Global X S&P 500 Covered Call ETF
XYLD
226 hedge funds and large institutions have $1.24B invested in Global X S&P 500 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 11 closing their positions.
245% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 11
23% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 71
18% more capital invested
Capital invested by funds: $1.05B → $1.24B (+$186M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11% more funds holding
Funds holding: 203 → 226 (+23)
7.29% more ownership
Funds ownership: 36.88% → 44.17% (+7.3%)
57% less call options, than puts
Call options by funds: $809K | Put options by funds: $1.89M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$144M |
| 2 |
JP Morgan Chase
New York
|
+$14.3M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$5.38M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$4.79M |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$3.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$18.5M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$9.03M |
| 3 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
-$5.61M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$5.59M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.95M |
XYLD Hedge Fund Activity: Q4 2023 in Review
226 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q4 2023, worth a combined $1.24B — up 18% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new XYLD positions and 11 closed out — a net gain of 27 holders — while 87 added to existing stakes and 71 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $144M. The largest seller was Pasadena Private Wealth, cutting an estimated $18.5M.
- 226 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2023, up from 203 in Q3 2023.
- Funds reported $1.24B of Global X S&P 500 Covered Call ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 38 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2023 and 11 closed out, a net change of +27 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q4 2023 was Morgan Stanley, an estimated $144M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q4 2023 was Pasadena Private Wealth, an estimated $18.5M sold.
Based on aggregated 13F filings for Q4 2023.