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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
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$295K +$82.1K +1,957 +38%
CPC
177
Consolidated Planning Corp
Georgia
$295K -$345K -8,232 -54%
TC
178
Trilogy Capital
California
$291K +$32.3K +769 +12%
CA
179
Clearstead Advisors
Ohio
$291K
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$271K +$18K +429 +7%
SWP
181
Semus Wealth Partners
Florida
$267K -$62.7K -1,495 -19%
MA
182
Mutual Advisors
Nebraska
$266K +$263K +6,265 New
PCA
183
Prosperity Capital Advisors
Ohio
$255K +$52.6K +1,255 +26%
SC
184
Scotia Capital
Ontario, Canada
$249K +$249K +5,945 New
KWM
185
Kingsview Wealth Management
Oregon
$243K -$263K -6,265 -52%
TWM
186
TriaGen Wealth Management
California
$236K
KIA
187
KCM Investment Advisors
California
$232K
PCS
188
Private Client Services
Kentucky
$231K +$1.47K +35 +0.6%
MPWS
189
McCarter Private Wealth Services
Massachusetts
$227K
QP
190
Quartz Partners
New York
$225K
GVAG
191
Great Valley Advisor Group
Delaware
$213K +$3.82K +91 +2%
WTC
192
WhitTier Trust Company
Nevada
$212K
WI
193
Westbourne Investments
Virginia
$211K +$211K +5,030 New
AFG
194
Atomi Financial Group
New York
$210K +$210K +5,016 New
EL
195
EQ LLC
Washington
$208K +$209K +4,972 New
FS
196
Ferguson Shapiro
Georgia
$202K +$202K +4,823 New
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$196K +$127K +3,021 +182%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$194K +$165K +3,945 +577%
T
199
Tidemark
California
$173K +$1.59K +38 +0.9%
IA
200
IFP Advisors
Florida
$171K +$15.6K +373 +10%

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.