Global X S&P 500 Covered Call ETF
XYLD
224 hedge funds and large institutions have $1.1B invested in Global X S&P 500 Covered Call ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 81 reducing their positions, and 27 closing their positions.
11% more call options, than puts
Call options by funds: $1.45M | Put options by funds: $1.31M
7% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 81
1% less funds holding
Funds holding: 226 → 224 (-2)
4% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 27
5.78% less ownership
Funds ownership: 44.17% → 38.39% (-5.8%)
11% less capital invested
Capital invested by funds: $1.24B → $1.1B (-$140M)
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$20.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$16.1M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$13M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.77M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$153M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$17.1M |
| 3 |
JP Morgan Chase
New York
|
-$14.7M |
| 4 |
HW
Hamilton Wealth
Encino,
California
|
-$12.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$12.5M |
XYLD Hedge Fund Activity: Q1 2024 in Review
224 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q1 2024, worth a combined $1.1B — down 11% from $1.24B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of XYLD and 26 opened new positions — a net loss of 1 holder — while 81 trimmed existing stakes and 87 added.
The largest buyer was Wells Fargo, adding an estimated $20.1M. The largest seller was Morgan Stanley, cutting an estimated $153M.
- 224 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q1 2024, down from 226 in Q4 2023.
- Funds reported $1.1B of Global X S&P 500 Covered Call ETF stock for Q1 2024, down 11% quarter-over-quarter.
- 26 funds opened new Global X S&P 500 Covered Call ETF positions in Q1 2024 and 27 closed out, a net change of -1 holder.
- The largest Global X S&P 500 Covered Call ETF buyer in Q1 2024 was Wells Fargo, an estimated $20.1M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q1 2024 was Morgan Stanley, an estimated $153M sold.
Based on aggregated 13F filings for Q1 2024.