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Global X S&P 500 Covered Call ETF

255 hedge funds and large institutions have $1.22B invested in Global X S&P 500 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 106 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 18

136% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $813K

56% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 68

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more funds holding

Funds holding: 225255 (+30)

10% more capital invested

Capital invested by funds: $1.1B → $1.22B (+$114M)

2.76% more ownership

Funds ownership: 38.32%41.09% (+2.8%)

Holders
255
Holders Change
+30
Holders Change %
+13.33%
% of All Funds
3.36%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
51
Increased
106
Reduced
68
Closed
18
Calls
$1.92M
Puts
$813K
Net Calls
+$1.1M
Net Calls Change
+$499K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
51
PFG Investments
New York
$2.95M -$207K -4,930 -7%
UIC
52
Uniplan Investment Counsel
Wisconsin
$2.74M +$49.2K +1,173 +2%
AAS
53
Ameritas Advisory Services
Nebraska
$2.71M -$63.4K -1,512 -2%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$2.59M +$235K +5,604 +10%
IAIM
55
International Assets Investment Management
Florida
$2.52M +$2.53M +60,331 New
SS
56
SBI Securities
Japan
$2.48M +$2.48M +59,127 New
EM
57
ELCO Management
New York
$2.46M -$79.7K -1,900 -3%
LFS
58
Littlejohn Financial Services
Oregon
$2.38M +$2.38M +56,719 New
APP
59
Avantax Planning Partners
Iowa
$2.33M -$251K -5,983 -10%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$2.32M +$139K +3,309 +6%
Mariner
61
Mariner
Kansas
$2.08M +$393K +9,374 +23%
FAM
62
Flaharty Asset Management
Florida
$2.07M -$132K -3,137 -6%
IFWM
63
Institute for Wealth Management
Colorado
$2.04M -$40.9K -976 -2%
NA
64
NewEdge Advisors
Louisiana
$2.02M +$433K +10,326 +27%
CIA
65
Concurrent Investment Advisors
Florida
$2M -$76.3K -1,820 -4%
ASN
66
Advisory Services Network
Georgia
$1.96M -$160K -3,822 -8%
BWA
67
Beam Wealth Advisors
Louisiana
$1.92M +$47.2K +1,124 +3%
BSB
68
Bangor Savings Bank
Maine
$1.78M -$99.2K -2,365 -5%
MML Investors Services
69
MML Investors Services
Massachusetts
$1.7M +$254K +6,048 +17%
WW
70
Winnow Wealth
Texas
$1.66M +$1.67M +39,754 New
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$1.64M +$430K +10,241 +35%
AAG
72
Armstrong Advisory Group
Massachusetts
$1.56M +$43.5K +1,036 +3%
1832 Asset Management
73
1832 Asset Management
Ontario, Canada
$1.55M -$7.38K -176 -0.5%
CRWM
74
Castle Rock Wealth Management
California
$1.39M +$69.8K +1,663 +5%
RIA
75
Regal Investment Advisors
Michigan
$1.39M +$181K +4,304 +15%

XYLD Hedge Fund Activity: Q4 2024 in Review

255 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q4 2024, worth a combined $1.22B — up 10% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XYLD positions and 18 closed out — a net gain of 33 holders — while 106 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.1M. The largest seller was Old Mission Capital, exiting entirely with an estimated $4.46M sold.

  • 255 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2024, up from 225 in Q3 2024.
  • Funds reported $1.22B of Global X S&P 500 Covered Call ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 51 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2024 and 18 closed out, a net change of +33 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q4 2024 was Morgan Stanley, an estimated $15.1M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q4 2024 was Old Mission Capital, an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2024.