XYLD icon

Global X S&P 500 Covered Call ETF
XYLD

Overview Fund Activity

71 hedge funds and large institutions have $187M invested in Global X S&P 500 Covered Call ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
41
Reduced
5
Closed
6
Calls
$272K
Puts
$3K
Net Calls
+$269K
Net Calls Change
+$220K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.6M
2
UBS Group
2
UBS Group
Switzerland
$13.9M
3
Bank of America
3
Bank of America
North Carolina
$7.33M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.86M
5
Ameriprise
5
Ameriprise
Minnesota
$5.13M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
CCG
2
Capital CS Group
California
$0
3
CAG
3
Csenge Advisory Group
Florida
$0
4
CAAS
4
Capital Asset Advisory Services
Michigan
$784K
5
William Blair & Company
5
William Blair & Company
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.6M 918,841 +343,793 +60%
LPL Financial
2
LPL Financial
California
$17.9M 368,572 +65,790 +22%
UBS Group
3
UBS Group
Switzerland
$13.9M 286,397 +158,934 +125%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.4M 275,219 +16,181 +6%
BCM
5
Brookstone Capital Management
Illinois
$9.32M 188,690 +67,021 +55%
Bank of America
6
Bank of America
North Carolina
$7.33M 150,988 +127,447 +541%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.86M 141,433 +73,588 +108%
CRWM
8
Castle Rock Wealth Management
California
$5.78M 114,276 +6,319 +6%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$5.54M 114,210 +65,200 +133%
IHWM
10
Iron Horse Wealth Management
Iowa
$5.15M 106,142 +9,434 +10%
Ameriprise
11
Ameriprise
Minnesota
$5.13M 105,714 +70,791 +203%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.12M 105,419 +16,310 +18%
Stifel Financial
13
Stifel Financial
Missouri
$4.5M 92,768 +11,420 +14%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.81M 78,483 +6,122 +8%
RJA
15
Raymond James & Associates
Florida
$3.24M 66,654 +32,481 +95%
GG
16
Gofen & Glossberg
Illinois
$3.18M 65,543 +11,394 +21%
ML
17
McAdam LLC
Pennsylvania
$2.76M 56,779 -661 -1%
OMC
18
Old Mission Capital
Illinois
$2.48M 51,072 +20,671 +68%
IA
19
IFP Advisors
Florida
$2.35M 48,393 +2,010 +4%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.28M 46,897 +13,447 +40%
ACM
21
Ashford Capital Management
Delaware
$2.25M 46,421 +41,153 +781%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.97M 40,632 +8,480 +26%
Renaissance Technologies
23
Renaissance Technologies
New York
$1.77M 36,539 +36,539 New
CW
24
CreativeOne Wealth
Kansas
$1.61M 33,113 +10,870 +49%
BWA
25
Beam Wealth Advisors
Louisiana
$1.43M 29,558 +3,127 +12%
1
2 3 4