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Global X S&P 500 Covered Call ETF

229 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, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $623K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

23% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 71

2% more funds holding

Funds holding: 224229 (+5)

1.25% more ownership

Funds ownership: 38.39%39.64% (+1.2%)

4% more capital invested

Capital invested by funds: $1.1B → $1.14B (+$45.7M)

Holders
229
Holders Change
+5
Holders Change %
+2.23%
% of All Funds
3.31%
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
71
Closed
26
Calls
$1.15M
Puts
$623K
Net Calls
+$527K
Net Calls Change
+$388K
Name Holding Trade Value Shares
Change
Change in
Stake
EH
101
Equitable Holdings
New York
$745K -$85.5K -2,123 -10%
KAS
102
Kestra Advisory Services
Texas
$731K -$403K -10,003 -36%
SA
103
Sanctuary Advisors
Indiana
$701K +$706K +17,529 New
BAAM
104
Baker Avenue Asset Management
California
$686K +$2.14K +53 +0.3%
YIH
105
Y-Intercept (HK)
Hong Kong
$668K +$306K +7,594 +85%
NFG
106
Nations Financial Group
Iowa
$664K +$22.2K +550 +3%
CPC
107
Consolidated Planning Corp
Georgia
$660K -$39K -968 -6%
ACM
108
Ashford Capital Management
Delaware
$647K -$121K -3,000 -16%
IHWM
109
Iron Horse Wealth Management
Iowa
$637K -$33K -820 -5%
RFN
110
Redwood Financial Network
Ohio
$633K -$4.19K -104 -0.7%
PTC
111
Private Trust Company
Ohio
$632K
CPL
112
CAP Partners LLC
Tennessee
$617K -$49.9K -1,238 -8%
Wealthfront Advisers
113
Wealthfront Advisers
California
$611K +$62.4K +1,548 +11%
SC
114
Sapient Capital
Indiana
$608K
KA
115
Kovack Advisors
Florida
$588K +$586K +14,540 New
FFA
116
Founders Financial Alliance
North Carolina
$563K +$44.2K +1,098 +9%
ACA
117
Aptus Capital Advisors
Alabama
$563K +$9.71K +241 +2%
FIA
118
Foundations Investment Advisors
Arizona
$558K +$4.15K +103 +0.8%
PAS
119
Park Avenue Securities
New York
$550K +$154K +3,817 +39%
AWA
120
Arete Wealth Advisors
Illinois
$546K -$31.2K -774 -5%
CCAL
121
City Center Advisors LLC
Michigan
$524K
William Blair & Company
122
William Blair & Company
Illinois
$504K +$68.5K +1,701 +16%
KWM
123
Kingsview Wealth Management
Oregon
$497K +$121 +3 +0%
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$484K -$369K -9,164 -43%
PCP
125
Proficio Capital Partners
Massachusetts
$480K

XYLD Hedge Fund Activity: Q2 2024 in Review

229 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q2 2024, worth a combined $1.14B — up 4.2% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new XYLD positions and 26 closed out — a net gain of 11 holders — while 87 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $20.1M. The largest seller was Wells Fargo, cutting an estimated $12.7M.

  • 229 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q2 2024, up from 224 in Q1 2024.
  • Funds reported $1.14B of Global X S&P 500 Covered Call ETF stock for Q2 2024, up 4.2% quarter-over-quarter.
  • 37 funds opened new Global X S&P 500 Covered Call ETF positions in Q2 2024 and 26 closed out, a net change of +11 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q2 2024 was Bank of America, an estimated $20.1M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q2 2024 was Wells Fargo, an estimated $12.7M sold.

Based on aggregated 13F filings for Q2 2024.