Global X S&P 500 Covered Call ETF
XYLD
130 hedge funds and large institutions have $490M invested in Global X S&P 500 Covered Call ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 57 increasing their positions, 17 reducing their positions, and 12 closing their positions.
283% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 12
235% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 17
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
54% more capital invested
Capital invested by funds: $318M → $490M (+$172M)
35% more funds holding
Funds holding: 96 → 130 (+34)
1.54% more ownership
Funds ownership: 35.9% → 37.44% (+1.5%)
43% less call options, than puts
Call options by funds: $685K | Put options by funds: $1.21M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$41.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$29.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$18.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$11.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
AJ Wealth Strategies
New York
|
-$4.62M |
| 2 |
XF
XML Financial
Bethesda,
Maryland
|
-$2.43M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$1.7M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.3M |
| 5 |
Renaissance Technologies
New York
|
-$1.15M |
XYLD Hedge Fund Activity: Q1 2022 in Review
130 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q1 2022, worth a combined $490M — up 54% from $318M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new XYLD positions and 12 closed out — a net gain of 34 holders — while 57 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $41.1M. The largest seller was AJ Wealth Strategies, cutting an estimated $4.62M.
- 130 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q1 2022, up from 96 in Q4 2021.
- Funds reported $490M of Global X S&P 500 Covered Call ETF stock for Q1 2022, up 54% quarter-over-quarter.
- 46 funds opened new Global X S&P 500 Covered Call ETF positions in Q1 2022 and 12 closed out, a net change of +34 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q1 2022 was Morgan Stanley, an estimated $41.1M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q1 2022 was AJ Wealth Strategies, an estimated $4.62M sold.
Based on aggregated 13F filings for Q1 2022.