XYLD icon

Global X S&P 500 Covered Call ETF
XYLD

Overview Fund Activity

226 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, 68 reducing their positions, and 26 closing their positions.

Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
3.29%
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
68
Closed
26
Calls
$1.15M
Puts
$623K
Net Calls
+$527K
Net Calls Change
+$388K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$99.2M
2
LPL Financial
2
LPL Financial
California
$125M
3
HW
3
Hamilton Wealth
California
$13.6M
4
OCM
4
One Capital Management
California
$8.97M
5
HIP
5
HUB Investment Partners
Texas
$12.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25.5M
2
CF
2
Centaurus Financial
California
$1.85M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.22M
4
XF
4
XML Financial
Maryland
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
76
Regal Investment Advisors
Michigan
$1.2M +$4.37K +108 +0.4%
BRWA
77
B. Riley Wealth Advisors
Florida
$1.17M -$333K -8,190 -22%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$1.15M +$145K +3,575 +14%
VCP
79
Verus Capital Partners
Arizona
$1.11M +$60.4K +1,493 +6%
SWP
80
Stratos Wealth Partners
Ohio
$1.1M +$136K +3,373 +14%
KFS
81
Kaizen Financial Strategies
California
$1.1M +$210K +5,226 +23%
ML
82
McAdam LLC
Pennsylvania
$1.1M +$8.65K +214 +0.8%
DADC
83
D.A. Davidson & Co
Montana
$1.09M +$343K +8,480 +46%
Comerica Bank
84
Comerica Bank
Texas
$1.09M -$27.7K -685 -2%
CL
85
Choreo LLC
Illinois
$1.09M +$2.39K +59 +0.2%
BCP
86
Blue Chip Partners
Michigan
$1.09M +$114K +2,816 +12%
PIA
87
Perennial Investment Advisors
California
$1.08M -$8.9K -220 -0.8%
BFG
88
Berger Financial Group
Minnesota
$1.08M -$216K -5,340 -17%
MWP
89
Madison Wealth Partners
Wisconsin
$1.04M +$174K +4,307 +20%
PPW
90
Pasadena Private Wealth
California
$1.03M +$26.5K +655 +3%
Truist Financial
91
Truist Financial
North Carolina
$915K +$17K +420 +2%
WWM
92
WJ Wealth Management
Arizona
$912K +$912K +22,547 New
B
93
Bensler
Washington
$903K +$24.7K +611 +3%
JPLA
94
Joseph P. Lucia & Associates
New York
$843K -$5.01K -124 -0.6%
Lido Advisors
95
Lido Advisors
California
$838K +$255K +6,273 +44%
PA
96
Procyon Advisors
Connecticut
$809K – – –
FFA
97
First Foundation Advisors
California
$792K -$197K -4,868 -20%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$766K -$64.4K -1,593 -8%
EH
99
Equitable Holdings
New York
$745K -$85.8K -2,123 -10%
KAS
100
Kestra Advisory Services
Texas
$731K -$404K -10,003 -36%
2 3
4
5 6