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Global X S&P 500 Covered Call ETF

255 hedge funds and large institutions have $1.22B invested in Global X S&P 500 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 106 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 18

136% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $813K

56% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 68

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more funds holding

Funds holding: 225255 (+30)

10% more capital invested

Capital invested by funds: $1.1B → $1.22B (+$114M)

2.76% more ownership

Funds ownership: 38.32%41.09% (+2.8%)

Holders
255
Holders Change
+30
Holders Change %
+13.33%
% of All Funds
3.36%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
51
Increased
106
Reduced
68
Closed
18
Calls
$1.92M
Puts
$813K
Net Calls
+$1.1M
Net Calls Change
+$499K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$178M +$15.1M +359,983 +9%
LPL Financial
2
LPL Financial
California
$150M +$15.1M +359,850 +11%
Bank of America
3
Bank of America
North Carolina
$119M -$2.89M -68,989 -2%
NAM
4
Nissay Asset Management
Japan
$71.6M
Raymond James Financial
5
Raymond James Financial
Florida
$64.4M +$64.4M +1,535,886 New
UBS Group
6
UBS Group
Switzerland
$45.9M +$807K +19,228 +2%
Ameriprise
7
Ameriprise
Minnesota
$34.9M -$3.61M -86,101 -9%
Wells Fargo
8
Wells Fargo
California
$30.6M +$3.65M +87,059 +14%
BCM
9
Brookstone Capital Management
Illinois
$29.7M -$542K -12,923 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$24.9M +$767K +18,294 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$24.5M +$311K +7,403 +1%
HW
12
Hamilton Wealth
California
$23.6M +$12.9M +308,143 +121%
HIP
13
HUB Investment Partners
Texas
$19.2M +$4.4M +104,820 +30%
PCP
14
Proficio Capital Partners
Massachusetts
$17.4M +$10.3M +246,170 +146%
PS
15
Principal Securities
Iowa
$17.3M +$197K +4,690 +1%
GXJ
16
Global X Japan
Japan
$16.4M +$677K +16,142 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$15.8M +$653K +15,557 +4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$13.6M +$36.8K +878 +0.3%
CIA
19
Caerus Investment Advisors
Texas
$13.6M +$203K +4,849 +2%
PAG
20
Private Advisor Group
New Jersey
$11.6M +$1.54M +36,609 +15%
SIM
21
Sims Investment Management
Ohio
$11.4M +$11.4M +272,689 New
WWM
22
WJ Wealth Management
Arizona
$9.57M +$8.5M +202,725 +791%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$9.22M +$206K +4,916 +2%
OCM
24
One Capital Management
California
$9.14M -$18.8K -448 -0.2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$8.36M -$526K -12,546 -6%

XYLD Hedge Fund Activity: Q4 2024 in Review

255 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call ETF (XYLD) for Q4 2024, worth a combined $1.22B — up 10% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XYLD positions and 18 closed out — a net gain of 33 holders — while 106 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.1M. The largest seller was Old Mission Capital, exiting entirely with an estimated $4.46M sold.

  • 255 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2024, up from 225 in Q3 2024.
  • Funds reported $1.22B of Global X S&P 500 Covered Call ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 51 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2024 and 18 closed out, a net change of +33 holders.
  • The largest Global X S&P 500 Covered Call ETF buyer in Q4 2024 was Morgan Stanley, an estimated $15.1M added.
  • The largest Global X S&P 500 Covered Call ETF seller in Q4 2024 was Old Mission Capital, an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2024.