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Global X S&P 500 Covered Call ETF

147 hedge funds and large institutions have $591M invested in Global X S&P 500 Covered Call ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 27

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $490M → $591M (+$102M)

13% more funds holding

Funds holding: 130147 (+17)

3% less call options, than puts

Call options by funds: $2.07M | Put options by funds: $2.14M

1.91% less ownership

Funds ownership: 37.44%35.54% (-1.9%)

Holders
147
Holders Change
+17
Holders Change %
+13.08%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
34
Increased
71
Reduced
27
Closed
17
Calls
$2.07M
Puts
$2.14M
Net Calls
-$75K
Net Calls Change
+$445K
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
126
Joseph P. Lucia & Associates
New York
$50K +$53.1K +1,161 New
CWA
127
Clearview Wealth Advisors
Oregon
$47K -$57.8K -1,264 -53%
CWC
128
Carolinas Wealth Consulting
North Carolina
$42K
US Bancorp
129
US Bancorp
Minnesota
$38K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$34K +$11.7K +256 +48%
TWC
131
TD Waterhouse Canada
Ontario, Canada
$33K -$38K -830 -52%
CA
132
CoreCap Advisors
Michigan
$28K +$29.5K +646 New
NC
133
NewSquare Capital
Pennsylvania
$23K
Belvedere Trading
134
Belvedere Trading
Illinois
$22K +$22.9K +500 New
SPIA
135
Steward Partners Investment Advisory
New York
$21K
JP Morgan Chase
136
JP Morgan Chase
New York
$20K +$12.4K +272 +136%
HNB
137
Huntington National Bank
Ohio
$18K
NFSG
138
Newbridge Financial Services Group
Florida
$12K
BFO
139
Biltmore Family Office
North Carolina
$11K
BCMLT
140
Beacon Capital Management LLC (Tennessee)
Tennessee
$10K
CWAF
141
Core Wealth Advisors (Florida)
Florida
$9K -$18.9K -413 -67%
WOSD
142
WFA of San Diego
California
$6K +$6.59K +144 New
EIP
143
Ellis Investment Partners
Pennsylvania
$4K
WWMSC
144
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$4.57K +100 New
SWM
145
Sugarloaf Wealth Management
Georgia
$4K +$4.67K +102 New
BFEC
146
Benjamin F. Edwards & Company
Missouri
$3K +$91 +2 +3%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$60 +$64.2K +1,404 New
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
-$1.69M -34,123 Closed
Renaissance Technologies
149
Renaissance Technologies
New York
-$911K -18,400 Closed
IAIM
150
International Assets Investment Management
Florida
-$587K -13,314 Closed

XYLD Hedge Fund Activity: Q2 2022 in Review

147 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q2 2022, worth a combined $591M — up 21% from $490M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new XYLD positions and 17 closed out — a net gain of 17 holders — while 71 added to existing stakes and 27 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $41.8M. The largest seller was Old Mission Capital, cutting an estimated $5.04M.

  • 147 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q2 2022, up from 130 in Q1 2022.
  • Funds reported $591M of Global X S&P 500 Covered Call ETF stock for Q2 2022, up 21% quarter-over-quarter.
  • 34 funds opened new Global X S&P 500 Covered Call ETF positions in Q2 2022 and 17 closed out, a net change of +17 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $41.8M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q2 2022 was Old Mission Capital, an estimated $5.04M sold.

Based on aggregated 13F filings for Q2 2022.