Global X S&P 500 Covered Call ETF
XYLD
227 hedge funds and large institutions have $1.09B invested in Global X S&P 500 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 12 closing their positions.
217% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 12
21% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 72
11% more funds holding
Funds holding: 205 → 227 (+22)
0.61% more ownership
Funds ownership: 38.33% → 38.94% (+0.61%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0% less capital invested
Capital invested by funds: $1.09B → $1.09B (-$1.9M)
57% less call options, than puts
Call options by funds: $809K | Put options by funds: $1.89M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$14.3M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$5.38M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$4.79M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$3.75M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCPC
Hamilton Capital Partners (Canada)
Toronto,
|
-$41.3M |
| 2 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$18.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$9.03M |
| 4 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
-$5.61M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5.59M |
XYLD Hedge Fund Activity: Q4 2023 in Review
227 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q4 2023, worth a combined $1.09B — down 0.17% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new XYLD positions and 12 closed out — a net gain of 26 holders — while 87 added to existing stakes and 72 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $14.3M. The largest seller was Hamilton Capital Partners (Canada), exiting entirely with an estimated $41.3M sold.
- 227 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2023, up from 205 in Q3 2023.
- Funds reported $1.09B of Global X S&P 500 Covered Call ETF stock for Q4 2023, down 0.17% quarter-over-quarter.
- 38 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2023 and 12 closed out, a net change of +26 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $14.3M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q4 2023 was Hamilton Capital Partners (Canada), an estimated $41.3M sold.
Based on aggregated 13F filings for Q4 2023.