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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 %
PTC
101
Private Trust Company
Ohio
$31K -$146K -8,071 -82%
CWC
102
Carolinas Wealth Consulting
North Carolina
$30.3K
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.3K
SPIA
104
Steward Partners Investment Advisory
New York
$23.5K
AIC
105
Archer Investment Corporation
Indiana
$21.7K
ANBT
106
American National Bank & Trust
Texas
$19.9K
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$19.9K
FWM
108
Focused Wealth Management
New York
$11.6K +$289 +16 +3%
NC
109
NewSquare Capital
Pennsylvania
$11.6K -$6.15K -340 -35%
MIM
110
Macroview Investment Management
Maryland
$11K +$759 +42 +7%
SIC
111
Salem Investment Counselors
North Carolina
$9.95K +$9.95K +550 New
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$7.58K +$7.58K +419 New
AA
113
AlphaMark Advisors
Kentucky
$7K
RCM
114
Raleigh Capital Management
North Carolina
$6.4K +$6.4K +354 New
CIAS
115
Capital Investment Advisory Services
North Carolina
$5.43K +$5.43K +300 New
SF
116
Safeguard Financial
Wisconsin
$4K +$4K +227 New
BBPWM
117
Blue Bell Private Wealth Management
Pennsylvania
$3.62K
SWM
118
Spire Wealth Management
Virginia
$3.27K +$90 +5 +3%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$2.31K -$2.6K -143 -53%
RMA
120
Roffman Miller Associates
Pennsylvania
$1.98K +$1.98K +110 New
S
121
SignatureFD
Georgia
$1.25K +$36 +2 +3%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$905 -$10.5K -580 -92%
AF
123
Allworth Financial
California
$796 +$796 +44 New
William Blair & Company
124
William Blair & Company
Illinois
$633 -$68.6K -3,795 -99%
AF
125
Advisornet Financial
Minnesota
$472 +$18 +1 +4%