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Global X S&P 500 Covered Call & Growth ETF

13 hedge funds and large institutions have $18.2M invested in Global X S&P 500 Covered Call & Growth ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

83% more capital invested

Capital invested by funds: $9.95M → $18.2M (+$8.24M)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

18% more funds holding

Funds holding: 1113 (+2)

13.89% more ownership

Funds ownership: 16.14%30.03% (+14%)

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
1
Closed
3
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.98M +$6.21M +224,436 New
LPL Financial
2
LPL Financial
California
$4.53M +$1.87M +67,439 +66%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.76M +$116K +4,208 +7%
JWCA
4
J.W. Cole Advisors
Florida
$1.73M +$33.2K +1,200 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.28M -$367K -13,276 -22%
GAMC
6
Garner Asset Management Corp
Texas
$1.13M +$15.2K +548 +2%
AAS
7
Avantax Advisory Services
Texas
$973K +$1.01M +36,555 New
OMC
8
Old Mission Capital
Illinois
$565K +$587K +21,228 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$143K +$39.5K +1,427 +36%
UBS Group
10
UBS Group
Switzerland
$46.3K +$24.1K +870 +100%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$42K +$1.38K +50 +3%
Wells Fargo
12
Wells Fargo
California
$7.7K +$8K +289 New
Simplex Trading
13
Simplex Trading
Illinois
$2K +$2.77K +100 New
GS
14
GTS Securities
New York
-$326K -11,690 Closed
BWA
15
Beam Wealth Advisors
Louisiana
-$206K -7,390 Closed
TRCT
16
Tower Research Capital (TRC)
New York
-$28 -1 Closed

XYLG Hedge Fund Activity: Q3 2023 in Review

13 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call & Growth ETF (XYLG) for Q3 2023, worth a combined $18.2M — up 83% from $9.95M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XYLG positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $6.21M. The largest seller was Osaic Holdings, cutting an estimated $367K.

  • 13 institutional investors held Global X S&P 500 Covered Call & Growth ETF (XYLG) as of Q3 2023, up from 11 in Q2 2023.
  • Funds reported $18.2M of Global X S&P 500 Covered Call & Growth ETF stock for Q3 2023, up 83% quarter-over-quarter.
  • 5 funds opened new Global X S&P 500 Covered Call & Growth ETF positions in Q3 2023 and 3 closed out, a net change of +2 holders.
  • The largest Global X S&P 500 Covered Call & Growth ETF buyer in Q3 2023 was Bank of America, an estimated $6.21M added.
  • The largest Global X S&P 500 Covered Call & Growth ETF seller in Q3 2023 was Osaic Holdings, an estimated $367K sold.

Based on aggregated 13F filings for Q3 2023.