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Global X Russell 2000 Covered Call ETF

142 hedge funds and large institutions have $1.19B invested in Global X Russell 2000 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more capital invested

Capital invested by funds: $333M → $1.19B (+$856M)

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

30% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 43

6% more funds holding

Funds holding: 134142 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less call options, than puts

Call options by funds: $155K | Put options by funds: $170K

9.17% less ownership

Funds ownership: 33.16%23.99% (-9.2%)

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
56
Reduced
43
Closed
19
Calls
$155K
Puts
$170K
Net Calls
-$15K
Net Calls Change
-$361K
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
26
Mesirow Financial Investment Management
Illinois
$3.22M +$85.3K +5,188 +3%
IAA
27
Independent Advisor Alliance
North Carolina
$2.93M +$2.95M +179,574 New
NFSG
28
Newbridge Financial Services Group
Florida
$2.77M +$686K +41,714 +33%
NA
29
NewEdge Advisors
Louisiana
$2.76M +$79K +4,805 +3%
IFWM
30
Institute for Wealth Management
Colorado
$2.57M -$12.5K -761 -0.5%
TCMP
31
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.22M +$1.01M +61,421 +83%
FAM
32
Formidable Asset Management
Ohio
$2.05M +$356K +21,660 +21%
PAG
33
Private Advisor Group
New Jersey
$1.65M +$154K +9,331 +10%
AAS
34
Avantax Advisory Services
Texas
$1.63M +$49K +2,981 +3%
HNWAG
35
High Net Worth Advisory Group
Florida
$1.53M -$22.9K -1,395 -1%
RIG
36
RiverFront Investment Group
Virginia
$1.52M +$377K +22,902 +33%
WW
37
Winnow Wealth
Texas
$1.42M +$1.43M +86,735 New
JWCA
38
J.W. Cole Advisors
Florida
$1.34M +$386K +23,439 +40%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.33M +$778K +47,285 +138%
AWS
40
Atria Wealth Solutions
New York
$1.24M -$11.4K -690 -0.9%
PI
41
PFG Investments
New York
$1.19M -$80.6K -4,900 -6%
IFG
42
Independent Financial Group
California
$1.05M -$727K -44,189 -41%
CW
43
CreativeOne Wealth
Kansas
$1.04M +$94.9K +5,769 +10%
S4W
44
Solutions 4 Wealth
Texas
$1.02M +$53.7K +3,266 +6%
Stifel Financial
45
Stifel Financial
Missouri
$946K +$8.32K +506 +0.9%
CPIG
46
Chicago Partners Investment Group
Illinois
$943K +$320K +19,451 +51%
IWM
47
IHT Wealth Management
Illinois
$923K -$547K -33,275 -37%
KWM
48
Kingsview Wealth Management
Oregon
$919K -$297K -18,041 -24%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$871K +$14.9K +907 +2%
CMMS
50
Comprehensive Money Management Services
Florida
$868K +$874K +53,104 New

RYLD Hedge Fund Activity: Q4 2024 in Review

142 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Global X Russell 2000 Covered Call ETF (RYLD) for Q4 2024, worth a combined $1.19B — up 257% from $333M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RYLD positions and 19 closed out — a net gain of 11 holders — while 56 added to existing stakes and 43 trimmed.

The largest buyer was HUB Investment Partners, adding an estimated $5.01M. The largest seller was International Assets Investment Management, cutting an estimated $139M.

  • 142 institutional investors held Global X Russell 2000 Covered Call ETF (RYLD) as of Q4 2024, up from 134 in Q3 2024.
  • Funds reported $1.19B of Global X Russell 2000 Covered Call ETF stock for Q4 2024, up 257% quarter-over-quarter.
  • 30 funds opened new Global X Russell 2000 Covered Call ETF positions in Q4 2024 and 19 closed out, a net change of +11 holders.
  • The largest Global X Russell 2000 Covered Call ETF buyer in Q4 2024 was HUB Investment Partners, an estimated $5.01M added.
  • The largest Global X Russell 2000 Covered Call ETF seller in Q4 2024 was International Assets Investment Management, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2024.