Global X Russell 2000 Covered Call ETF
RYLD
122 hedge funds and large institutions have $234M invested in Global X Russell 2000 Covered Call ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 66 increasing their positions, 25 reducing their positions, and 16 closing their positions.
462% more call options, than puts
Call options by funds: $1.55M | Put options by funds: $276K
164% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 25
0% more funds holding
Funds holding: 122 → 122 (0)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
0.07% less ownership
Funds ownership: 16.83% → 16.76% (-0.07%)
83% less capital invested
Capital invested by funds: $1.38B → $234M (-$1.15B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.68M |
| 2 |
Morgan Stanley
New York
|
+$3.34M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.46M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.43M |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$2.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.52M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.84M |
| 3 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
-$1.82M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.62M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.45M |
RYLD Hedge Fund Activity: Q1 2023 in Review
122 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Global X Russell 2000 Covered Call ETF (RYLD) for Q1 2023, worth a combined $234M — down 83% from $1.38B a quarter earlier.
Fund positioning in RYLD was balanced in Q1 2023: 16 funds opened new positions, 16 closed out, 66 added to existing stakes and 25 trimmed.
The largest buyer was Bank of America, adding an estimated $4.68M. The largest seller was LPL Financial, cutting an estimated $4.52M.
- 122 institutional investors held Global X Russell 2000 Covered Call ETF (RYLD) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $234M of Global X Russell 2000 Covered Call ETF stock for Q1 2023, down 83% quarter-over-quarter.
- 16 funds opened new Global X Russell 2000 Covered Call ETF positions in Q1 2023 and 16 closed out, a net change of 0 holders.
- The largest Global X Russell 2000 Covered Call ETF buyer in Q1 2023 was Bank of America, an estimated $4.68M added.
- The largest Global X Russell 2000 Covered Call ETF seller in Q1 2023 was LPL Financial, an estimated $4.52M sold.
Based on aggregated 13F filings for Q1 2023.