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Global X Russell 2000 Covered Call ETF

120 hedge funds and large institutions have $231M invested in Global X Russell 2000 Covered Call ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
65
Reduced
25
Closed
16
Calls
$1.55M
Puts
$276K
Net Calls
+$1.28M
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Shares
Change %
NC
101
NewSquare Capital
Pennsylvania
$17.6K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$16K +$4.19K +227 +36%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$11.3K +$10.4K +580 +1,160%
FWM
104
Focused Wealth Management
New York
$11.3K +$323 +18 +3%
MIM
105
Macroview Investment Management
Maryland
$10.2K +$5.56K +309 +119%
AA
106
AlphaMark Advisors
Kentucky
$7K
MWM
107
Mascoma Wealth Management
New Hampshire
$5.39K
Fidelity Investments
108
Fidelity Investments
Massachusetts
$4.84K +$4.59K +256 +1,829%
BBPWM
109
Blue Bell Private Wealth Management
Pennsylvania
$3.59K
SWM
110
Spire Wealth Management
Virginia
$3.15K +$125 +7 +4%
PO
111
Private Ocean
California
$2.01K +$72 +4 +4%
BTI
112
Blue Trust Inc
Georgia
$2K
CG
113
Cutler Group
California
$2K +$2K +117 New
S
114
SignatureFD
Georgia
$1.21K +$36 +2 +3%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$1.2K +$272 +15,140 +29%
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$907 +$907 +51 New
CPFP
117
Clear Perspectives Financial Planning
Ohio
$790
GI
118
Gradient Investments
Minnesota
$611 -$6.42K -357 -91%
AF
119
Advisornet Financial
Minnesota
$455 +$18 +1 +4%
LFG
120
Larson Financial Group
Missouri
$428 -$214 -12 -33%
SFS
121
Sowell Financial Services
Arkansas
-$1.84M -96,997 Closed
CI
122
Cavalier Investments
Georgia
-$1.82M -96,961 Closed
OMC
123
Old Mission Capital
Illinois
-$1.45M -77,026 Closed
PPW
124
Pasadena Private Wealth
California
-$750K -39,875 Closed
JPMPWA
125
J.P. Morgan Private Wealth Advisors
California
-$632K -33,607 Closed