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Global X S&P 500 Covered Call & Growth ETF

18 hedge funds and large institutions have $25M invested in Global X S&P 500 Covered Call & Growth ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

7% more capital invested

Capital invested by funds: $23.3M → $25M (+$1.68M)

6% more funds holding

Funds holding: 1718 (+1)

0.7% more ownership

Funds ownership: 33.5%34.2% (+0.7%)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.13M -$2.82M -90,473 -24%
LPL Financial
2
LPL Financial
California
$7.3M +$3.19M +102,345 +82%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.23M +$146K +4,684 +7%
GAMC
4
Garner Asset Management Corp
Texas
$1.51M +$46.9K +1,505 +4%
AAS
5
Avantax Advisory Services
Texas
$1.08M -$105K -3,373 -9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$881K +$298K +9,584 +54%
SFS
7
Sowell Financial Services
Arkansas
$874K +$663K +21,273 New
IFG
8
Independent Financial Group
California
$664K +$321K +10,308 +99%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$403K -$302K -9,691 -44%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$346K +$11K +354 +3%
Jane Street
11
Jane Street
New York
$335K -$886K -28,437 -73%
PS
12
Principal Securities
Iowa
$74.2K +$11.5K +368 +19%
PTC
13
Private Trust Company
Ohio
$62.5K +$60.7K +1,948 New
UBS Group
14
UBS Group
Switzerland
$61.8K +$34.9K +1,120 +139%
NS
15
NBC Securities
Alabama
$47K +$46.1K +1,480 New
NSIM
16
North Star Investment Management
Illinois
$5.4K +$1.96K +63 +60%
Morgan Stanley
17
Morgan Stanley
New York
$58 -$2.58K -83 -99%
IAIM
18
International Assets Investment Management
Florida
-$149K -4,850 Closed
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
-$47K -1,540 Closed
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
-$28.3K -921 Closed
HGERS
21
Householder Group Estate & Retirement Specialist
Arizona
+$747 +24 New

XYLG Hedge Fund Activity: Q3 2024 in Review

18 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call & Growth ETF (XYLG) for Q3 2024, worth a combined $25M — up 7.2% from $23.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new XYLG positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.19M. The largest seller was Bank of America, cutting an estimated $2.82M.

  • 18 institutional investors held Global X S&P 500 Covered Call & Growth ETF (XYLG) as of Q3 2024, up from 17 in Q2 2024.
  • Funds reported $25M of Global X S&P 500 Covered Call & Growth ETF stock for Q3 2024, up 7.2% quarter-over-quarter.
  • 4 funds opened new Global X S&P 500 Covered Call & Growth ETF positions in Q3 2024 and 3 closed out, a net change of +1 holder.
  • The largest Global X S&P 500 Covered Call & Growth ETF buyer in Q3 2024 was LPL Financial, an estimated $3.19M added.
  • The largest Global X S&P 500 Covered Call & Growth ETF seller in Q3 2024 was Bank of America, an estimated $2.82M sold.

Based on aggregated 13F filings for Q3 2024.