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Global X Russell 2000 Covered Call ETF

134 hedge funds and large institutions have $293M invested in Global X Russell 2000 Covered Call ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more capital invested

Capital invested by funds: $291M → $293M (+$2.42M)

0.74% more ownership

Funds ownership: 20.5%21.25% (+0.74%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 137134 (-3)

Holders
134
Holders Change
-3
Holders Change %
-2.19%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
53
Reduced
44
Closed
17
Calls
$89K
Puts
Net Calls
+$89K
Net Calls Change
+$166K
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$2.53M +$294K +18,004 +13%
IFWM
27
Institute for Wealth Management
Colorado
$2.47M +$36.5K +2,231 +1%
WANY
28
Wealthspire Advisors (New York)
New York
$2.28M +$2.32M +142,000 New
Corient Private Wealth
29
Corient Private Wealth
Florida
$2.19M -$51.7K -3,163 -2%
HNWAG
30
High Net Worth Advisory Group
Florida
$2.05M +$251K +15,322 +14%
NA
31
NewEdge Advisors
Louisiana
$1.87M +$101K +6,164 +6%
SFS
32
Sowell Financial Services
Arkansas
$1.77M -$287K -17,549 -14%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.73M +$1.49M +91,370 +557%
PAG
34
Private Advisor Group
New Jersey
$1.43M +$15.5K +945 +1%
PI
35
PFG Investments
New York
$1.36M +$9.45K +578 +0.7%
KAS
36
Kestra Advisory Services
Texas
$1.29M +$106K +6,476 +9%
KWM
37
Kingsview Wealth Management
Oregon
$1.26M -$17.4K -1,061 -1%
AWS
38
Atria Wealth Solutions
New York
$1.25M -$715K -43,687 -36%
TCMP
39
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.19M +$1.22M +74,466 New
IPAM
40
Investment Partners Asset Management
New Jersey
$1.19M -$86.6K -5,292 -7%
NAS
41
NWF Advisory Services
California
$1.18M +$65.4K +4,000 +6%
NFSG
42
Newbridge Financial Services Group
Florida
$1.14M +$711K +43,487 +159%
IWM
43
IHT Wealth Management
Illinois
$1.06M -$18.2K -1,115 -2%
CF
44
Centaurus Financial
California
$1.02M -$5.5M -336,504 -84%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$956K +$6.17K +377 +0.6%
S4W
46
Solutions 4 Wealth
Texas
$925K +$49.6K +3,035 +6%
Stifel Financial
47
Stifel Financial
Missouri
$916K +$59.7K +3,648 +7%
CBT
48
CoreFirst Bank & Trust
Kansas
$886K +$1.06K +65 +0.1%
GAMC
49
Garner Asset Management Corp
Texas
$876K +$99.6K +6,092 +13%
SAM
50
Smartleaf Asset Management
Massachusetts
$835K +$377K +23,055 +79%

RYLD Hedge Fund Activity: Q2 2024 in Review

134 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Global X Russell 2000 Covered Call ETF (RYLD) for Q2 2024, worth a combined $293M — up 0.83% from $291M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RYLD positions and 17 closed out — a net gain of 1 holder — while 53 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.2M. The largest seller was Centaurus Financial, cutting an estimated $5.5M.

  • 134 institutional investors held Global X Russell 2000 Covered Call ETF (RYLD) as of Q2 2024, down from 137 in Q1 2024.
  • Funds reported $293M of Global X Russell 2000 Covered Call ETF stock for Q2 2024, up 0.83% quarter-over-quarter.
  • 18 funds opened new Global X Russell 2000 Covered Call ETF positions in Q2 2024 and 17 closed out, a net change of +1 holder.
  • The largest Global X Russell 2000 Covered Call ETF buyer in Q2 2024 was LPL Financial, an estimated $8.2M added.
  • The largest Global X Russell 2000 Covered Call ETF seller in Q2 2024 was Centaurus Financial, an estimated $5.5M sold.

Based on aggregated 13F filings for Q2 2024.