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Global X S&P 500 Covered Call ETF

21 hedge funds and large institutions have $9.04M invested in Global X S&P 500 Covered Call ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

21% more capital invested

Capital invested by funds: $7.46M → $9.04M (+$1.58M)

17% more funds holding

Funds holding: 1821 (+3)

2.05% more ownership

Funds ownership: 10.79%12.84% (+2%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
1
Lincoln National Corp
Pennsylvania
$1.53M +$1.53M +30,356 New
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.47M +$1.82K +36 +0.1%
UBS Group
3
UBS Group
Switzerland
$877K -$450K -8,909 -34%
Jane Street
4
Jane Street
New York
$829K +$832K +16,471 New
AG
5
Advisor Group
Arizona
$554K -$29K -575 -5%
TC
6
Telemus Capital
Michigan
$536K
PAG
7
Private Advisory Group
Washington
$441K +$442K +8,765 New
WCWM
8
Wooster Corthell Wealth Management
Connecticut
$438K +$59.4K +1,176 +16%
AP
9
Advisors Preferred
Maryland
$405K +$43.5K +862 +12%
LPL Financial
10
LPL Financial
California
$400K -$10.7K -211 -3%
SWP
11
Stratos Wealth Partners
Ohio
$323K +$38.8K +768 +14%
PAG
12
Private Advisor Group
New Jersey
$262K -$374K -7,410 -59%
IA
13
IFP Advisors
Florida
$246K +$34.6K +685 +16%
SEI Investments
14
SEI Investments
Pennsylvania
$223K +$224K +4,434 New
US Bancorp
15
US Bancorp
Minnesota
$163K
WEC
16
Winslow Evans & Crocker
Massachusetts
$113K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$94K -$320K -6,332 -77%
CFA
18
Carroll Financial Associates
North Carolina
$71K -$14.6K -290 -17%
FAAS
19
First Allied Advisory Services
California
$57K +$57.5K +1,139 New
AF
20
Advisornet Financial
Minnesota
$21K +$21.5K +425 New
Citadel Advisors
21
Citadel Advisors
Florida
-$525K -10,627 Closed
BCI
22
Brinker Capital Investments
Pennsylvania
-$95K -1,930 Closed
Morgan Stanley
23
Morgan Stanley
New York
-$7K -150 Closed

XYLD Hedge Fund Activity: Q4 2017 in Review

21 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q4 2017, worth a combined $9.04M — up 21% from $7.46M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XYLD positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Lincoln National Corp, opening a new position worth an estimated $1.53M. The largest seller was Citadel Advisors, exiting entirely with an estimated $525K sold.

  • 21 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2017, up from 18 in Q3 2017.
  • Funds reported $9.04M of Global X S&P 500 Covered Call ETF stock for Q4 2017, up 21% quarter-over-quarter.
  • 6 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2017 and 3 closed out, a net change of +3 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q4 2017 was Lincoln National Corp, an estimated $1.53M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q4 2017 was Citadel Advisors, an estimated $525K sold.

Based on aggregated 13F filings for Q4 2017.