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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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$168K +$23.5K +560 +16%
SS
202
Sunbelt Securities
Texas
$163K -$70.1K -1,672 -30%
MIA
203
MeadowBrook Investment Advisors
Michigan
$148K -$17.6K -420 -11%
PG
204
Proffitt & Goodson
Tennessee
$139K +$5.92K +141 +4%
RF
205
Robinswood Financial
Washington
$132K +$132K +3,149 New
AF
206
Allworth Financial
California
$109K -$2.6K -62 -2%
MCM
207
Mainstream Capital Management
California
$101K +$101K +2,400 New
AWM
208
AE Wealth Management
Kansas
$99.1K +$99.3K +2,366 New
CJ
209
Caitlin John
Michigan
$93.7K +$84 +2 +0.1%
TWC
210
TD Waterhouse Canada
Ontario, Canada
$90K +$29.4K +700 +48%
OP
211
ORG Partners
Indiana
$76.7K -$755 -18 -1%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$74.6K +$12.8K +305 +21%
US Bancorp
213
US Bancorp
Minnesota
$71.9K +$39.6K +945 +123%
BBHC
214
Brown Brothers Harriman & Co
New York
$71.1K +$71.1K +1,696 New
CIA
215
Cape Investment Advisory
Georgia
$69.7K +$61.4K +1,463 +732%
AA
216
AlphaMark Advisors
Kentucky
$66K -$12.4K -295 -16%
SAM
217
Smartleaf Asset Management
Massachusetts
$61.4K +$61.4K +1,463 New
MMCM
218
Murphy & Mullick Capital Management
New York
$58.6K +$57.1K +1,360 New
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$57.9K +$1.05K +25 +2%
Simplex Trading
220
Simplex Trading
Illinois
$56K +$56.8K +1,353 New
GRP
221
Global Retirement Partners
California
$45.5K +$2.94K +70 +7%
HFS
222
Horizon Financial Services
North Carolina
$41.9K
MCM
223
MAI Capital Management
Ohio
$37.6K +$37.6K +897 New
Citigroup
224
Citigroup
New York
$36.6K +$3.1K +74 +9%
SWM
225
Spire Wealth Management
Virginia
$35.6K +$18.8K +449 +112%

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.