Global X S&P 500 Covered Call ETF
XYLD
8 hedge funds and large institutions have $8.71M invested in Global X S&P 500 Covered Call ETF in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more funds holding
Funds holding: 6 → 8 (+2)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
10% less capital invested
Capital invested by funds: $9.69M → $8.71M (-$982K)
18.87% less ownership
Funds ownership: 51.62% → 32.75% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.07M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$259K |
| 3 |
LPL Financial
San Diego,
California
|
+$251K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$84.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$3.03M |
| 2 |
NFG
Nadler Financial Group
Deerfield,
Illinois
|
-$207K |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$4.33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Mirae Asset Global Investments
Seoul,
South Korea
| $3.28M | -$4.33K | -100 | -0.1% |
|
|
2
Citigroup
New York
| $3.09M | -$3.03M | -70,000 | -50% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.09M | +$1.07M | +24,680 | New |
|
|
4
LPL Financial
San Diego,
California
| $818K | +$251K | +5,807 | +46% |
|
|
VKH
5
Virtu KCG Holdings
New York
| $265K | +$259K | +5,993 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $140K | +$84.4K | +1,950 | +159% |
|
|
WEC
7
Winslow Evans & Crocker
Boston,
Massachusetts
| $22K | +$21.6K | +500 | New |
|
8
Ameriprise
Minneapolis,
Minnesota
| $4K | – | – | – |
|
|
NFG
9
Nadler Financial Group
Deerfield,
Illinois
| – | -$207K | -5,000 | Closed |
|
XYLD Hedge Fund Activity: Q4 2013 in Review
8 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q4 2013, worth a combined $8.71M — down 10% from $9.69M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XYLD positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.07M. The largest seller was Citigroup, cutting an estimated $3.03M.
- 8 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2013, up from 6 in Q3 2013.
- Funds reported $8.71M of Global X S&P 500 Covered Call ETF stock for Q4 2013, down 10% quarter-over-quarter.
- 3 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2013 and 1 closed out, a net change of +2 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q4 2013 was Susquehanna International Group, an estimated $1.07M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q4 2013 was Citigroup, an estimated $3.03M sold.
Based on aggregated 13F filings for Q4 2013.