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Global X Russell 2000 Covered Call ETF

133 hedge funds and large institutions have $331M invested in Global X Russell 2000 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
51
Reduced
38
Closed
18
Calls
$728K
Puts
$179K
Net Calls
+$549K
Net Calls Change
-$583K
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$2.34M -$1.86M -110,399 -44%
IAIM
27
International Assets Investment Management
Florida
$2.27M +$2.27M +135,570 New
IFWM
28
Institute for Wealth Management
Colorado
$2.22M -$259K -15,485 -10%
Renaissance Technologies
29
Renaissance Technologies
New York
$2.11M +$2.11M +125,806 New
AAS
30
Avantax Advisory Services
Texas
$1.94M +$1.61M +96,163 +493%
MFIM
31
Mesirow Financial Investment Management
Illinois
$1.72M +$1.72M +102,668 New
AWM
32
AE Wealth Management
Kansas
$1.71M +$1.44M +88,176 +545%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.61M +$384K +22,962 +31%
PAG
34
Private Advisor Group
New Jersey
$1.53M -$18.7K -1,117 -1%
KWM
35
Kingsview Wealth Management
Oregon
$1.41M +$30.6K +1,829 +2%
IPAM
36
Investment Partners Asset Management
New Jersey
$1.31M +$1.31M +78,425 New
CRI
37
Colonial River Investments
Virginia
$1.28M +$845K +50,477 +193%
Corient Private Wealth
38
Corient Private Wealth
Florida
$1.28M +$657K +39,250 +105%
NA
39
NewEdge Advisors
Louisiana
$1.19M +$958K +58,519 +405%
JWCA
40
J.W. Cole Advisors
Florida
$1.17M +$9.32K +557 +0.8%
KAS
41
Kestra Advisory Services
Texas
$1.17M +$225K +13,436 +24%
IWM
42
IHT Wealth Management
Illinois
$1.15M +$22.1K +1,322 +2%
CBT
43
CoreFirst Bank & Trust
Kansas
$928K -$11.9K -709 -1%
HNWAG
44
High Net Worth Advisory Group
Florida
$910K -$726K -43,370 -44%
BRWA
45
B. Riley Wealth Advisors
Florida
$867K +$64K +3,787 +8%
EH
46
Equitable Holdings
New York
$814K +$34K +2,030 +4%
MA
47
MAS Advisors
Florida
$790K -$63K -3,763 -7%
Stifel Financial
48
Stifel Financial
Missouri
$762K -$11.2K -667 -1%
KA
49
Kovack Advisors
Florida
$757K +$757K +45,230 New
CIBC World Market
50
CIBC World Market
Ontario, Canada
$745K +$745K +44,500 New