Global X Russell 2000 Covered Call ETF
RYLD
135 hedge funds and large institutions have $335M invested in Global X Russell 2000 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 18 closing their positions.
307% more call options, than puts
Call options by funds: $728K | Put options by funds: $179K
50% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 18
31% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 39
8% more capital invested
Capital invested by funds: $310M → $335M (+$24.4M)
6% more funds holding
Funds holding: 127 → 135 (+8)
2.43% more ownership
Funds ownership: 20.64% → 23.08% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$33.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.37M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.83M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.86M |
| 5 |
Jane Street
New York
|
+$2.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$19.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.7M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.05M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.49M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.11M |
RYLD Hedge Fund Activity: Q4 2023 in Review
135 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Global X Russell 2000 Covered Call ETF (RYLD) for Q4 2023, worth a combined $335M — up 7.9% from $310M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new RYLD positions and 18 closed out — a net gain of 9 holders — while 51 added to existing stakes and 39 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $33.4M. The largest seller was LPL Financial, cutting an estimated $19.2M.
- 135 institutional investors held Global X Russell 2000 Covered Call ETF (RYLD) as of Q4 2023, up from 127 in Q3 2023.
- Funds reported $335M of Global X Russell 2000 Covered Call ETF stock for Q4 2023, up 7.9% quarter-over-quarter.
- 27 funds opened new Global X Russell 2000 Covered Call ETF positions in Q4 2023 and 18 closed out, a net change of +9 holders.
- The largest Global X Russell 2000 Covered Call ETF buyer in Q4 2023 was Morgan Stanley, an estimated $33.4M added.
- The largest Global X Russell 2000 Covered Call ETF seller in Q4 2023 was LPL Financial, an estimated $19.2M sold.
Based on aggregated 13F filings for Q4 2023.