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Global X Russell 2000 Covered Call ETF
RYLD

63 hedge funds and large institutions have $97.1M invested in Global X Russell 2000 Covered Call ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 7

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

99% more capital invested

Capital invested by funds: $48.7M → $97.1M (+$48.4M)

29% more funds holding

Funds holding: 49 → 63 (+14)

1.07% more ownership

Funds ownership: 11.31% → 12.39% (+1.1%)

Holders
63
Holders Change
+14
Holders Change %
+28.57%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
30
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.2M
2
Bank of America
Bank of America
North Carolina
+$9.67M
3
Morgan Stanley
Morgan Stanley
New York
+$2.95M
4
LPL Financial
LPL Financial
California
+$2.81M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
AWS
AJ Wealth Strategies
New York
-$887K
2
3AM
3EDGE Asset Management
Florida
-$574K
3
Jane Street
Jane Street
New York
-$497K
4
AC
Apella Capital
Connecticut
-$277K
5
FHA
Flagship Harbor Advisors
Massachusetts
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
26
Colonial River Investments
Virginia
$704K +$720K +28,849 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$672K +$124K +4,983 +22%
JIP
28
Jaffetilchin Investment Partners
Florida
$642K +$44.1K +1,767 +7%
KAS
29
Kestra Advisory Services
Texas
$635K +$105K +4,205 +19%
FHA
30
Flagship Harbor Advisors
Massachusetts
$618K -$179K -7,171 -22%
RJA
31
Raymond James & Associates
Florida
$594K +$257K +10,298 +73%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$585K +$43K +1,722 +8%
CW
33
CreativeOne Wealth
Kansas
$494K +$236K +9,469 +88%
HNWAG
34
High Net Worth Advisory Group
Florida
$415K +$424K +16,981 New
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$378K +$77.3K +3,096 +25%
SLWA
36
San Luis Wealth Advisors
California
$349K +$357K +14,290 New
USCWA
37
U.S. Capital Wealth Advisors
Texas
$347K +$19.7K +790 +6%
BCM
38
Brookstone Capital Management
Illinois
$306K +$316K +12,646 New
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$302K +$111K +4,451 +56%
SPC
40
Sigma Planning Corp
Michigan
$290K +$296K +11,860 New
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
$285K – – –
AAP
42
Arax Advisory Partners
Colorado
$284K +$5.82K +233 +2%
VCWA
43
Vanguard Capital Wealth Advisors
Colorado
$278K -$7.42K -297 -3%
WWM
44
Western Wealth Management
Colorado
$276K +$282K +11,307 New
KPWS
45
Kestra Private Wealth Services
Texas
$255K -$1.05K -42 -0.4%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$223K +$228K +9,140 New
CA
47
Cetera Advisors
Colorado
$205K -$12K -480 -5%
WWMSC
48
Wagner Wealth Management (South Carolina)
South Carolina
$159K +$1.7K +68 +1%
BAM
49
Belpointe Asset Management
Nevada
$155K +$524 +21 +0.3%
William Blair & Company
50
William Blair & Company
Illinois
$99K +$101K +4,041 New
1
2
3

RYLD Hedge Fund Activity: Q4 2021 in Review

63 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Global X Russell 2000 Covered Call ETF (RYLD) for Q4 2021, worth a combined $97.1M — up 99% from $48.7M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RYLD positions and 7 closed out — a net gain of 16 holders — while 30 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $11.2M. The largest seller was AJ Wealth Strategies, cutting an estimated $887K.

  • 63 institutional investors held Global X Russell 2000 Covered Call ETF (RYLD) as of Q4 2021, up from 49 in Q3 2021.
  • Funds reported $97.1M of Global X Russell 2000 Covered Call ETF stock for Q4 2021, up 99% quarter-over-quarter.
  • 23 funds opened new Global X Russell 2000 Covered Call ETF positions in Q4 2021 and 7 closed out, a net change of +16 holders.
  • The largest Global X Russell 2000 Covered Call ETF buyer in Q4 2021 was Royal Bank of Canada, an estimated $11.2M added.
  • The largest Global X Russell 2000 Covered Call ETF seller in Q4 2021 was AJ Wealth Strategies, an estimated $887K sold.

Based on aggregated 13F filings for Q4 2021.