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Global X Russell 2000 Covered Call ETF

133 hedge funds and large institutions have $331M invested in Global X Russell 2000 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
51
Reduced
38
Closed
18
Calls
$728K
Puts
$179K
Net Calls
+$549K
Net Calls Change
-$583K
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
76
Western Wealth Management
Colorado
$281K -$23.9K -1,429 -8%
AUB
77
Atlantic Union Bankshares
Virginia
$270K
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$260K -$14.3K -853 -5%
WCG
79
Weaver Consulting Group
California
$260K -$184K -10,977 -41%
BPA
80
Beacon Pointe Advisors
California
$243K
HI
81
Harbour Investments
Wisconsin
$239K
AAP
82
Arax Advisory Partners
Colorado
$237K +$5.39K +322 +2%
TCM
83
Triumph Capital Management
Colorado
$234K +$21.9K +1,294 +10%
CRWM
84
Castle Rock Wealth Management
California
$232K +$21.3K +1,294 +10%
Creative Planning
85
Creative Planning
Kansas
$225K +$225K +13,443 New
AWM
86
Apollon Wealth Management
South Carolina
$223K +$223K +13,332 New
SPC
87
Sigma Planning Corp
Michigan
$222K -$346K -20,678 -61%
TSS
88
Two Sigma Securities
New York
$222K +$222K +13,243 New
DADC
89
D.A. Davidson & Co
Montana
$222K +$222K +13,234 New
FHA
90
Flagship Harbor Advisors
Massachusetts
$216K +$21.6K +1,292 +11%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$214K +$39.2K +2,342 +22%
Comerica Bank
92
Comerica Bank
Texas
$194K -$337K -20,133 -64%
CAM
93
Cresset Asset Management
Illinois
$192K -$374K -22,099 -66%
PI
94
PFG Investments
New York
$192K -$55.1K -3,291 -22%
KPWS
95
Kestra Private Wealth Services
Texas
$188K -$32.1K -1,917 -15%
CIA
96
Concurrent Investment Advisors
Florida
$177K +$177K +10,575 New
CP
97
Camelot Portfolios
Ohio
$175K +$175K +10,467 New
NS
98
NBC Securities
Alabama
$110K -$51.8K -3,110 -32%
HR
99
Howe & Rusling
New York
$107K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$81K +$7.08K +422 +10%