Global X S&P 500 Covered Call ETF
XYLD
182 hedge funds and large institutions have $811M invested in Global X S&P 500 Covered Call ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 45 reducing their positions, and 20 closing their positions.
93% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 45
58% more call options, than puts
Call options by funds: $2.63M | Put options by funds: $1.67M
55% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 20
5% more funds holding
Funds holding: 174 → 182 (+8)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.57% less ownership
Funds ownership: 33.4% → 32.83% (-0.57%)
41% less capital invested
Capital invested by funds: $1.39B → $811M (-$575M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$26.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$14.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$10.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$7.14M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
TRUADVICE
Sarasota,
Florida
|
-$6.67M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.51M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.87M |
| 4 |
MA
MYDA Advisors
Woodmere,
New York
|
-$3.15M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$2.41M |
XYLD Hedge Fund Activity: Q1 2023 in Review
182 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q1 2023, worth a combined $811M — down 41% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new XYLD positions and 20 closed out — a net gain of 11 holders — while 87 added to existing stakes and 45 trimmed.
The largest buyer was Pasadena Private Wealth, adding an estimated $26.5M. The largest seller was TRUADVICE, cutting an estimated $6.67M.
- 182 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q1 2023, up from 174 in Q4 2022.
- Funds reported $811M of Global X S&P 500 Covered Call ETF stock for Q1 2023, down 41% quarter-over-quarter.
- 31 funds opened new Global X S&P 500 Covered Call ETF positions in Q1 2023 and 20 closed out, a net change of +11 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q1 2023 was Pasadena Private Wealth, an estimated $26.5M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q1 2023 was TRUADVICE, an estimated $6.67M sold.
Based on aggregated 13F filings for Q1 2023.