Global X S&P 500 Covered Call ETF
XYLD
13 hedge funds and large institutions have $8.26M invested in Global X S&P 500 Covered Call ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
64% more capital invested
Capital invested by funds: $5.03M → $8.26M (+$3.23M)
63% more funds holding
Funds holding: 8 → 13 (+5)
9.31% more ownership
Funds ownership: 18.09% → 27.41% (+9.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$2.2M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$591K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$534K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$320K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$635K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Mirae Asset Global Investments
Seoul,
South Korea
| $4.67M | +$2.2M | +47,400 | +88% |
|
|
U
2
UBS
Zurich,
Switzerland
| $1.26M | +$591K | +12,721 | +88% |
|
|
VKH
3
Virtu KCG Holdings
New York
| $764K | +$202K | +4,355 | +36% |
|
|
PAG
4
Private Advisor Group
Morristown,
New Jersey
| $532K | +$534K | +11,500 | New |
|
|
5
LPL Financial
San Diego,
California
| $479K | -$635K | -13,678 | -57% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $318K | +$320K | +6,887 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $154K | – | – | – |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $22K | – | – | – |
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| $20K | +$12.9K | +277 | +191% |
|
|
WEC
10
Winslow Evans & Crocker
Boston,
Massachusetts
| $19.4K | – | – | – |
|
11
Morgan Stanley
New York
| $6K | +$6.13K | +132 | New |
|
12
Ameriprise
Minneapolis,
Minnesota
| $5K | +$4.64K | +100 | New |
|
|
BCI
13
Brinker Capital Investments
Berwyn,
Pennsylvania
| $4K | +$3.71K | +80 | New |
|
XYLD Hedge Fund Activity: Q3 2014 in Review
13 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q3 2014, worth a combined $8.26M — up 64% from $5.03M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XYLD positions and 0 closed out — a net gain of 5 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Mirae Asset Global Investments, adding an estimated $2.2M. The largest seller was LPL Financial, cutting an estimated $635K.
- 13 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q3 2014, up from 8 in Q2 2014.
- Funds reported $8.26M of Global X S&P 500 Covered Call ETF stock for Q3 2014, up 64% quarter-over-quarter.
- 5 funds opened new Global X S&P 500 Covered Call ETF positions in Q3 2014 and 0 closed out, a net change of +5 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q3 2014 was Mirae Asset Global Investments, an estimated $2.2M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q3 2014 was LPL Financial, an estimated $635K sold.
Based on aggregated 13F filings for Q3 2014.