XYLD icon

Global X S&P 500 Covered Call ETF

152 hedge funds and large institutions have $578M invested in Global X S&P 500 Covered Call ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 38 reducing their positions, and 21 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
74
Reduced
38
Closed
21
Calls
$1.88M
Puts
$2.74M
Net Calls
-$860K
Net Calls Change
-$785K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$134M 3,516,489 +461,079 +15%
Bank of America
2
Bank of America
North Carolina
$52.8M 1,384,660 -34,660 -2%
LPL Financial
3
LPL Financial
California
$47M 1,232,316 +242,857 +25%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$42.6M 1,118,718 +3,295 +0.3%
UBS Group
5
UBS Group
Switzerland
$35.5M 931,067 -33,951 -4%
BCM
6
Brookstone Capital Management
Illinois
$20.5M 536,444 +21,457 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$20.1M 528,416 +6,343 +1%
BCP
8
Blue Chip Partners
Michigan
$16.6M 436,129 +53,616 +14%
Ameriprise
9
Ameriprise
Minnesota
$14.5M 378,229 -51,077 -12%
CF
10
Centaurus Financial
California
$12.3M 321,930 +205,033 +175%
T
11
TRUADVICE
Florida
$12M 301,349 -12,357 -4%
CI
12
Cavalier Investments
Georgia
$9.75M 255,832 +62,301 +32%
OSNBOA
13
Old Second National Bank of Aurora
Illinois
$9.7M 254,497 +2,539 +1%
Wells Fargo
14
Wells Fargo
California
$8.53M 223,690 +201,326 +900%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.7M 201,996 +10,144 +5%
PAG
16
Private Advisor Group
New Jersey
$6.44M 169,000 +1,082 +0.6%
RJA
17
Raymond James & Associates
Florida
$6.36M 166,790 +22,843 +16%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$6.05M 158,710 +67,000 +73%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.64M 148,009 +11,413 +8%
Stifel Financial
20
Stifel Financial
Missouri
$5.56M 145,986 +17,517 +14%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$4.67M 122,527 +90,483 +282%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.04M 106,101 -19,687 -16%
AAS
23
Ameritas Advisory Services
Nebraska
$3.89M 102,061 +15,220 +18%
IA
24
IFP Advisors
Florida
$3.48M 81,449 +2,777 +4%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.4M 89,071 -13,827 -13%