We are live on ! Find out more
XYLD icon

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
HAS
76
HBW Advisory Services
California
$1.36M -$103K -2,451 -7%
VCP
77
Verus Capital Partners
Arizona
$1.34M +$136K +3,237 +11%
KAS
78
Kestra Advisory Services
Texas
$1.34M +$579K +13,799 +75%
MWP
79
Madison Wealth Partners
Wisconsin
$1.31M +$113K +2,687 +9%
OCBCO
80
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.29M
NCG
81
Newport Capital Group
New Jersey
$1.26M +$1.26M +30,147 New
KFS
82
Kaizen Financial Strategies
California
$1.24M +$34.4K +821 +3%
1WM
83
1900 Wealth Management
Texas
$1.22M -$67.5K -1,608 -5%
AMG
84
Advisors Management Group
Wisconsin
$1.19M +$780K +18,583 +187%
Comerica Bank
85
Comerica Bank
Texas
$1.15M +$21K +500 +2%
BCP
86
Blue Chip Partners
Michigan
$1.14M -$26.8K -638 -2%
MAM
87
Montchanin Asset Management
Delaware
$1.12M -$281K -6,700 -20%
BFG
88
Berger Financial Group
Minnesota
$1.11M -$7.59K -181 -0.7%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$1.11M +$1.11M +26,410 +220,083%
ML
90
McAdam LLC
Pennsylvania
$1.11M +$23.4K +557 +2%
Lido Advisors
91
Lido Advisors
California
$1.03M +$320K +7,619 +47%
PPW
92
Pasadena Private Wealth
California
$1.02M +$47.5K +1,133 +5%
POIA
93
Pin Oak Investment Advisors
Texas
$1.02M
FIA
94
Foundations Investment Advisors
Arizona
$963K +$220K +5,246 +30%
Wealthfront Advisers
95
Wealthfront Advisers
California
$917K +$332K +7,924 +57%
DADC
96
D.A. Davidson & Co
Montana
$908K +$218K +5,200 +32%
CL
97
Choreo LLC
Illinois
$905K -$31.8K -759 -3%
BAAM
98
Baker Avenue Asset Management
California
$896K +$2.73K +65 +0.3%
PIA
99
Perennial Investment Advisors
California
$870K -$303K -7,232 -26%
JPLA
100
Joseph P. Lucia & Associates
New York
$856K -$27.9K -666 -3%

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.