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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
WIA
151
World Investment Advisors
California
$387K +$881 +21 +0.2%
GM
152
GeoWealth Management
Illinois
$387K -$63.2K -1,506 -14%
SL
153
Salomon & Ludwin
Virginia
$386K
BMWS
154
Brady Martz Wealth Solutions
North Dakota
$384K +$384K +9,160 New
FHA
155
Flagship Harbor Advisors
Massachusetts
$379K -$1.47K -35 -0.4%
JP Morgan Chase
156
JP Morgan Chase
New York
$369K -$182K -4,343 -33%
KPWS
157
Kestra Private Wealth Services
Texas
$368K +$29.5K +703 +9%
AIA
158
Armor Investment Advisors
North Carolina
$368K -$25.3K -603 -6%
APW
159
Atlantic Private Wealth
North Carolina
$350K
NRI
160
NFP Retirement Inc
California
$350K -$60.7K -1,447 -15%
MW
161
Maia Wealth
Colorado
$345K +$343K +8,180 New
PA
162
PSI Advisors
Florida
$343K -$20.9K -498 -6%
S4W
163
Solutions 4 Wealth
Texas
$340K +$30K +715 +10%
DA
164
Detalus Advisors
Missouri
$334K +$29.4K +700 +10%
FCBT
165
First Citizens Bank & Trust
North Carolina
$333K +$130K +3,088 +63%
FHC
166
First Heartland Consultants
Missouri
$331K +$73.1K +1,742 +28%
AAP
167
Arax Advisory Partners
Colorado
$319K +$9.86K +235 +3%
AIM
168
Advyzon Investment Management
Illinois
$316K +$317K +7,550 New
SFP
169
Sandbox Financial Partners
Maryland
$315K -$4.53K -108 -1%
WCG
170
Weaver Consulting Group
California
$304K
Millennium Management
171
Millennium Management
New York
$303K +$304K +7,235 New
OC
172
Oppenheimer & Co
New York
$301K +$302K +7,187 New
Cerity Partners
173
Cerity Partners
New York
$299K +$299K +7,131 New
FFA
174
First Foundation Advisors
California
$296K
MAM
175
Milestone Asset Management
Pennsylvania
$295K -$80.2K -1,912 -21%

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.