Global X S&P 500 Covered Call ETF
XYLD
228 hedge funds and large institutions have $1.1B invested in Global X S&P 500 Covered Call ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 76 reducing their positions, and 27 closing their positions.
98% more call options, than puts
Call options by funds: $1.22M | Put options by funds: $618K
29% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 76
1% less funds holding
Funds holding: 230 → 228 (-2)
7% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 27
1.29% less ownership
Funds ownership: 39.64% → 38.35% (-1.3%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
43% less capital inflows, than outflows
Capital inflows: $93.5M | Capital outflows: $164M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$18.2M |
| 2 |
Morgan Stanley
New York
|
+$14.8M |
| 3 |
Proficio Capital Partners
Newton,
Massachusetts
|
+$6.39M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.51M |
| 5 |
Good Life Advisors
Reading,
Pennsylvania
|
+$3.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nissay Asset Management
Tokyo,
Japan
|
-$117M |
| 2 |
Old Second National Bank of Aurora
Aurora,
Illinois
|
-$9.06M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.52M |
| 4 |
Hamilton Wealth
Encino,
California
|
-$3.33M |
| 5 |
River Street Advisors
Aurora,
Illinois
|
-$3.23M |
XYLD Hedge Fund Activity: Q3 2024 in Review
228 of the 6,989 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q3 2024, worth a combined $1.1B — down 3.6% from $1.14B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of XYLD and 25 opened new positions — a net loss of 2 holders — while 76 trimmed existing stakes and 98 added.
The largest buyer was Bank of America, adding an estimated $18.2M. The largest seller was Nissay Asset Management, cutting an estimated $117M.
- 228 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q3 2024, down from 230 in Q2 2024.
- Funds reported $1.1B of Global X S&P 500 Covered Call ETF stock for Q3 2024, down 3.6% quarter-over-quarter.
- 25 funds opened new Global X S&P 500 Covered Call ETF positions in Q3 2024 and 27 closed out, a net change of -2 holders.
- The largest Global X S&P 500 Covered Call ETF buyer in Q3 2024 was Bank of America, an estimated $18.2M added.
- The largest Global X S&P 500 Covered Call ETF seller in Q3 2024 was Nissay Asset Management, an estimated $117M sold.
Based on aggregated 13F filings for Q3 2024.