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Global X S&P 500 Covered Call ETF

147 hedge funds and large institutions have $591M invested in Global X S&P 500 Covered Call ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 27

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $490M → $591M (+$102M)

13% more funds holding

Funds holding: 130147 (+17)

3% less call options, than puts

Call options by funds: $2.07M | Put options by funds: $2.14M

1.91% less ownership

Funds ownership: 37.44%35.54% (-1.9%)

Holders
147
Holders Change
+17
Holders Change %
+13.08%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
34
Increased
71
Reduced
27
Closed
17
Calls
$2.07M
Puts
$2.14M
Net Calls
-$75K
Net Calls Change
+$445K
Name Holding Trade Value Shares
Change
Change in
Stake
SL
76
Salomon & Ludwin
Virginia
$439K +$470K +10,278 New
KPWS
77
Kestra Private Wealth Services
Texas
$431K +$462K +10,091 New
AWS
78
AJ Wealth Strategies
New York
$425K
MA
79
Mutual Advisors
Nebraska
$421K +$451K +9,854 New
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$409K +$237K +5,182 +118%
EA
81
Eudaimonia Advisors
Tennessee
$407K +$436K +9,533 New
AA
82
Ancora Advisors
Ohio
$398K
EH
83
Equitable Holdings
New York
$388K +$205K +4,472 +97%
ARC
84
Advisor Resource Council
Texas
$386K +$414K +9,049 New
MC
85
Moors & Cabot
Massachusetts
$379K +$73K +1,595 +22%
OC
86
Oppenheimer & Co
New York
$357K -$86.3K -1,886 -18%
BPA
87
Beacon Pointe Advisors
California
$356K +$381K +8,327 New
SPC
88
Sigma Planning Corp
Michigan
$354K +$380K +8,302 New
HW
89
Hamilton Wealth
California
$332K -$4.71M -103,062 -93%
JIP
90
Jaffetilchin Investment Partners
Florida
$324K +$347K +7,591 New
AIA
91
Armor Investment Advisors
North Carolina
$322K +$174K +3,794 +101%
APW
92
Axim Planning & Wealth
Ohio
$321K +$344K +7,526 New
Simplex Trading
93
Simplex Trading
Illinois
$308K +$331K +7,227 New
AF
94
Advisornet Financial
Minnesota
$291K +$252K +5,511 +421%
AWS
95
Atria Wealth Solutions
New York
$290K +$88.3K +1,931 +40%
BOPW
96
Brandywine Oak Private Wealth
Pennsylvania
$287K +$308K +6,736 New
SLWA
97
San Luis Wealth Advisors
California
$284K -$25K -546 -8%
KAS
98
Kestra Advisory Services
Texas
$279K +$93.6K +2,047 +46%
PTC
99
Private Trust Company
Ohio
$279K +$299K +6,543 New
STA
100
Summit Trail Advisors
New York
$277K +$68.6K +1,500 +30%

XYLD Hedge Fund Activity: Q2 2022 in Review

147 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q2 2022, worth a combined $591M — up 21% from $490M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new XYLD positions and 17 closed out — a net gain of 17 holders — while 71 added to existing stakes and 27 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $41.8M. The largest seller was Old Mission Capital, cutting an estimated $5.04M.

  • 147 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q2 2022, up from 130 in Q1 2022.
  • Funds reported $591M of Global X S&P 500 Covered Call ETF stock for Q2 2022, up 21% quarter-over-quarter.
  • 34 funds opened new Global X S&P 500 Covered Call ETF positions in Q2 2022 and 17 closed out, a net change of +17 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $41.8M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q2 2022 was Old Mission Capital, an estimated $5.04M sold.

Based on aggregated 13F filings for Q2 2022.