XYLD icon

Global X S&P 500 Covered Call ETF

195 hedge funds and large institutions have $1.04B invested in Global X S&P 500 Covered Call ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
195
Holders Change
+15
Holders Change %
+8.33%
% of All Funds
3.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
88
Reduced
55
Closed
18
Calls
$1.28M
Puts
$590K
Net Calls
+$687K
Net Calls Change
-$281K
Name Market Value Shares Shares
Change
Shares
Change %
NAM
1
Nissay Asset Management
Japan
$185M 4,516,919 +3,581,083 +383%
Morgan Stanley
2
Morgan Stanley
New York
$154M 3,754,526 -170,951 -4%
LPL Financial
3
LPL Financial
California
$87.9M 2,141,481 +368,488 +21%
Bank of America
4
Bank of America
North Carolina
$61M 1,486,201 -188,266 -11%
UBS Group
5
UBS Group
Switzerland
$53.3M 1,297,449 +119,776 +10%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$47.5M 1,156,052 -8,465 -0.7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$30.1M 732,941 +118,562 +19%
BCM
8
Brookstone Capital Management
Illinois
$29.2M 713,931 +58,397 +9%
PPW
9
Pasadena Private Wealth
California
$28.4M 690,900 +12,427 +2%
Wells Fargo
10
Wells Fargo
California
$23.1M 562,851 +146,683 +35%
Ameriprise
11
Ameriprise
Minnesota
$21.7M 527,025 -95,215 -15%
CF
12
Centaurus Financial
California
$21.6M 525,819 +89,622 +21%
Osaic Holdings
13
Osaic Holdings
Arizona
$20.2M 491,940 +84,481 +21%
HW
14
Hamilton Wealth
California
$19.1M 464,731 -29,074 -6%
Goldman Sachs
15
Goldman Sachs
New York
$13.5M 329,504 +329,504 New
OSNBOA
16
Old Second National Bank of Aurora
Illinois
$13.2M 321,729 +88,042 +38%
CIA
17
Caerus Investment Advisors
Texas
$11.5M 280,333 +280,333 New
CI
18
Cavalier Investments
Georgia
$10.3M 250,178 -12,541 -5%
BCP
19
Blue Chip Partners
Michigan
$9.7M 236,218 +891 +0.4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$7.45M 181,393 +20,699 +13%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$6.6M 160,838 +27,120 +20%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$5.99M 146,002 +46,992 +47%
AWM
23
AE Wealth Management
Kansas
$5.99M 145,810 +34,400 +31%
Stifel Financial
24
Stifel Financial
Missouri
$5.73M 139,705 -36,118 -21%
RJA
25
Raymond James & Associates
Florida
$5.69M 138,690 +18,002 +15%