Global X S&P 500 Covered Call & Growth ETF
XYLG
11 hedge funds and large institutions have $9.95M invested in Global X S&P 500 Covered Call & Growth ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
22% more funds holding
Funds holding: 9 → 11 (+2)
15% more capital invested
Capital invested by funds: $8.66M → $9.95M (+$1.29M)
1.17% more ownership
Funds ownership: 14.97% → 16.14% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.66M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.02M |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$771K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$186K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$41.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.05M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.06M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$25K |
| 4 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
-$22.7K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$9.5K |
XYLG Hedge Fund Activity: Q2 2023 in Review
11 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call & Growth ETF (XYLG) for Q2 2023, worth a combined $9.95M — up 15% from $8.66M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XYLG positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.66M. The largest seller was Royal Bank of Canada, cutting an estimated $2.05M.
- 11 institutional investors held Global X S&P 500 Covered Call & Growth ETF (XYLG) as of Q2 2023, up from 9 in Q1 2023.
- Funds reported $9.95M of Global X S&P 500 Covered Call & Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
- 5 funds opened new Global X S&P 500 Covered Call & Growth ETF positions in Q2 2023 and 3 closed out, a net change of +2 holders.
- The largest Global X S&P 500 Covered Call & Growth ETF buyer in Q2 2023 was Cetera Investment Advisers, an estimated $1.66M added.
- The largest Global X S&P 500 Covered Call & Growth ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $2.05M sold.
Based on aggregated 13F filings for Q2 2023.