Global X S&P 500 Covered Call ETFXYLD
XYLD
0
Funds holding %
of 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
98% more call options, than puts
Call options by funds: $1.22M | Put options by funds: $618K
30% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 73
2% less funds holding
Funds holding: 224 [Q2] → 219 (-5) [Q3]
6.18% less ownership
Funds ownership: 44.24% [Q2] → 38.06% (-6.18%) [Q3]
12% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 26
14% less capital invested
Capital invested by funds: $1.28B [Q2] → $1.09B (-$183M) [Q3]
25% less funds holding in top 10
Funds holding in top 10: 8 [Q2] → 6 (-2) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for XYLD.
Financial journalist opinion
Based on 3 articles about XYLD published over the past 30 days
Positive
Seeking Alpha
16 hours ago
My 9.5% Income Portfolio-Like Mosaic Tiles
Our investments, usually conceived and implemented gradually over time, are the pieces of a personal mosaic that form the whole of our assets. One solution for entering the financial markets can be Dollar-Cost Averaging (DCA), a form of investing a constant amount at regular intervals. However, initiating a plan to buy stocks according to the logic of DCA presupposes awareness of the fluctuations in financial markets and their psychological implications.
Positive
Seeking Alpha
1 week ago
JEPI: The Smarter Choice Over XYLD For High-Yield Income
XYLD offers high income with limited upside, while JEPI provides better capital preservation and stability through defensive stocks and ELNs. JEPI's negative correlation to the VIX makes it more volatile during market stress, whereas XYLD falls less due to index-wide option writing. Despite volatility, JEPI delivers higher monthly dividends, indicating superior active management during both market stress and calm periods.
Neutral
Zacks Investment Research
3 weeks ago
Play Defensive ETFs to Counter Stock Market Slump
Wall Street was in the red on Tuesday as strong economic data dampened chances of near-term Fed rate cuts. Defensive ETFs may help in this scenario.
Positive
Zacks Investment Research
1 month ago
Covered Call ETF (XYLD) Hits New 52-Week High
For investors seeking momentum, Global X S&P 500 Covered Call ETF XYLD is probably on the radar. The fund just hit a 52-week high and is up 13.84% from its 52-week low price of $37.93/share.
Positive
Seeking Alpha
1 month ago
My 9.5% Income Portfolio: Better With Less, But Better
Risk is the probability of a negative event in the future. An abstract concept that is not measurable; otherwise it would not be risk. Ascertaining value is the first step in controlling risk, that is, in reducing the possibility of incurring losses that cannot be predicted in advance. My choice to invest in securities with positive NAV performance over time is a way to try to control risk.
Negative
Seeking Alpha
2 months ago
XYLD: There Are Better Alternatives
Despite reduced market volatility, XYLD's aggressive covered-call strategy still results in permanent losses for owners, underperforming the S&P 500 significantly as well as other short-premium funds. XYLD's aggressive strategy to sell 2% OTM short-dated options continues to underperform due to volatility whip-lashing, making it a poor investment choice compared to Alternatives. Avoiding XYLD moving forward and looking to switch holdings to SPY or PUTW will likely generate better long-term returns and income.
Positive
Seeking Alpha
2 months ago
XYLD: Managing S&P 500 Uncertainty With A Covered Call Strategy
XYLD is not designed to outperform the S&P 500, but to generate a consistent and competitive stream of dividends compared to other investment solutions. It could also serve as a hedging tool during periods of "uncertainty", given its dividend yield of 9.44% and lower volatility compared to SPY, despite maintaining a positive correlation. The market is currently in a phase of uncertainty, driven by inflation, Federal Reserve actions, and political changes.
Positive
Zacks Investment Research
2 months ago
Covered Call ETF (XYLD) Hits New 52-Week High
For investors seeking momentum, Global X S&P 500 Covered Call ETF XYLD is probably on the radar. The fund just hit a 52-week high and has moved up 10.5% from its 52-week low of $37.93 per share.
Positive
Seeking Alpha
3 months ago
XYLD: A Solid Income Play Or Missed Growth?
The Global X S&P 500 Covered Call ETF offers consistent income through premiums but caps upside potential, underperforming in bullish markets. XYLD's systematic one-month call option strategy limits gains compared with similarly actively managed funds, which adapt better to market conditions. XYLD is ideal for income-focused investors with a neutral or bearish market outlook, offering a 9.44% yield but retaining downside risk.
Neutral
Invezz
3 months ago
Are dividend ETFs like QYLD, XYLD, and SPYI worth it?
Active Exchange Traded Funds (ETFs) are booming, with companies like JPMorgan, Goldman Sachs, and Global X fighting to gain market share in the industry. Data shows that these active funds, which often have a higher expense ratio than their passive peers, have taken over 70% of management fee income this year.
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