Global X S&P 500 Covered Call ETF
XYLD
199 hedge funds and large institutions have $1.09B 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, 90 increasing their positions, 56 reducing their positions, and 18 closing their positions.
116% more call options, than puts
Call options by funds: $1.28M | Put options by funds: $590K
83% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 18
61% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 56
23% more capital invested
Capital invested by funds: $880M → $1.09B (+$207M)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
8% more funds holding
Funds holding: 184 → 199 (+15)
2.41% more ownership
Funds ownership: 35.32% → 37.73% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAM
Nissay Asset Management
Tokyo,
Japan
|
+$146M |
| 2 |
LPL Financial
San Diego,
California
|
+$15M |
| 3 |
Goldman Sachs
New York
|
+$13.4M |
| 4 |
CIA
Caerus Investment Advisors
West Lake Hills,
Texas
|
+$11.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCPC
Hamilton Capital Partners (Canada)
Toronto,
|
-$19.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.66M |
| 3 |
Morgan Stanley
New York
|
-$6.96M |
| 4 |
IHWM
Iron Horse Wealth Management
Johston,
Iowa
|
-$6.58M |
| 5 |
T
TRUADVICE
Sarasota,
Florida
|
-$4.35M |
XYLD Hedge Fund Activity: Q2 2023 in Review
199 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q2 2023, worth a combined $1.09B — up 23% from $880M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new XYLD positions and 18 closed out — a net gain of 15 holders — while 90 added to existing stakes and 56 trimmed.
The largest buyer was Nissay Asset Management, adding an estimated $146M. The largest seller was Hamilton Capital Partners (Canada), cutting an estimated $19.3M.
- 199 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q2 2023, up from 184 in Q1 2023.
- Funds reported $1.09B of Global X S&P 500 Covered Call ETF stock for Q2 2023, up 23% quarter-over-quarter.
- 33 funds opened new Global X S&P 500 Covered Call ETF positions in Q2 2023 and 18 closed out, a net change of +15 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q2 2023 was Nissay Asset Management, an estimated $146M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q2 2023 was Hamilton Capital Partners (Canada), an estimated $19.3M sold.
Based on aggregated 13F filings for Q2 2023.