Global X S&P 500 Covered Call ETF
XYLD
206 hedge funds and large institutions have $1.1B invested in Global X S&P 500 Covered Call ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 104 increasing their positions, 52 reducing their positions, and 20 closing their positions.
111% more capital inflows, than outflows
Capital inflows: $130M | Capital outflows: $61.6M
100% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 52
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
4% more funds holding
Funds holding: 199 → 206 (+7)
0.64% more ownership
Funds ownership: 37.73% → 38.37% (+0.64%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
51% less call options, than puts
Call options by funds: $740K | Put options by funds: $1.51M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$14M |
| 2 |
One Capital Management
Westlake Village,
California
|
+$9.23M |
| 3 |
LPL Financial
San Diego,
California
|
+$9.08M |
| 4 |
Richard P. Slaughter Associates
Austin,
Texas
|
+$8.24M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$13.5M |
| 2 |
Blue Chip Partners
Farmington Hills,
Michigan
|
-$8.66M |
| 3 |
Pasadena Private Wealth
Pasadena,
California
|
-$7.49M |
| 4 |
Hamilton Wealth
Encino,
California
|
-$5.25M |
| 5 |
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$4.95M |
XYLD Hedge Fund Activity: Q3 2023 in Review
206 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q3 2023, worth a combined $1.1B — up 0.82% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new XYLD positions and 20 closed out — a net gain of 7 holders — while 104 added to existing stakes and 52 trimmed.
The largest buyer was Bank of America, adding an estimated $14M. The largest seller was Goldman Sachs, exiting entirely with an estimated $13.5M sold.
- 206 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q3 2023, up from 199 in Q2 2023.
- Funds reported $1.1B of Global X S&P 500 Covered Call ETF stock for Q3 2023, up 0.82% quarter-over-quarter.
- 27 funds opened new Global X S&P 500 Covered Call ETF positions in Q3 2023 and 20 closed out, a net change of +7 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q3 2023 was Bank of America, an estimated $14M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q3 2023 was Goldman Sachs, an estimated $13.5M sold.
Based on aggregated 13F filings for Q3 2023.