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Global X Russell 2000 Covered Call ETF

129 hedge funds and large institutions have $311M invested in Global X Russell 2000 Covered Call ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,686% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $57K

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

33% more capital invested

Capital invested by funds: $234M → $311M (+$76.8M)

6% more funds holding

Funds holding: 122129 (+7)

3.49% more ownership

Funds ownership: 16.76%20.26% (+3.5%)

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
2.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
55
Reduced
35
Closed
16
Calls
$1.02M
Puts
$57K
Net Calls
+$961K
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
126
William Blair & Company
Illinois
$633 -$68.4K -3,795 -99%
AF
127
Advisornet Financial
Minnesota
$472 +$18 +1 +4%
LFG
128
Larson Financial Group
Missouri
$443 +$18 +1 +4%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$163 +$162 +9 New
BAM
130
Belpointe Asset Management
Nevada
-$1.49M -83,125 Closed
TC
131
TownSquare Capital
Utah
-$1.13M -62,695 Closed
DI
132
DFPG Investments
Utah
-$1.09M -60,766 Closed
KA
133
Kovack Advisors
Florida
-$606K -33,602 Closed
Koshinski Asset Management
134
Koshinski Asset Management
Illinois
-$421K -23,468 Closed
VFA
135
Valeo Financial Advisors
Indiana
-$293K -16,325 Closed
CPIG
136
Chicago Partners Investment Group
Illinois
-$254K -14,112 Closed
MML Investors Services
137
MML Investors Services
Massachusetts
-$225K -12,515 Closed
CT
138
Cambridge Trust
Massachusetts
-$66K -3,675 Closed
AAS
139
Ameritas Advisory Services
Nebraska
-$61.4K -3,418 Closed
MWM
140
Mascoma Wealth Management
New Hampshire
-$5.39K -300 Closed
CG
141
Cutler Group
California
-$2.11K -117 Closed
PO
142
Private Ocean
California
-$2K -112 Closed
BTI
143
Blue Trust Inc
Georgia
-$2K -105 Closed
JP Morgan Chase
144
JP Morgan Chase
New York
-$907 -51 Closed
GI
145
Gradient Investments
Minnesota
-$611 -34 Closed

RYLD Hedge Fund Activity: Q2 2023 in Review

129 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Global X Russell 2000 Covered Call ETF (RYLD) for Q2 2023, worth a combined $311M — up 33% from $234M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RYLD positions and 16 closed out — a net gain of 8 holders — while 55 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $43M. The largest seller was UBS Group, cutting an estimated $3.12M.

  • 129 institutional investors held Global X Russell 2000 Covered Call ETF (RYLD) as of Q2 2023, up from 122 in Q1 2023.
  • Funds reported $311M of Global X Russell 2000 Covered Call ETF stock for Q2 2023, up 33% quarter-over-quarter.
  • 24 funds opened new Global X Russell 2000 Covered Call ETF positions in Q2 2023 and 16 closed out, a net change of +8 holders.
  • The largest Global X Russell 2000 Covered Call ETF buyer in Q2 2023 was LPL Financial, an estimated $43M added.
  • The largest Global X Russell 2000 Covered Call ETF seller in Q2 2023 was UBS Group, an estimated $3.12M sold.

Based on aggregated 13F filings for Q2 2023.