XYLD icon

Global X S&P 500 Covered Call ETF

251 hedge funds and large institutions have $1.19B invested in Global X S&P 500 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 105 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
251
Holders Change
+28
Holders Change %
+12.56%
% of All Funds
3.34%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
49
Increased
105
Reduced
67
Closed
17
Calls
$1.92M
Puts
$813K
Net Calls
+$1.11M
Net Calls Change
+$499K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$178M 4,252,499 +359,983 +9%
LPL Financial
2
LPL Financial
California
$150M 3,573,475 +359,850 +11%
Bank of America
3
Bank of America
North Carolina
$119M 2,832,410 -68,989 -2%
NAM
4
Nissay Asset Management
Japan
$71.6M 1,652,108
Raymond James Financial
5
Raymond James Financial
Florida
$64.4M 1,535,886 +1,535,886 New
UBS Group
6
UBS Group
Switzerland
$45.9M 1,095,278 +19,228 +2%
Ameriprise
7
Ameriprise
Minnesota
$34.9M 831,797 -86,101 -9%
Wells Fargo
8
Wells Fargo
California
$30.6M 730,569 +87,059 +14%
BCM
9
Brookstone Capital Management
Illinois
$29.7M 707,786 -12,923 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$24.9M 593,634 +18,294 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$24.5M 584,968 +7,403 +1%
HIP
12
HUB Investment Partners
Texas
$19.2M 457,194 +104,820 +30%
PCP
13
Proficio Capital Partners
Massachusetts
$17.4M 414,835 +246,170 +146%
PS
14
Principal Securities
Iowa
$17.3M 413,191 +4,690 +1%
GXJ
15
Global X Japan
Japan
$16.4M 392,323 +16,142 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$15.8M 376,042 +15,557 +4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$13.6M 325,493 +878 +0.3%
CIA
18
Caerus Investment Advisors
Texas
$13.6M 324,883 +4,849 +2%
PAG
19
Private Advisor Group
New Jersey
$11.6M 276,470 +36,609 +15%
SIM
20
Sims Investment Management
Ohio
$11.4M 272,689 +272,689 New
WWM
21
WJ Wealth Management
Arizona
$9.57M 228,351 +202,725 +791%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$9.22M 220,040 +4,916 +2%
OCM
23
One Capital Management
California
$9.14M 218,087 -448 -0.2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$8.36M 199,496 -12,546 -6%
IWM
25
IHT Wealth Management
Illinois
$8.18M 195,162 -21,412 -10%