Global X S&P 500 Covered Call ETF
XYLD
96 hedge funds and large institutions have $318M invested in Global X S&P 500 Covered Call ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 9 closing their positions.
340% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 10
289% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
70% more capital invested
Capital invested by funds: $187M → $318M (+$131M)
35% more funds holding
Funds holding: 71 → 96 (+25)
5% more call options, than puts
Call options by funds: $362K | Put options by funds: $346K
6.86% less ownership
Funds ownership: 42.76% → 35.9% (-6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$26.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.31M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.15M |
| 4 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
+$7.47M |
| 5 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
+$7.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Co
New York
|
-$49.9M |
| 2 |
GG
Gofen & Glossberg
Chicago,
Illinois
|
-$352K |
| 3 |
SG Americas Securities
New York
|
-$325K |
| 4 |
CCM
Community Capital Management
Plantation,
Florida
|
-$291K |
| 5 |
Goldman Sachs
New York
|
-$243K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HA
101
Herold Advisors
New York
| – | -$121K | -2,500 | Closed |
|
102
Bessemer Group
Woodbridge,
New Jersey
| – | -$100K | -2,064 | Closed |
|
|
DA
103
DCM Advisors
New York
| – | -$58K | -1,200 | Closed |
|
|
CFA
104
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$7K | -158 | Closed |
|
|
CFD
105
Creative Financial Designs
Kokomo,
Indiana
| – | -$3K | -65 | Closed |
|
|
CFN
106
Cordasco Financial Network
Naples,
Florida
| – | +$150 | +3 | New |
|
XYLD Hedge Fund Activity: Q4 2021 in Review
96 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q4 2021, worth a combined $318M — up 70% from $187M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new XYLD positions and 9 closed out — a net gain of 26 holders — while 44 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $26.7M. The largest seller was Oppenheimer & Co, cutting an estimated $49.9M.
- 96 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2021, up from 71 in Q3 2021.
- Funds reported $318M of Global X S&P 500 Covered Call ETF stock for Q4 2021, up 70% quarter-over-quarter.
- 35 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2021 and 9 closed out, a net change of +26 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q4 2021 was Morgan Stanley, an estimated $26.7M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q4 2021 was Oppenheimer & Co, an estimated $49.9M sold.
Based on aggregated 13F filings for Q4 2021.