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Global X S&P 500 Covered Call ETF

258 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 52 funds opening new positions, 107 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 17

136% more call options, than puts

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

55% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 69

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

14% more funds holding

Funds holding: 226258 (+32)

11% more capital invested

Capital invested by funds: $1.1B → $1.22B (+$117M)

2.86% more ownership

Funds ownership: 38.33%41.19% (+2.9%)

Holders
258
Holders Change
+32
Holders Change %
+14.16%
% of All Funds
3.39%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
52
Increased
107
Reduced
69
Closed
17
Calls
$1.92M
Puts
$813K
Net Calls
+$1.1M
Net Calls Change
+$499K

XYLD Hedge Fund Activity: Q4 2024 in Review

258 of the 7,607 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 11% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new XYLD positions and 17 closed out — a net gain of 35 holders — while 107 added to existing stakes and 69 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.

  • 258 institutional investors held Global X S&P 500 Covered Call ETF (XYLD) as of Q4 2024, up from 226 in Q3 2024.
  • Funds reported $1.22B of Global X S&P 500 Covered Call ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 52 funds opened new Global X S&P 500 Covered Call ETF positions in Q4 2024 and 17 closed out, a net change of +35 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.