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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
GWM
51
Geneos Wealth Management
Colorado
$62K – – –
FFA
52
Founders Financial Alliance
North Carolina
$38K -$6.24K -250 -14%
AWM
53
Accel Wealth Management
Iowa
$33K +$325 +13 +1%
AIC
54
Archer Investment Corporation
Indiana
$29.3K +$30K +1,200 New
PA
55
PSI Advisors
Florida
$27K +$8.49K +340 +44%
TWA
56
TCI Wealth Advisors
Arizona
$26K +$26.8K +1,074 New
SPIA
57
Steward Partners Investment Advisory
New York
$20K – – –
AWM
58
Avior Wealth Management
Nebraska
$19K – – –
HI
59
Harbour Investments
Wisconsin
$10K +$9.94K +398 +2,211%
FFC
60
First Financial Corp
Indiana
$10K +$9.99K +400 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$10K +$10.3K +411 New
RPCONE
62
Retirement Planning Company of New England
Rhode Island
$9K +$9.49K +380 New
APA
63
American Portfolios Advisors
New York
$2.44K +$2.5K +100 New
3AM
64
3EDGE Asset Management
Florida
– -$574K -23,077 Closed
Jane Street
65
Jane Street
New York
– -$497K -19,948 Closed
AC
66
Apella Capital
Connecticut
– -$277K -11,109 Closed
PGAM
67
Princeton Global Asset Management
New Jersey
– -$44K -1,785 Closed
CAAS
68
Capital Asset Advisory Services
Michigan
– -$14K -554 Closed
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
– -$1K -40 Closed
Wells Fargo
70
Wells Fargo
California
– -$25 -1 Closed
MAM
71
Mystic Asset Management
Rhode Island
– +$25 +1 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.