XYLD icon

Global X S&P 500 Covered Call ETF

173 hedge funds and large institutions have $1.39B invested in Global X S&P 500 Covered Call ETF in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+21
Holders Change %
+13.82%
% of All Funds
2.79%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
43
Increased
70
Reduced
44
Closed
21
Calls
$4.05M
Puts
$2.79M
Net Calls
+$1.26M
Net Calls Change
+$2.12M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
126
CFO4Life Group
Texas
$224K +$224K +5,677 New
WP
127
WealthSpring Partners
California
$215K
SWP
128
Semus Wealth Partners
Florida
$214K +$214K +5,444 New
CPIG
129
Chicago Partners Investment Group
Illinois
$212K +$212K +5,173 New
FCAM
130
First Citizens Asset Management
North Carolina
$204K +$204K +5,139 New
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$203K +$21.9K +556 +12%
APA
132
Astoria Portfolio Advisors
New York
$202K +$202K +4,962 New
PG
133
Proffitt & Goodson
Tennessee
$173K
JPMorgan Chase & Co
134
JPMorgan Chase & Co
New York
$165K +$138K +3,508 +505%
NFSG
135
Newbridge Financial Services Group
Florida
$146K +$84.8K +2,155 +139%
NA
136
NewEdge Advisors
Louisiana
$138K +$138K +7,909 New
DWP
137
Destiny Wealth Partners
Florida
$87.8K
AA
138
AlphaMark Advisors
Kentucky
$80K
AWM
139
Accurate Wealth Management
Florida
$77.3K +$77.3K +1,937 New
William Blair & Company
140
William Blair & Company
Illinois
$70.5K -$255K -6,464 -78%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$70K +$70K +1,779 New
CT
142
Cambridge Trust
Massachusetts
$70K
CIAS
143
Capital Investment Advisory Services
North Carolina
$64.1K -$669 -17 -1%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$59.8K -$104K -2,644 -64%
ACA
145
Aptus Capital Advisors
Alabama
$54.2K
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$48.5K -$447K -11,361 -90%
GRP
147
Global Retirement Partners
California
$45.9K
TPCW
148
TD Private Client Wealth
New York
$40.9K +$40.9K +1,040 New
CWC
149
Carolinas Wealth Consulting
North Carolina
$39K
US Bancorp
150
US Bancorp
Minnesota
$33.3K