Global X S&P 500 Covered Call ETF
XYLD
225 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, 88 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
9% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 81
1% more capital invested
Capital invested by funds: $1.09B → $1.1B (+$6.47M)
0.54% less ownership
Funds ownership: 38.94% → 38.39% (-0.54%)
1% less funds holding
Funds holding: 227 → 225 (-2)
4% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 27
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
-$17.1M |
| 2 |
JP Morgan Chase
New York
|
-$14.7M |
| 3 |
HW
Hamilton Wealth
Encino,
California
|
-$12.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$12.5M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
-$8.47M |
XYLD Hedge Fund Activity: Q1 2024 in Review
225 of the 6,958 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 — up 0.59% from $1.09B 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 88 added.
The largest buyer was Wells Fargo, adding an estimated $20.1M. The largest seller was Centaurus Financial, cutting an estimated $17.1M.
- 225 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q1 2024, down from 227 in Q4 2023.
- Funds reported $1.1B of Global X S&P 500 Covered Call ETF stock for Q1 2024, up 0.59% 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 Centaurus Financial, an estimated $17.1M sold.
Based on aggregated 13F filings for Q1 2024.