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Global X S&P 500 Covered Call ETF

255 hedge funds and large institutions have $1.22B invested in Global X S&P 500 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 106 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 18

136% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $813K

56% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 68

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more funds holding

Funds holding: 225255 (+30)

10% more capital invested

Capital invested by funds: $1.1B → $1.22B (+$114M)

2.76% more ownership

Funds ownership: 38.32%41.09% (+2.8%)

Holders
255
Holders Change
+30
Holders Change %
+13.33%
% of All Funds
3.36%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
51
Increased
106
Reduced
68
Closed
18
Calls
$1.92M
Puts
$813K
Net Calls
+$1.1M
Net Calls Change
+$499K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
126
Arete Wealth Advisors
Illinois
$586K +$3.57K +85 +0.6%
AAS
127
Annex Advisory Services
Wisconsin
$572K +$152K +3,616 +36%
CPL
128
CAP Partners LLC
Tennessee
$570K -$33.7K -804 -6%
BRWA
129
B. Riley Wealth Advisors
Florida
$553K -$16.1K -383 -3%
MFIM
130
Mesirow Financial Investment Management
Illinois
$540K +$7.05K +168 +1%
ACA
131
Aptus Capital Advisors
Alabama
$539K -$20.8K -496 -4%
FPAS
132
Focus Partners Advisor Solutions
Missouri
$523K +$524K +12,490 New
GSWM
133
Golden State Wealth Management
California
$520K +$521K +12,419 New
NA
134
Note Advisors
New York
$499K +$500K +11,916 New
SCA
135
Snowden Capital Advisors
New York
$492K +$20.9K +499 +5%
HWM
136
Howard Wealth Management
Connecticut
$489K +$32.8K +781 +7%
Corient Private Wealth
137
Corient Private Wealth
Florida
$486K -$1.26K -30 -0.3%
HA
138
Herold Advisors
New York
$486K
SA
139
Sanctuary Advisors
Indiana
$483K -$271K -6,461 -36%
SPIA
140
Steward Partners Investment Advisory
New York
$477K +$251K +5,975 +111%
ACM
141
Ashford Capital Management
Delaware
$461K -$210K -5,000 -31%
MF
142
Manchester Financial
California
$456K -$4.07K -97 -0.9%
Truist Financial
143
Truist Financial
North Carolina
$454K -$188K -4,483 -29%
TI
144
TrueMark Investments
Illinois
$450K +$225K +5,361 +100%
PAS
145
PKS Advisory Services
New York
$444K +$444K +10,591 New
CPIG
146
Chicago Partners Investment Group
Illinois
$441K +$438K +10,452 New
SPC
147
Sigma Planning Corp
Michigan
$415K -$1.93M -46,008 -82%
LA
148
Lifeworks Advisors
Michigan
$403K
SCA
149
Stonebridge Capital Advisors
Minnesota
$393K +$394K +9,383 New
YIH
150
Y-Intercept (HK)
Hong Kong
$391K +$391K +9,320 New

XYLD Hedge Fund Activity: Q4 2024 in Review

255 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q4 2024, worth a combined $1.22B — up 10% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XYLD positions and 18 closed out — a net gain of 33 holders — while 106 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.1M. The largest seller was Old Mission Capital, exiting entirely with an estimated $4.46M sold.

  • 255 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2024, up from 225 in Q3 2024.
  • Funds reported $1.22B of Global X S&P 500 Covered Call ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 51 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2024 and 18 closed out, a net change of +33 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q4 2024 was Morgan Stanley, an estimated $15.1M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q4 2024 was Old Mission Capital, an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2024.