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Global X Russell 2000 Covered Call ETF

127 hedge funds and large institutions have $307M invested in Global X Russell 2000 Covered Call ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+7
Holders Change %
+5.83%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
54
Reduced
35
Closed
16
Calls
$1.02M
Puts
$57K
Net Calls
+$961K
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
51
Prosperity Wealth Management
California
$539K +$30.3K +1,673 +6%
AWM
52
Accel Wealth Management
Iowa
$528K +$23.4K +1,295 +5%
WCG
53
Weaver Consulting Group
California
$515K -$29.9K -1,653 -5%
SPC
54
Sigma Planning Corp
Michigan
$515K +$49.9K +2,758 +11%
CRI
55
Colonial River Investments
Virginia
$501K -$27.5K -1,522 -5%
Stifel Financial
56
Stifel Financial
Missouri
$487K +$56.7K +3,134 +13%
Corient Private Wealth
57
Corient Private Wealth
Florida
$465K +$36.6K +2,024 +9%
FIA
58
Foundations Investment Advisors
Arizona
$446K -$5.23K -289 -1%
CM
59
Columbus Macro
Pennsylvania
$438K -$10K -553 -2%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$426K -$22.2K -1,226 -5%
TSS
61
Two Sigma Securities
New York
$368K +$368K +20,351 New
WS
62
Wedbush Securities
California
$360K +$31K +1,710 +9%
QWM
63
QP Wealth Management
New Jersey
$347K +$41.2K +2,279 +13%
WP
64
WealthShield Partners
North Carolina
$344K +$82.2K +4,543 +31%
BAAM
65
Baker Avenue Asset Management
California
$340K -$297K -16,440 -47%
WWM
66
Western Wealth Management
Colorado
$329K +$329K +18,209 New
JIP
67
Jaffetilchin Investment Partners
Florida
$321K -$96.6K -5,342 -23%
APA
68
Astoria Portfolio Advisors
New York
$319K -$24.8K -1,353 -7%
NFSG
69
Newbridge Financial Services Group
Florida
$317K +$111K +6,126 +54%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$296K -$13K -718 -4%
AUB
71
Atlantic Union Bankshares
Virginia
$292K
NFG
72
Nations Financial Group
Iowa
$287K +$287K +15,887 New
OL
73
Owen LaRue
Kentucky
$285K -$552K -30,466 -66%
NA
74
NewEdge Advisors
Louisiana
$283K +$28K +1,549 +11%
PI
75
PFG Investments
New York
$275K +$38.8K +2,147 +16%