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Global X Russell 2000 Covered Call ETF

142 hedge funds and large institutions have $1.19B invested in Global X Russell 2000 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more capital invested

Capital invested by funds: $333M → $1.19B (+$856M)

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

30% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 43

6% more funds holding

Funds holding: 134142 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less call options, than puts

Call options by funds: $155K | Put options by funds: $170K

9.17% less ownership

Funds ownership: 33.16%23.99% (-9.2%)

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
56
Reduced
43
Closed
19
Calls
$155K
Puts
$170K
Net Calls
-$15K
Net Calls Change
-$361K
Name Holding Trade Value Shares
Change
Change in
Stake
CJ
101
Caitlin John
Michigan
$145K -$16.4K -995 -10%
FFA
102
Founders Financial Alliance
North Carolina
$125K -$7.93K -482 -6%
HR
103
Howe & Rusling
New York
$124K +$15K +909 +14%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$123K +$73.9K +4,491 +147%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$118K -$12.9K -786 -10%
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$103K -$31.9K -1,942 -24%
LC
107
Luminist Capital
Michigan
$101K +$102K +6,176 New
Comerica Bank
108
Comerica Bank
Texas
$95.8K -$81.4K -4,950 -46%
SAM
109
Smartleaf Asset Management
Massachusetts
$92.4K -$880K -53,475 -90%
MMCM
110
Murphy & Mullick Capital Management
New York
$81.1K +$80.9K +4,915 New
AWM
111
AE Wealth Management
Kansas
$60.9K +$61.4K +3,730 New
ACM
112
Anfield Capital Management
California
$55.5K +$55.9K +3,397 New
SPIA
113
Steward Partners Investment Advisory
New York
$54.9K
RIL
114
Rothschild Investment LLC
Illinois
$53.9K
PA
115
PSI Advisors
Florida
$51.9K +$16.8K +1,020 +47%
MIA
116
MeadowBrook Investment Advisors
Michigan
$49.8K -$5.76K -350 -10%
PTC
117
Private Trust Company
Ohio
$49.7K -$9.82K -597 -16%
AWM
118
Atticus Wealth Management
Florida
$45.9K +$905 +55 +2%
CT
119
Colonial Trust
South Carolina
$42.9K +$43.3K +2,632 New
Corient Private Wealth
120
Corient Private Wealth
Florida
$40.3K +$395K +24,041 +17%
WA
121
Whipplewood Advisors
Colorado
$36.1K +$36.4K +2,211 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$32K -$51.6K -3,135 -62%
CWC
123
Carolinas Wealth Consulting
North Carolina
$27.6K
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.1K -$3.59K -218 -15%
SWM
125
Spire Wealth Management
Virginia
$18.3K +$18.4K +1,120 New

RYLD Hedge Fund Activity: Q4 2024 in Review

142 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Global X Russell 2000 Covered Call ETF (RYLD) for Q4 2024, worth a combined $1.19B — up 257% from $333M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RYLD positions and 19 closed out — a net gain of 11 holders — while 56 added to existing stakes and 43 trimmed.

The largest buyer was HUB Investment Partners, adding an estimated $5.01M. The largest seller was International Assets Investment Management, cutting an estimated $139M.

  • 142 institutional investors held Global X Russell 2000 Covered Call ETF (RYLD) as of Q4 2024, up from 134 in Q3 2024.
  • Funds reported $1.19B of Global X Russell 2000 Covered Call ETF stock for Q4 2024, up 257% quarter-over-quarter.
  • 30 funds opened new Global X Russell 2000 Covered Call ETF positions in Q4 2024 and 19 closed out, a net change of +11 holders.
  • The largest Global X Russell 2000 Covered Call ETF buyer in Q4 2024 was HUB Investment Partners, an estimated $5.01M added.
  • The largest Global X Russell 2000 Covered Call ETF seller in Q4 2024 was International Assets Investment Management, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2024.