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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
SWP
101
Stratos Wealth Partners
Ohio
$846K -$486K -11,575 -36%
PA
102
Procyon Advisors
Connecticut
$838K
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$791K -$2.73K -65 -0.3%
MA
104
MAS Advisors
Florida
$770K -$889K -21,197 -54%
ACM
105
AlphaStar Capital Management
North Carolina
$763K +$764K +18,220 New
SLWA
106
San Luis Wealth Advisors
California
$733K +$71.1K +1,695 +11%
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$725K +$285K +6,783 +64%
IHWM
108
Iron Horse Wealth Management
Iowa
$721K -$1.01K -24 -0.1%
PAS
109
Park Avenue Securities
New York
$717K +$87.1K +2,077 +14%
B
110
Bensler
Washington
$715K -$53.7K -1,279 -7%
William Blair & Company
111
William Blair & Company
Illinois
$707K +$30.5K +726 +4%
PTC
112
Private Trust Company
Ohio
$701K +$42K +1,000 +6%
NFG
113
Nations Financial Group
Iowa
$697K +$25.2K +600 +4%
FFA
114
Founders Financial Alliance
North Carolina
$684K +$49K +1,167 +8%
CCAL
115
City Center Advisors LLC
Michigan
$673K +$19K +452 +3%
CMMS
116
Comprehensive Money Management Services
Florida
$662K +$663K +15,796 New
RFN
117
Redwood Financial Network
Ohio
$653K -$42 -1 -0%
KA
118
Kovack Advisors
Florida
$639K +$42K +1,002 +7%
AFP
119
Ausdal Financial Partners
Iowa
$634K +$31.5K +752 +5%
KWA
120
Kingswood Wealth Advisors
California
$623K +$34.9K +832 +6%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$620K +$35.6K +849 +6%
CAG
122
Curtis Advisory Group
California
$614K +$123K +2,933 +25%
EH
123
Equitable Holdings
New York
$611K -$4.66K -111 -0.8%
BPA
124
Beacon Pointe Advisors
California
$601K +$602K +14,349 New
Wolverine Trading
125
Wolverine Trading
Illinois
$589K +$589K +14,050 New

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.