Call ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
24
Increased
97
Reduced
73
Closed
27
Calls
$1.22M
Puts
$618K
Net Calls
+$606K
Net Calls Change
+$79K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$120M
2
Morgan Stanley
2
Morgan Stanley
New York
$162M
3
PCP
3
Proficio Capital Partners
Massachusetts
$7M
4
LPL Financial
4
LPL Financial
California
$133M
5
GLA
5
Good Life Advisors
Pennsylvania
$7.44M

Top Sellers

1
NAM
1
Nissay Asset Management
Japan
$68.6M
2
OSNBOA
2
Old Second National Bank of Aurora
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
HW
4
Hamilton Wealth
California
$10.5M
5
RSA
5
River Street Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EM
51
ELCO Management
New York
$2.52M -$58.1K -1,400 -2%
WWM
52
Western Wealth Management
Colorado
$2.36M +$2.36M +56,865 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$2.33M +$53K +1,276 +2%
SPC
54
Sigma Planning Corp
Michigan
$2.32M -$406K -9,783 -15%
FAM
55
Flaharty Asset Management
Florida
$2.18M -$964K -23,218 -31%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$2.16M +$16.1K +389 +0.8%
CIA
57
Concurrent Investment Advisors
Florida
$2.06M +$40.1K +967 +2%
IFWM
58
Institute for Wealth Management
Colorado
$2.06M -$79.7K -1,920 -4%
ASN
59
Advisory Services Network
Georgia
$2.04M – – –
BSB
60
Bangor Savings Bank
Maine
$1.86M +$40.9K +985 +2%
BWA
61
Beam Wealth Advisors
Louisiana
$1.86M -$2.08K -50 -0.1%
Kayne Anderson Rudnick Investment Management
62
Kayne Anderson Rudnick Investment Management
California
$1.75M -$236K -5,700 -12%
Mariner
63
Mariner
Kansas
$1.67M +$225K +5,423 +16%
MA
64
MAS Advisors
Florida
$1.64M +$291 +7 +0%
NA
65
NewEdge Advisors
Louisiana
$1.57M +$62.6K +1,508 +4%
1832 Asset Management
66
1832 Asset Management
Ontario, Canada
$1.55M – – –
AAG
67
Armstrong Advisory Group
Massachusetts
$1.5M +$92.3K +2,224 +7%
HAS
68
HBW Advisory Services
California
$1.45M -$390K -9,390 -21%
MML Investors Services
69
MML Investors Services
Massachusetts
$1.44M +$182K +4,376 +14%
MAM
70
Montchanin Asset Management
Delaware
$1.39M +$41.5K +1,000 +3%
SWP
71
Stratos Wealth Partners
Ohio
$1.32M +$185K +4,452 +16%
CRWM
72
Castle Rock Wealth Management
California
$1.28M -$147K -3,546 -10%
1WM
73
1900 Wealth Management
Texas
$1.28M -$436K -10,504 -25%
OCBCO
74
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.27M -$126K -3,039 -9%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$1.2M +$20.9K +503 +2%
1 2
3
4 5