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Global X S&P 500 Covered Call & Growth ETF

9 hedge funds and large institutions have $8.66M invested in Global X S&P 500 Covered Call & Growth ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $5.6M → $8.66M (+$3.06M)

2.1% more ownership

Funds ownership: 12.86%14.97% (+2.1%)

31% less funds holding

Funds holding: 139 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
9
Holders Change
-4
Holders Change %
-30.77%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.13M +$2M +76,991 +2,253%
LPL Financial
2
LPL Financial
California
$1.72M +$72.7K +2,793 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.44M +$1.4M +53,716 +6,640%
GAMC
4
Garner Asset Management Corp
Texas
$1.14M +$40.8K +1,567 +6%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.06M +$348K +13,371 +50%
JWCA
6
J.W. Cole Advisors
Florida
$928K +$914K +35,126 New
BWA
7
Beam Wealth Advisors
Louisiana
$218K +$4.14K +159 +2%
ASN
8
Advisory Services Network
Georgia
$25K +$3.8K +146 +18%
AAS
9
Ameritas Advisory Services
Nebraska
$9.5K +$9.37K +360 New
BAAM
10
Baker Avenue Asset Management
California
-$954K -37,865 Closed
OMC
11
Old Mission Capital
Illinois
-$267K -10,589 Closed
Jane Street
12
Jane Street
New York
-$245K -9,731 Closed
PFS
13
Prospera Financial Services
Texas
-$224K -8,885 Closed
CF
14
Cantor Fitzgerald
New York
-$212K -5,389 Closed
UBS Group
15
UBS Group
Switzerland
-$87.8K -3,484 Closed

XYLG Hedge Fund Activity: Q1 2023 in Review

9 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call & Growth ETF (XYLG) for Q1 2023, worth a combined $8.66M — up 55% from $5.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XYLG and 2 opened new positions — a net loss of 4 holders — while 0 trimmed existing stakes and 7 added.

The largest buyer was Royal Bank of Canada, adding an estimated $2M. The largest seller was Baker Avenue Asset Management, exiting entirely with an estimated $954K sold.

  • 9 institutional investors held Global X S&P 500 Covered Call & Growth ETF (XYLG) as of Q1 2023, down from 13 in Q4 2022.
  • Funds reported $8.66M of Global X S&P 500 Covered Call & Growth ETF stock for Q1 2023, up 55% quarter-over-quarter.
  • 2 funds opened new Global X S&P 500 Covered Call & Growth ETF positions in Q1 2023 and 6 closed out, a net change of -4 holders.
  • The largest Global X S&P 500 Covered Call & Growth ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $2M added.
  • The largest Global X S&P 500 Covered Call & Growth ETF seller in Q1 2023 was Baker Avenue Asset Management, an estimated $954K sold.

Based on aggregated 13F filings for Q1 2023.