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Global X Russell 2000 Covered Call ETF

134 hedge funds and large institutions have $293M invested in Global X Russell 2000 Covered Call ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more capital invested

Capital invested by funds: $291M → $293M (+$2.42M)

0.74% more ownership

Funds ownership: 20.5%21.25% (+0.74%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 137134 (-3)

Holders
134
Holders Change
-3
Holders Change %
-2.19%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
53
Reduced
44
Closed
17
Calls
$89K
Puts
Net Calls
+$89K
Net Calls Change
+$166K
Name Holding Trade Value Shares
Change
Change in
Stake
HR
101
Howe & Rusling
New York
$107K +$4.09K +250 +4%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$106K -$105K -6,423 -49%
NS
103
NBC Securities
Alabama
$100K -$5K -306 -5%
CJ
104
Caitlin John
Michigan
$96.9K +$98.9K +6,046 New
FFA
105
Founders Financial Alliance
North Carolina
$86.8K +$3.5K +214 +4%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$81K +$605 +37 +0.7%
MIA
107
MeadowBrook Investment Advisors
Michigan
$54.5K
RIL
108
Rothschild Investment LLC
Illinois
$52.9K
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$49.3K +$343 +21 +0.7%
AWM
110
Atticus Wealth Management
Florida
$42.4K +$867 +53 +2%
PTC
111
Private Trust Company
Ohio
$42.3K
BCV
112
Banque Cantonale Vaudoise
Switzerland
$32K
CWC
113
Carolinas Wealth Consulting
North Carolina
$27.1K
CB
114
Chris Bulman
California
$26.3K +$26.8K +1,639 New
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.3K
SPIA
116
Steward Partners Investment Advisory
New York
$21.8K
PA
117
PSI Advisors
Florida
$18.4K -$7.95K -486 -30%
US Bancorp
118
US Bancorp
Minnesota
$16.8K
NC
119
NewSquare Capital
Pennsylvania
$10.3K
TSMHT
120
Thurston Springer Miller Herd & Titak
Indiana
$7.61K +$7.77K +475 New
AP
121
Aspect Partners
Virginia
$5.94K +$131 +8 +2%
SFC
122
Strategic Financial Concepts
Texas
$5.3K +$1.4M +85,701 New
JP Morgan Chase
123
JP Morgan Chase
New York
$4.04K -$57.3K -3,506 -93%
PS
124
Principal Securities
Iowa
$3.81K -$4.71K -288 -55%
AIC
125
Archer Investment Corporation
Indiana
$3.21K

RYLD Hedge Fund Activity: Q2 2024 in Review

134 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Global X Russell 2000 Covered Call ETF (RYLD) for Q2 2024, worth a combined $293M — up 0.83% from $291M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RYLD positions and 17 closed out — a net gain of 1 holder — while 53 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.2M. The largest seller was Centaurus Financial, cutting an estimated $5.5M.

  • 134 institutional investors held Global X Russell 2000 Covered Call ETF (RYLD) as of Q2 2024, down from 137 in Q1 2024.
  • Funds reported $293M of Global X Russell 2000 Covered Call ETF stock for Q2 2024, up 0.83% quarter-over-quarter.
  • 18 funds opened new Global X Russell 2000 Covered Call ETF positions in Q2 2024 and 17 closed out, a net change of +1 holder.
  • The largest Global X Russell 2000 Covered Call ETF buyer in Q2 2024 was LPL Financial, an estimated $8.2M added.
  • The largest Global X Russell 2000 Covered Call ETF seller in Q2 2024 was Centaurus Financial, an estimated $5.5M sold.

Based on aggregated 13F filings for Q2 2024.