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Global X S&P 500 Covered Call ETF

174 hedge funds and large institutions have $1.39B invested in Global X S&P 500 Covered Call ETF in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more capital invested

Capital invested by funds: $578M → $1.39B (+$809M)

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

45% more call options, than puts

Call options by funds: $4.05M | Put options by funds: $2.79M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

14% more funds holding

Funds holding: 153174 (+21)

1.36% more ownership

Funds ownership: 32.05%33.4% (+1.4%)

Holders
174
Holders Change
+21
Holders Change %
+13.73%
% of All Funds
2.8%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
43
Increased
70
Reduced
45
Closed
21
Calls
$4.05M
Puts
$2.79M
Net Calls
+$1.26M
Net Calls Change
+$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$678M +$91K +2,288 +15%
Morgan Stanley
2
Morgan Stanley
New York
$153M +$15M +377,564 +11%
Bank of America
3
Bank of America
North Carolina
$58.9M +$4.48M +112,665 +8%
LPL Financial
4
LPL Financial
California
$55.4M +$6.91M +173,686 +14%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$41.1M -$2.96M -74,403 -7%
NAM
6
Nissay Asset Management
Japan
$36.8M +$37.2M +935,836 New
UBS Group
7
UBS Group
Switzerland
$36.3M -$321K -8,060 -0.9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$23.9M +$3.13M +78,656 +15%
BCM
9
Brookstone Capital Management
Illinois
$23.7M +$2.33M +58,455 +11%
Ameriprise
10
Ameriprise
Minnesota
$19.7M +$4.8M +120,582 +32%
HW
11
Hamilton Wealth
California
$17.4M +$17M +426,720 +2,926%
Wells Fargo
12
Wells Fargo
California
$15.4M +$6.63M +166,689 +75%
CF
13
Centaurus Financial
California
$14.1M +$1.43M +35,862 +11%
Osaic Holdings
14
Osaic Holdings
Arizona
$12.2M +$4.33M +108,728 +54%
BCP
15
Blue Chip Partners
Michigan
$11M -$6.2M -155,897 -36%
T
16
TRUADVICE
Florida
$11M -$1.14M -28,676 -10%
CI
17
Cavalier Investments
Georgia
$9.79M -$289K -7,266 -3%
OSNBOA
18
Old Second National Bank of Aurora
Illinois
$8.57M -$1.46M -36,706 -14%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$7.64M +$5.18M +130,237 +204%
IHWM
20
Iron Horse Wealth Management
Iowa
$6.96M +$4.42M +111,058 +169%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$6.25M
Jane Street
22
Jane Street
New York
$6.14M +$5.62M +141,387 +966%
Stifel Financial
23
Stifel Financial
Missouri
$5.6M -$153K -3,848 -3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$5.21M +$385K +9,688 +8%
RJA
25
Raymond James & Associates
Florida
$4.83M -$1.75M -43,989 -26%

XYLD Hedge Fund Activity: Q4 2022 in Review

174 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q4 2022, worth a combined $1.39B — up 140% from $578M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new XYLD positions and 21 closed out — a net gain of 22 holders — while 70 added to existing stakes and 45 trimmed.

The largest buyer was Nissay Asset Management, opening a new position worth an estimated $37.2M. The largest seller was Blue Chip Partners, cutting an estimated $6.2M.

  • 174 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2022, up from 153 in Q3 2022.
  • Funds reported $1.39B of Global X S&P 500 Covered Call ETF stock for Q4 2022, up 140% quarter-over-quarter.
  • 43 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2022 and 21 closed out, a net change of +22 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q4 2022 was Nissay Asset Management, an estimated $37.2M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q4 2022 was Blue Chip Partners, an estimated $6.2M sold.

Based on aggregated 13F filings for Q4 2022.