Global X S&P 500 Covered Call ETF
XYLD
26 hedge funds and large institutions have $8.6M invested in Global X S&P 500 Covered Call ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
24% more funds holding
Funds holding: 21 → 26 (+5)
0.1% less ownership
Funds ownership: 12.84% → 12.73% (-0.1%)
5% less capital invested
Capital invested by funds: $9.04M → $8.6M (-$448K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$318K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$314K |
| 3 |
LPL Financial
San Diego,
California
|
+$292K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$240K |
| 5 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$712K |
| 2 |
Jane Street
New York
|
-$493K |
| 3 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$441K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$112K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$62.1K |
XYLD Hedge Fund Activity: Q1 2018 in Review
26 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q1 2018, worth a combined $8.6M — down 4.9% from $9.04M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XYLD positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Cetera Advisors, opening a new position worth an estimated $318K. The largest seller was Lincoln National Corp, cutting an estimated $712K.
- 26 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q1 2018, up from 21 in Q4 2017.
- Funds reported $8.6M of Global X S&P 500 Covered Call ETF stock for Q1 2018, down 4.9% quarter-over-quarter.
- 7 funds opened new Global X S&P 500 Covered Call ETF positions in Q1 2018 and 2 closed out, a net change of +5 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q1 2018 was Cetera Advisors, an estimated $318K added.
- The largest Global X S&P 500 Covered Call ETF seller in Q1 2018 was Lincoln National Corp, an estimated $712K sold.
Based on aggregated 13F filings for Q1 2018.