XYLD icon

Global X S&P 500 Covered Call ETF
XYLD

Overview Fund Activity

224 hedge funds and large institutions have $1.23B 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, 86 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+23
Holders Change %
+11.44%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
38
Increased
86
Reduced
70
Closed
11
Calls
$809K
Puts
$1.89M
Net Calls
-$1.08M
Net Calls Change
-$311K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$294M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.5M
3
OMC
Old Mission Capital
Illinois
$7.99M
4
IWM
IHT Wealth Management
Illinois
$12.3M
5
CF
Centaurus Financial
California
$28.4M

Top Sellers

1
PPW
Pasadena Private Wealth
California
$1.26M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$39.5M
3
Wells Fargo
Wells Fargo
California
$17.5M
4
CI
Cavalier Investments
Georgia
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
176
Great Valley Advisor Group
Delaware
$216K -$135K -3,420 -38%
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$207K -$7.56K -192 -4%
SWM
178
Stockman Wealth Management
Montana
$207K +$3.43K +87 +2%
SS
179
Sunbelt Securities
Texas
$201K – – –
MIA
180
MeadowBrook Investment Advisors
Michigan
$193K +$193K +4,881 New
T
181
Tidemark
California
$166K +$166K +4,198 New
PG
182
Proffitt & Goodson
Tennessee
$159K – – –
FWP
183
FAS Wealth Partners
Kansas
$155K +$2.64K +67 +2%
PCA
184
Providence Capital Advisors
North Carolina
$143K +$118K +3,000 +476%
Simplex Trading
185
Simplex Trading
Illinois
$139K +$139K +3,534 New
SWM
186
Spire Wealth Management
Virginia
$128K +$16K +400 +14%
TRCT
187
Tower Research Capital (TRC)
New York
$127K +$125K +3,166 +5,974%
GAMC
188
Garner Asset Management Corp
Texas
$100K +$100K +2,500 New
CWA
189
Core Wealth Advisors
Florida
$99K +$27.8K +705 +39%
CWC
190
Carolinas Wealth Consulting
North Carolina
$88.3K – – –
AA
191
AlphaMark Advisors
Kentucky
$79K – – –
CIA
192
Cape Investment Advisory
Georgia
$79K +$71.1K +1,802 +901%
SPIA
193
Steward Partners Investment Advisory
New York
$78.1K – – –
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$72K -$12.8K -325 -15%
GRP
195
Global Retirement Partners
California
$70K +$1.67K +42 +2%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$63.8K -$394 -10 -0.6%
FCA
197
FinTrust Capital Advisors
South Carolina
$57.2K – – –
CIAS
198
Capital Investment Advisory Services
North Carolina
$55K – – –
NS
199
NBC Securities
Alabama
$55K +$429 +11 +0.8%
MWM
200
MGB Wealth Management
Texas
$47.3K +$47.3K +1,200 New
6 7
8
9 10