Global X S&P 500 Covered Call ETF
XYLD
176 hedge funds and large institutions have $752M invested in Global X S&P 500 Covered Call ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 21 closing their positions.
114% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 21
56% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 45
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
45% more call options, than puts
Call options by funds: $4.05M | Put options by funds: $2.79M
30% more capital invested
Capital invested by funds: $578M → $752M (+$174M)
15% more funds holding
Funds holding: 153 → 176 (+23)
3.37% more ownership
Funds ownership: 32.05% → 35.42% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAM
Nissay Asset Management
Tokyo,
Japan
|
+$37.2M |
| 2 |
HW
Hamilton Wealth
Encino,
California
|
+$17M |
| 3 |
Morgan Stanley
New York
|
+$15M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.91M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCP
Blue Chip Partners
Farmington Hills,
Michigan
|
-$6.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.96M |
| 3 |
GG
Gofen & Glossberg
Chicago,
Illinois
|
-$2.48M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.02M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2M |
XYLD Hedge Fund Activity: Q4 2022 in Review
176 of the 6,237 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 $752M — up 30% from $578M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new XYLD positions and 21 closed out — a net gain of 24 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.
- 176 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2022, up from 153 in Q3 2022.
- Funds reported $752M of Global X S&P 500 Covered Call ETF stock for Q4 2022, up 30% quarter-over-quarter.
- 45 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2022 and 21 closed out, a net change of +24 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.