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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 %
HI
76
Harbour Investments
Wisconsin
$263K +$42.9K +2,370 +20%
BPA
77
Beacon Pointe Advisors
California
$262K -$906K -50,086 -78%
USCWA
78
U.S. Capital Wealth Advisors
Texas
$245K +$245K +13,550 New
AAP
79
Arax Advisory Partners
Colorado
$243K +$7K +387 +3%
CRWM
80
Castle Rock Wealth Management
California
$240K +$1.17K +65 +0.5%
Creative Planning
81
Creative Planning
Kansas
$227K +$227K +12,551 New
EA
82
Eudaimonia Advisors
Tennessee
$220K -$13.5K -745 -6%
KF
83
Krilogy Financial
Missouri
$214K +$214K +11,825 New
FHA
84
Flagship Harbor Advisors
Massachusetts
$207K +$19.9K +1,102 +11%
GIA
85
Gladstone Institutional Advisory
Florida
$206K
CP
86
Camelot Portfolios
Ohio
$192K +$192K +10,641 New
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$185K +$185K +10,200 New
KPWS
88
Kestra Private Wealth Services
Texas
$184K -$4.94K -273 -3%
RJT
89
Raymond James Trust
Florida
$182K
TRCT
90
Tower Research Capital (TRC)
New York
$170K -$57.3K -3,170 -25%
WAM
91
Worth Asset Management
Texas
$136K +$20.3K +1,120 +18%
HR
92
Howe & Rusling
New York
$106K +$106K +5,848 New
FFA
93
Founders Financial Alliance
North Carolina
$103K +$22.5K +1,241 +28%
GWM
94
Geneos Wealth Management
Colorado
$100K -$328K -18,106 -77%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$74K +$58.4K +3,241 +374%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$57.9K +$39.9K +2,203 +220%
AWM
97
Atticus Wealth Management
Florida
$42.9K +$1.23K +68 +3%
PA
98
PSI Advisors
Florida
$38.7K
AC
99
AlphaCore Capital
California
$38K +$1.1K +61 +3%
BCV
100
Banque Cantonale Vaudoise
Switzerland
$36K