Global X S&P 500 Covered Call ETF
XYLD
12 hedge funds and large institutions have $4.28M invested in Global X S&P 500 Covered Call ETF in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
56% more capital invested
Capital invested by funds: $2.74M → $4.28M (+$1.54M)
9% more funds holding
Funds holding: 11 → 12 (+1)
2.36% more ownership
Funds ownership: 4.47% → 6.83% (+2.4%)
Top Buyers
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$22.5K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$20K |
| 3 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
-$19.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJFSA
1
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $1.28M | +$21.5K | +480 | +2% |
|
2
UBS Group
Zurich,
Switzerland
| $1.04M | +$235K | +5,257 | +29% |
|
3
Mirae Asset Global Investments
Seoul,
South Korea
| $652K | +$653K | +14,597 | New |
|
|
PAG
4
Private Advisor Group
Morristown,
New Jersey
| $480K | +$483K | +10,798 | New |
|
|
5
LPL Financial
San Diego,
California
| $204K | -$22.5K | -503 | -10% |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $169K | +$7.65K | +171 | +5% |
|
|
WEC
7
Winslow Evans & Crocker
Boston,
Massachusetts
| $167K | -$19.7K | -440 | -11% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $126K | +$10.1K | +225 | +9% |
|
|
BCI
9
Brinker Capital Investments
Berwyn,
Pennsylvania
| $122K | +$121K | +2,711 | +16,944% |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $26K | +$45 | +1 | +0.2% |
|
|
MFS
11
MSI Financial Services
Springfield,
Massachusetts
| $15K | +$9.85K | +220 | +175% |
|
|
LTFS
12
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$20K | -465 | Closed |
|
XYLD Hedge Fund Activity: Q3 2016 in Review
12 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q3 2016, worth a combined $4.28M — up 56% from $2.74M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XYLD positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 2 trimmed.
The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $653K. The largest seller was LPL Financial, cutting an estimated $22.5K.
- 12 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q3 2016, up from 11 in Q2 2016.
- Funds reported $4.28M of Global X S&P 500 Covered Call ETF stock for Q3 2016, up 56% quarter-over-quarter.
- 2 funds opened new Global X S&P 500 Covered Call ETF positions in Q3 2016 and 1 closed out, a net change of +1 holder.
- The largest Global X S&P 500 Covered Call ETF buyer in Q3 2016 was Mirae Asset Global Investments, an estimated $653K added.
- The largest Global X S&P 500 Covered Call ETF seller in Q3 2016 was LPL Financial, an estimated $22.5K sold.
Based on aggregated 13F filings for Q3 2016.