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Global X S&P 500 Covered Call & Growth ETF

22 hedge funds and large institutions have $19.3M invested in Global X S&P 500 Covered Call & Growth ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

22% more funds holding

Funds holding: 1822 (+4)

4.06% less ownership

Funds ownership: 34.2%30.14% (-4.1%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

23% less capital invested

Capital invested by funds: $25M → $19.3M (-$5.72M)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
7
Closed
4
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
$6.96M -$1.15M -35,225 -12%
LPL Financial
2
LPL Financial
California
$3.49M -$3.33M -102,358 -45%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.97M +$44.1K +1,355 +2%
GAMC
4
Garner Asset Management Corp
Texas
$1.61M +$59.1K +1,814 +5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.02M +$1.19M +36,684 New
AAS
6
Avantax Advisory Services
Texas
$908K -$37.7K -1,158 -3%
IFG
7
Independent Financial Group
California
$688K +$129K +3,973 +19%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$451K +$527K +16,176 New
OMC
9
Old Mission Capital
Illinois
$388K +$453K +13,928 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$366K +$18.4K +565 +4%
Raymond James Financial
11
Raymond James Financial
Florida
$357K +$417K +12,803 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$300K -$1.11K -34 -0.3%
CMMS
13
Comprehensive Money Management Services
Florida
$272K +$317K +9,740 New
TSS
14
Two Sigma Securities
New York
$240K +$280K +8,614 New
SS
15
SBI Securities
Japan
$108K +$126K +3,879 New
PS
16
Principal Securities
Iowa
$64.9K +$456 +14 +0.6%
IA
17
IFP Advisors
Florida
$59.6K +$69.5K +2,135 New
PTC
18
Private Trust Company
Ohio
$13.9K -$47.1K -1,448 -74%
CWM
19
Crowley Wealth Management
Delaware
$8.84K +$10.3K +317 New
UBS Group
20
UBS Group
Switzerland
$7.81K -$53.6K -1,646 -85%
NSIM
21
North Star Investment Management
Illinois
$4.73K +$65 +2 +1%
NS
22
NBC Securities
Alabama
$41 -$48.2K -1,479 -100%
SFS
23
Sowell Financial Services
Arkansas
-$874K -21,273 Closed
Jane Street
24
Jane Street
New York
-$335K -10,430 Closed
Morgan Stanley
25
Morgan Stanley
New York
-$58 -1 Closed

XYLG Hedge Fund Activity: Q4 2024 in Review

22 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Covered Call & Growth ETF (XYLG) for Q4 2024, worth a combined $19.3M — down 23% from $25M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XYLG positions and 4 closed out — a net gain of 5 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.19M. The largest seller was LPL Financial, cutting an estimated $3.33M.

  • 22 institutional investors held Global X S&P 500 Covered Call & Growth ETF (XYLG) as of Q4 2024, up from 18 in Q3 2024.
  • Funds reported $19.3M of Global X S&P 500 Covered Call & Growth ETF stock for Q4 2024, down 23% quarter-over-quarter.
  • 9 funds opened new Global X S&P 500 Covered Call & Growth ETF positions in Q4 2024 and 4 closed out, a net change of +5 holders.
  • The largest Global X S&P 500 Covered Call & Growth ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $1.19M added.
  • The largest Global X S&P 500 Covered Call & Growth ETF seller in Q4 2024 was LPL Financial, an estimated $3.33M sold.

Based on aggregated 13F filings for Q4 2024.