Global X S&P 500 Covered Call ETF
XYLD
153 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 27 funds opening new positions, 74 increasing their positions, 38 reducing their positions, and 21 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 38
29% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 21
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
4% more funds holding
Funds holding: 147 → 153 (+6)
2% less capital invested
Capital invested by funds: $591M → $578M (-$13.1M)
3.49% less ownership
Funds ownership: 35.54% → 32.05% (-3.5%)
31% less call options, than puts
Call options by funds: $1.88M | Put options by funds: $2.74M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.3M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$8.68M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.52M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$3.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IHWM
Iron Horse Wealth Management
Johston,
Iowa
|
-$4.45M |
| 2 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$3.63M |
| 3 |
Jane Street
New York
|
-$3.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.16M |
| 5 |
TLP
Trinity Legacy Partners
Houston,
Texas
|
-$1.64M |
XYLD Hedge Fund Activity: Q3 2022 in Review
153 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q3 2022, worth a combined $578M — down 2.2% from $591M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new XYLD positions and 21 closed out — a net gain of 6 holders — while 74 added to existing stakes and 38 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19.5M. The largest seller was Iron Horse Wealth Management, cutting an estimated $4.45M.
- 153 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q3 2022, up from 147 in Q2 2022.
- Funds reported $578M of Global X S&P 500 Covered Call ETF stock for Q3 2022, down 2.2% quarter-over-quarter.
- 27 funds opened new Global X S&P 500 Covered Call ETF positions in Q3 2022 and 21 closed out, a net change of +6 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q3 2022 was Morgan Stanley, an estimated $19.5M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q3 2022 was Iron Horse Wealth Management, an estimated $4.45M sold.
Based on aggregated 13F filings for Q3 2022.