XYLD icon

Global X S&P 500 Covered Call ETF

152 hedge funds and large institutions have $578M invested in Global X S&P 500 Covered Call ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
74
Reduced
38
Closed
21
Calls
$1.88M
Puts
$2.74M
Net Calls
-$860K
Net Calls Change
-$785K
Name Holding Trade Value Shares
Change
Shares
Change %
AA
126
AlphaMark Advisors
Kentucky
$77K
HS
127
Horan Securities
United States
$68K +$68K +1,774 New
CT
128
Cambridge Trust
Massachusetts
$67K
CIAS
129
Capital Investment Advisory Services
North Carolina
$63K -$1.76K -46 -3%
NFSG
130
Newbridge Financial Services Group
Florida
$59K +$48.4K +1,271 +457%
ACA
131
Aptus Capital Advisors
Alabama
$52K
GRP
132
Global Retirement Partners
California
$47K +$47K +1,166 New
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$45K +$45K +1,183 New
CWA
134
Clearview Wealth Advisors
Oregon
$42K
TRCT
135
Tower Research Capital (TRC)
New York
$41K +$41K +1,071 New
CWC
136
Carolinas Wealth Consulting
North Carolina
$37K
US Bancorp
137
US Bancorp
Minnesota
$32K -$1.36K -36 -4%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$27K -$3.45K -89 -11%
CSPAM
139
Cary Street Partners Asset Management
Virginia
$27K +$27K +709 New
JPMorgan Chase & Co
140
JPMorgan Chase & Co
New York
$26K +$8.34K +223 +47%
NC
141
NewSquare Capital
Pennsylvania
$21K
SPIA
142
Steward Partners Investment Advisory
New York
$19K
EWM
143
EPG Wealth Management
Georgia
$18K +$18K +460 New
HNB
144
Huntington National Bank
Ohio
$16K -$18K
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$15K +$15K +397 New
BFEC
146
Benjamin F. Edwards & Company
Missouri
$11K +$8.29K +208 +306%
BCMLT
147
Beacon Capital Management LLC (Tennessee)
Tennessee
$9K
BFO
148
Biltmore Family Office
North Carolina
$6K -$4K -100 -40%
SWM
149
Sugarloaf Wealth Management
Georgia
$5K +$189 +4 +4%
PO
150
Private Ocean
California
$4K +$4K +105 New