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Global X Russell 2000 Covered Call ETF

153 hedge funds and large institutions have $333M invested in Global X Russell 2000 Covered Call ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

24% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 51

8% more funds holding

Funds holding: 142153 (+11)

0.19% more ownership

Funds ownership: 23.99%24.18% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

48% less call options, than puts

Call options by funds: $792K | Put options by funds: $1.51M

72% less capital invested

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

Holders
153
Holders Change
+11
Holders Change %
+7.75%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
63
Reduced
51
Closed
13
Calls
$792K
Puts
$1.51M
Net Calls
-$723K
Net Calls Change
-$708K
Name Holding Trade Value Shares
Change
Change in
Stake
GAMC
51
Garner Asset Management Corp
Texas
$730K -$52.8K -3,277 -6%
CMMS
52
Comprehensive Money Management Services
Florida
$720K -$87K -5,400 -10%
IFG
53
Independent Financial Group
California
$719K -$266K -16,508 -26%
HF
54
HRT Financial
New York
$649K +$274K +17,003 +65%
CPIG
55
Chicago Partners Investment Group
Illinois
$630K -$227K -14,074 -25%
IAA
56
Independent Advisor Alliance
North Carolina
$616K -$2.24M -138,772 -77%
CIA
57
Concurrent Investment Advisors
Florida
$568K +$606K +37,600 New
DAS
58
Dynamic Advisor Solutions
Arizona
$562K -$58.9K -3,659 -9%
AAS
59
Ameritas Advisory Services
Nebraska
$553K -$1.42K -88 -0.3%
KA
60
Kovack Advisors
Florida
$525K -$62.7K -3,890 -10%
SFP
61
Sandbox Financial Partners
Maryland
$505K -$88.9K -5,518 -14%
TCM
62
Triumph Capital Management
Colorado
$494K +$276K +17,146 +110%
SPC
63
Sigma Planning Corp
Michigan
$467K +$21.8K +1,353 +5%
WS
64
Wedbush Securities
California
$463K +$110K +6,805 +29%
AAS
65
Avantax Advisory Services
Texas
$448K -$1.13M -70,176 -70%
TC
66
Trilogy Capital
California
$444K +$4.41K +274 +0.9%
AHL
67
Abel Hall LLC
Louisiana
$438K
VFA
68
Valeo Financial Advisors
Indiana
$425K +$196K +12,161 +76%
WW
69
Winnow Wealth
Texas
$421K -$948K -58,868 -68%
MA
70
MAS Advisors
Florida
$405K -$89.2K -5,535 -17%
FIA
71
Foundations Investment Advisors
Arizona
$402K -$22.3K -1,384 -5%
RIA
72
Regal Investment Advisors
Michigan
$373K +$398K +24,725 New
RPCONE
73
Retirement Planning Company of New England
Rhode Island
$366K +$68.8K +4,273 +21%
KWA
74
Kingswood Wealth Advisors
California
$339K +$125K +7,773 +53%
AWM
75
Accel Wealth Management
Iowa
$330K -$11.9K -736 -3%

RYLD Hedge Fund Activity: Q1 2025 in Review

153 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X Russell 2000 Covered Call ETF (RYLD) for Q1 2025, worth a combined $333M — down 72% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RYLD positions and 13 closed out — a net gain of 11 holders — while 63 added to existing stakes and 51 trimmed.

The largest buyer was Ameriprise, adding an estimated $9.35M. The largest seller was Bank of America, cutting an estimated $4.34M.

  • 153 institutional investors held Global X Russell 2000 Covered Call ETF (RYLD) as of Q1 2025, up from 142 in Q4 2024.
  • Funds reported $333M of Global X Russell 2000 Covered Call ETF stock for Q1 2025, down 72% quarter-over-quarter.
  • 24 funds opened new Global X Russell 2000 Covered Call ETF positions in Q1 2025 and 13 closed out, a net change of +11 holders.
  • The largest Global X Russell 2000 Covered Call ETF buyer in Q1 2025 was Ameriprise, an estimated $9.35M added.
  • The largest Global X Russell 2000 Covered Call ETF seller in Q1 2025 was Bank of America, an estimated $4.34M sold.

Based on aggregated 13F filings for Q1 2025.