Global X S&P 500 Covered Call ETF
XYLD
41 hedge funds and large institutions have $54.2M invested in Global X S&P 500 Covered Call ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 6
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
41% more capital invested
Capital invested by funds: $38.5M → $54.2M (+$15.7M)
17% more funds holding
Funds holding: 35 → 41 (+6)
6.97% more ownership
Funds ownership: 37.57% → 44.55% (+7%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $27K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$4.01M |
| 2 |
Morgan Stanley
New York
|
+$2.63M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.99M |
| 4 |
AWS
AJ Wealth Strategies
New York
|
+$1.61M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$702K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$330K |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$284K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$233K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$223K |
XYLD Hedge Fund Activity: Q3 2019 in Review
41 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q3 2019, worth a combined $54.2M — up 41% from $38.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XYLD positions and 4 closed out — a net gain of 6 holders — while 18 added to existing stakes and 6 trimmed.
The largest buyer was McAdam LLC, opening a new position worth an estimated $4.01M. The largest seller was Citadel Advisors, exiting entirely with an estimated $702K sold.
- 41 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q3 2019, up from 35 in Q2 2019.
- Funds reported $54.2M of Global X S&P 500 Covered Call ETF stock for Q3 2019, up 41% quarter-over-quarter.
- 10 funds opened new Global X S&P 500 Covered Call ETF positions in Q3 2019 and 4 closed out, a net change of +6 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q3 2019 was McAdam LLC, an estimated $4.01M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q3 2019 was Citadel Advisors, an estimated $702K sold.
Based on aggregated 13F filings for Q3 2019.