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Global X Russell 2000 Covered Call ETF
RYLD

122 hedge funds and large institutions have $1.38B invested in Global X Russell 2000 Covered Call ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

572% more capital invested

Capital invested by funds: $206M → $1.38B (+$1.18B)

416% more call options, than puts

Call options by funds: $3.55M | Put options by funds: $688K

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

62% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 29

17% more funds holding

Funds holding: 104 → 122 (+18)

0.38% more ownership

Funds ownership: 16.45% → 16.83% (+0.38%)

Holders
122
Holders Change
+18
Holders Change %
+17.31%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
47
Reduced
29
Closed
9
Calls
$3.55M
Puts
$688K
Net Calls
+$2.86M
Net Calls Change
+$979K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.77M
2
Morgan Stanley
Morgan Stanley
New York
+$4.74M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$4.3M
4
Jane Street
Jane Street
New York
+$4.07M
5
Wells Fargo
Wells Fargo
California
+$3.44M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$6.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.56M
3
AWM
AE Wealth Management
Kansas
-$2.9M
4
UBS Group
UBS Group
Switzerland
-$1.58M
5
CAM
Cresset Asset Management
Illinois
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
101
Carolinas Wealth Consulting
North Carolina
$11.9K – – –
FWM
102
Focused Wealth Management
New York
$11.5K +$5.86K +304 +99%
ANBT
103
American National Bank & Trust
Texas
$9K +$9.64K +500 New
AA
104
AlphaMark Advisors
Kentucky
$8K +$7.71K +400 New
GI
105
Gradient Investments
Minnesota
$7.36K +$7.54K +391 New
Citadel Advisors
106
Citadel Advisors
Florida
$6.68K +$6.84K +355 New
MWM
107
Mascoma Wealth Management
New Hampshire
$5.64K – – –
MIM
108
Macroview Investment Management
Maryland
$4.89K +$5.01K +260 New
BBPWM
109
Blue Bell Private Wealth Management
Pennsylvania
$3.76K – – –
MCC
110
Money Concepts Capital
Florida
$3.76K +$3.86K +200 New
CQS
111
Credential Qtrade Securities
$3.01K +$3.08K +160 New
SWM
112
Spire Wealth Management
Virginia
$3K +$77 +4 +2%
PO
113
Private Ocean
California
$2.02K +$58 +3 +3%
BTI
114
Blue Trust Inc
Georgia
$2K – – –
S
115
SignatureFD
Georgia
$1.22K +$1.25K +65 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$948 +$964 +50 New
CPFP
117
Clear Perspectives Financial Planning
Ohio
$828 – – –
LFG
118
Larson Financial Group
Missouri
$677 +$694 +36 New
AF
119
Advisornet Financial
Minnesota
$458 – – –
Fidelity Investments
120
Fidelity Investments
Massachusetts
$258 +$251 +13 +1,300%
NA
121
NewEdge Advisors
Louisiana
$38 +$38.6K +2,000 New
GG
122
Gofen & Glossberg
Illinois
– -$476K -25,807 Closed
OC
123
Oppenheimer & Co
New York
– -$420K -22,781 Closed
FHA
124
Flagship Harbor Advisors
Massachusetts
– -$263K -14,266 Closed
BWA
125
Beam Wealth Advisors
Louisiana
– -$196K -10,617 Closed
2 3 4
5
6

RYLD Hedge Fund Activity: Q4 2022 in Review

122 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Global X Russell 2000 Covered Call ETF (RYLD) for Q4 2022, worth a combined $1.38B — up 572% from $206M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RYLD positions and 9 closed out — a net gain of 21 holders — while 47 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.77M. The largest seller was Bank of America, cutting an estimated $6.52M.

  • 122 institutional investors held Global X Russell 2000 Covered Call ETF (RYLD) as of Q4 2022, up from 104 in Q3 2022.
  • Funds reported $1.38B of Global X Russell 2000 Covered Call ETF stock for Q4 2022, up 572% quarter-over-quarter.
  • 30 funds opened new Global X Russell 2000 Covered Call ETF positions in Q4 2022 and 9 closed out, a net change of +21 holders.
  • The largest Global X Russell 2000 Covered Call ETF buyer in Q4 2022 was LPL Financial, an estimated $5.77M added.
  • The largest Global X Russell 2000 Covered Call ETF seller in Q4 2022 was Bank of America, an estimated $6.52M sold.

Based on aggregated 13F filings for Q4 2022.