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Global X S&P 500 Covered Call ETF

47 hedge funds and large institutions have $71.5M invested in Global X S&P 500 Covered Call ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

51% more capital invested

Capital invested by funds: $47.4M → $71.5M (+$24.1M)

4% more funds holding

Funds holding: 4547 (+2)

0.84% more ownership

Funds ownership: 38.54%39.37% (+0.84%)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
7
Closed
4
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$14.9M +$3.47M +73,642 +31%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.06M +$3.15M +67,028 +112%
Morgan Stanley
3
Morgan Stanley
New York
$5.63M +$2.29M +48,577 +70%
UBS Group
4
UBS Group
Switzerland
$5.59M +$593K +12,602 +12%
Stifel Financial
5
Stifel Financial
Missouri
$3.59M +$312K +6,630 +10%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.94M +$209K +4,439 +8%
ML
7
McAdam LLC
Pennsylvania
$2.81M -$60.4K -1,284 -2%
IHWM
8
Iron Horse Wealth Management
Iowa
$2.54M +$212K +4,512 +9%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.39M +$1.14M +24,305 +95%
IA
10
IFP Advisors
Florida
$1.87M +$178K +3,787 +11%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.85M +$601K +12,768 +49%
GG
12
Gofen & Glossberg
Illinois
$1.8M +$1.77M +37,550 New
BCM
13
Brookstone Capital Management
Illinois
$1.74M +$1.71M +36,280 New
CRWM
14
Castle Rock Wealth Management
California
$1.72M +$965K +20,499 +130%
OMC
15
Old Mission Capital
Illinois
$1.6M +$1.28M +27,134 +435%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.49M +$899K +19,098 +160%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.46M +$184K +3,904 +15%
Ameriprise
18
Ameriprise
Minnesota
$1.43M +$79.9K +1,698 +6%
BWA
19
Beam Wealth Advisors
Louisiana
$1.05M +$197K +4,182 +24%
Bank of America
20
Bank of America
North Carolina
$942K +$569K +12,099 +159%
FHA
21
Flagship Harbor Advisors
Massachusetts
$940K +$925K +19,658 New
CAAS
22
Capital Asset Advisory Services
Michigan
$877K +$819K +17,412 +1,897%
Mariner
23
Mariner
Kansas
$768K
BRWA
24
B. Riley Wealth Advisors
Florida
$724K +$712K +15,125 New
RJA
25
Raymond James & Associates
Florida
$711K +$333K +7,086 +91%

XYLD Hedge Fund Activity: Q1 2021 in Review

47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q1 2021, worth a combined $71.5M — up 51% from $47.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XYLD positions and 4 closed out — a net gain of 4 holders — while 23 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.47M. The largest seller was Wooster Corthell Wealth Management, exiting entirely with an estimated $236K sold.

  • 47 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q1 2021, up from 45 in Q4 2020.
  • Funds reported $71.5M of Global X S&P 500 Covered Call ETF stock for Q1 2021, up 51% quarter-over-quarter.
  • 8 funds opened new Global X S&P 500 Covered Call ETF positions in Q1 2021 and 4 closed out, a net change of +4 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q1 2021 was LPL Financial, an estimated $3.47M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q1 2021 was Wooster Corthell Wealth Management, an estimated $236K sold.

Based on aggregated 13F filings for Q1 2021.