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Global X S&P 500 Covered Call ETF (XYLD) Institutional Ownership

Global X S&P 500 Covered Call ETF logo
$40.97
-0.05 (-0.12%)
(As of 11/4/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Global X S&P 500 Covered Call ETF (NYSEARCA:XYLD)

Number of
Institutional Buyers
(last 12 months)
136
Total
Institutional Inflows
(last 12 months)
$223.65M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$128.26M
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XYLD Institutional Buying and Selling by Quarter

Global X S&P 500 Covered Call ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Baker Avenue Asset Management LP21,310$884K0.0%+25.6%0.030%
11/4/2024Sigma Planning Corp55,906$2.32M0.1%-14.9%0.080%
11/2/2024Mesirow Financial Investment Management Inc.12,713$528K0.0%+34.2%0.018%
11/1/2024Proficio Capital Partners LLC168,665$7M0.7%+1,322.1%0.241%
11/1/2024 Bensler LLC18,347$761K0.1%-17.8%0.026%
10/31/2024 Consolidated Planning Corp15,268$634K0.1%-6.5%0.022%
10/31/2024 Advisors Management Group Inc. ADV9,917$412K0.1%+23.9%0.014%
10/31/2024 Concurrent Investment Advisors LLC49,652$2.06M0.1%+2.0%0.071%
10/30/2024 Armor Investment Advisors LLC9,382$389K0.2%-10.9%0.013%
10/29/2024 Janney Montgomery Scott LLC56,196$2.33M0.0%+2.3%0.080%
10/28/2024 Principal Securities Inc.408,501$16.95M0.4%+3.0%0.583%
10/24/2024 Investment Partners Asset Management Inc.75,673$3.14M2.6%+1.0%0.108%
10/24/2024 J.W. Cole Advisors Inc.145,174$6.03M0.3%+5.0%0.207%
10/24/2024 Wealth Enhancement Advisory Services LLC28,991$1.20M0.0%+1.8%0.041%
10/24/2024 Consolidated Portfolio Review Corp9,503$394K0.1%+46.9%0.014%
10/24/2024 PFG Investments LLC75,324$3.13M0.2%+6.0%0.108%
10/23/2024 Mirae Asset Global Investments Co. Ltd.118,110$4.89M0.0%-3.7%0.169%
10/22/2024 McAdam LLC25,818$1.07M0.1%-5.2%0.037%
10/22/2024 Iron Horse Wealth Management LLC17,234$715K0.2%+9.3%0.025%
10/22/2024 Detalus Advisors LLC7,278$302K0.1%+41.6%0.010%
10/22/2024 Global X Japan Co. Ltd.376,181$15.61M2.0%+35.0%0.537%
10/22/2024 Private Advisor Group LLC239,861$9.95M0.1%+50.8%0.342%
10/21/2024 Foundations Investment Advisors LLC17,747$736K0.0%+28.7%0.025%
10/21/2024 Whittier Trust Co. of Nevada Inc.5,058$210K0.0%N/A0.007%
10/21/2024 Trilogy Capital Inc.6,183$257K0.0%+19.5%0.009%
10/18/2024Raymond James & Associates411,797$17.09M0.0%+9.8%0.588%
10/18/2024First Citizens Bank & Trust Co.4,870$202K0.0%N/A0.007%
10/16/2024 Good Life Advisors LLC179,164$7.44M0.5%+120.4%0.256%
10/11/2024 ORG Partners LLC1,849$77K0.0%-37.3%0.003%
10/11/2024 Armstrong Advisory Group Inc.36,204$1.50M0.1%+6.5%0.052%
10/10/2024 Concourse Financial Group Securities Inc.984$41K0.0%-25.9%0.001%
10/10/2024 Annex Advisory Services LLC10,026$416K0.0%N/A0.014%
10/9/2024 Juncture Wealth Strategies LLC132,236$5.49M2.1%+3.5%0.189%
10/9/2024 Castle Rock Wealth Management LLC30,879$1.28M0.3%-10.3%0.044%
10/9/2024 San Luis Wealth Advisors LLC15,797$656K0.1%+128.2%0.023%
10/8/2024 CWM LLC3,450$143K0.0%+12.2%0.005%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,841$201K0.0%N/A0.007%
10/8/2024 StoneCrest Wealth Management Inc.90,563$3.76M2.7%+4.0%0.129%
10/8/2024 Brookstone Capital Management720,709$29.91M0.4%+3.8%1.029%
10/8/2024 Bangor Savings Bank44,927$1.86M0.2%+2.2%0.064%
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Here’s the full story for you.
10/8/2024 City Center Advisors LLC15,605$648K0.7%+21.5%0.022%
10/4/2024 HBW Advisory Services LLC34,837$1.45M0.2%-21.2%0.050%
10/3/2024 Private Client Services LLC5,477$227K0.1%+8.6%0.008%
10/3/2024 Park Avenue Securities LLC15,032$624K0.0%+10.6%0.021%
9/23/2024Centaurus Financial Inc.45,777$1.85M0.1%-84.4%0.065%
9/11/2024Newbridge Financial Services Group Inc.106,371$4.30M1.6%+85.1%0.152%
9/5/2024Sanctuary Advisors LLC17,529$701K0.0%N/A0.025%
8/28/2024RiverFront Investment Group LLC121,044$4.89M0.1%+20.9%0.173%
8/26/2024Founders Financial Alliance LLC13,936$563K0.2%+8.6%0.020%
8/22/2024Cetera Investment Advisers350,039$14.15M0.0%-8.0%0.500%
8/21/2024Truist Financial Corp22,630$915K0.0%+1.9%0.032%
8/19/2024B. Riley Wealth Advisors Inc.28,800$1.17M0.0%-22.1%0.041%
8/16/2024NewEdge Advisors LLC36,402$1.47M0.0%+22.4%0.052%
8/16/2024Northwestern Mutual Wealth Management Co.55,656$2.25M0.0%+4.1%0.079%
8/15/2024ELCO Management Co. LLC62,100$2.51M1.5%-0.8%0.089%
8/14/2024Providence Capital Advisors LLC1,630$66K0.0%-33.2%0.002%
8/14/2024Bank of Montreal Can18,951$766K0.0%-7.8%0.027%
8/14/20241832 Asset Management L.P.37,254$1.51M0.0%-5.4%0.053%
8/13/2024Kayne Anderson Rudnick Investment Management LLC47,893$1.94M0.0%+18.2%0.068%
8/12/2024Blair William & Co. IL12,461$504K0.0%+15.8%0.018%
8/10/2024 Madison Wealth Partners Inc25,821$1.04M0.4%+20.0%0.037%
8/9/2024Renaissance Technologies LLC120,900$4.89M0.0%+31.0%0.173%
8/9/2024One Capital Management LLC221,811$8.97M0.3%N/A0.317%
8/8/2024 J.W. Cole Advisors Inc.138,242$5.59M0.3%-9.6%0.197%
8/8/2024Envestnet Asset Management Inc.538,183$21.76M0.0%+33.8%0.768%
8/8/2024LPL Financial LLC3,103,006$125.46M0.1%+13.4%4.430%
8/7/2024Beam Wealth Advisors Inc.44,768$1.81M0.6%-11.2%0.064%
8/7/2024 Global X Japan Co. Ltd.278,702$11.27M1.6%+14.0%0.398%
8/7/2024 PFG Investments LLC71,035$2.87M0.2%-3.6%0.101%
8/6/2024First Foundation Advisors19,580$792K0.0%-19.9%0.028%
8/6/2024 Ausdal Financial Partners Inc.9,618$389K0.0%+33.0%0.014%
8/6/2024 Chris Bulman Inc2,278$92K0.1%N/A0.003%
8/6/2024Strategic Financial Concepts LLC104,338$42K0.0%N/A0.149%
8/5/2024 Private Advisor Group LLC159,074$6.43M0.0%+306.0%0.227%
8/2/2024Belpointe Asset Management LLC62,569$2.53M0.2%+2.9%0.089%
8/2/2024 Consolidated Planning Corp16,325$660K0.1%-5.6%0.023%
8/1/2024Verus Capital Partners LLC27,553$1.11M0.1%+5.7%0.039%
8/1/2024Flaharty Asset Management LLC75,735$3.06M0.5%-5.6%0.108%
8/1/2024 Consolidated Portfolio Review Corp6,470$262K0.1%+22.4%0.009%
7/31/2024Semus Wealth Partners LLC9,292$376K0.3%-13.1%0.013%
7/31/2024 Advisors Management Group Inc. ADV8,007$324K0.1%N/A0.011%
7/31/2024Commonwealth Equity Services LLC256,877$10.39M0.0%+31.2%0.367%
7/31/2024 Concurrent Investment Advisors LLC48,685$1.97M0.1%+9.8%0.070%
7/30/2024 International Assets Investment Management LLC6,730$272K0.0%N/A0.010%
7/29/2024 Fairman Group LLC11,000$448K0.5%N/A0.016%
7/29/2024 TrueMark Investments LLC6,576$266K0.1%N/A0.009%
7/29/2024Nations Financial Group Inc. IA ADV16,413$664K0.1%+3.5%0.023%
7/29/2024Blue Chip Partners LLC26,852$1.09M0.1%+11.7%0.038%
7/29/2024 Ameritas Advisory Services LLC66,503$2.69M0.1%-12.0%0.095%
7/29/2024 Private Client Services LLC5,044$204K0.1%N/A0.007%
The Final Frontier (Ad)

And a lot of powerful investors would rather this exposé never saw the light of day. I suspect they’ll attempt to discredit it, tar and feather it, and convince you not to watch it. That’s because it tells the shocking truth about the current AI mania… and why investors in big tech companies like Nvidia, Meta, Alphabet, and Microsoft could be in for a whole world of pain.

Here’s the full story for you.
7/26/2024 Detalus Advisors LLC5,140$208K0.1%N/A0.007%
7/26/20241900 Wealth Management LLC41,297$1.67M0.2%-11.7%0.059%
7/26/2024 Bensler LLC22,331$903K0.1%+2.8%0.032%
7/26/2024 Cambridge Investment Research Advisors Inc.208,458$8.43M0.0%+53.0%0.298%
7/25/2024Institute for Wealth Management LLC.51,554$2.08M0.3%-1.6%0.074%
7/23/2024 Concourse Financial Group Securities Inc.1,328$54K0.0%+121.3%0.002%
7/22/2024 Iron Horse Wealth Management LLC15,764$637K0.2%-4.9%0.023%
7/22/2024Atria Wealth Solutions Inc.77,612$3.16M0.0%-8.2%0.111%
7/20/2024Raymond James Financial Services Advisors Inc.1,001,643$40.50M0.1%+2.8%1.430%
7/19/2024Pasadena Private Wealth LLC25,464$1.03M0.2%+2.6%0.036%
(Data available from 1/1/2016 forward)

XYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XYLD shares?

During the previous two years, 230 institutional investors and hedge funds held shares of Global X S&P 500 Covered Call ETF. The most heavily invested institutionals were LPL Financial LLC ($125.46M), Bank of America Corp DE ($58.95M), UBS Group AG ($50.54M), Raymond James Financial Services Advisors Inc. ($40.50M), Brookstone Capital Management ($29.91M), Envestnet Asset Management Inc. ($21.76M), and Royal Bank of Canada ($20.14M).Learn more on XYLD's institutional investors.

Which institutional investors have been buying Global X S&P 500 Covered Call ETF stock?

Of the 212 institutional investors that purchased Global X S&P 500 Covered Call ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.50M), Pasadena Private Wealth LLC ($697.91K), Hamilton Wealth LLC ($479.22K), International Assets Investment Management LLC ($463.52K), One Capital Management LLC ($449.71K), Centaurus Financial Inc. ($379.62K), and Principal Securities Inc. ($376.29K).

How much institutional buying is happening at Global X S&P 500 Covered Call ETF?

Institutional investors have bought a total of 12,341,823 shares in the last 24 months. This purchase volume represents approximately $494.12M in transactions.

Which Global X S&P 500 Covered Call ETF major shareholders have been selling company stock?

Of the 110 institutional investors that sold Global X S&P 500 Covered Call ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kovack Advisors Inc. ($1.06M), Pasadena Private Wealth LLC ($672.45K), Blue Chip Partners LLC ($414.78K), Raymond James Financial Services Advisors Inc. ($341.13K), Centaurus Financial Inc. ($247.79K), Truadvice LLC ($206.44K), and Richard P Slaughter Associates Inc ($204.58K).

How much institutional selling is happening at Global X S&P 500 Covered Call ETF?

Institutional investors have sold a total of 5,639,034 shares in the last 24 months. This volume of shares sold represents approximately $223.73M in transactions.


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This page (NYSEARCA:XYLD) was last updated on 11/4/2024 by MarketBeat.com Staff
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