RYLD icon

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 %
LPL Financial
1
LPL Financial
California
$68.9M +$43.2M +2,387,446 +168%
Morgan Stanley
2
Morgan Stanley
New York
$39M +$9.99M +552,371 +35%
Bank of America
3
Bank of America
North Carolina
$34.4M +$6.92M +382,698 +25%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.5M -$176K -9,752 -0.9%
Osaic Holdings
5
Osaic Holdings
Arizona
$10.8M -$206K -11,355 -2%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$8.91M -$1.21M -66,631 -12%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.84M +$622K +34,373 +8%
CF
8
Centaurus Financial
California
$7.25M +$532K +29,425 +8%
BCM
9
Brookstone Capital Management
Illinois
$6.77M +$1.57M +87,355 +30%
Wells Fargo
10
Wells Fargo
California
$6.17M -$895K -49,502 -13%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$6.03M +$2.12M +117,057 +54%
Ameriprise
12
Ameriprise
Minnesota
$5.36M +$5.36M +296,359 New
APWA
13
Atlas Private Wealth Advisors
New Jersey
$5.05M +$3.06M +169,063 +153%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.49M -$112K -6,166 -2%
UBS Group
15
UBS Group
Switzerland
$4.47M -$3.13M -172,958 -41%
PIWA
16
Prevail Innovative Wealth Advisors
Kansas
$4.31M +$4.31M +238,104 New
AWS
17
Atria Wealth Solutions
New York
$3.21M +$206K +11,396 +7%
RJA
18
Raymond James & Associates
Florida
$3.18M +$118K +6,509 +4%
CAN
19
Cetera Advisor Networks
California
$3.04M -$534K -29,511 -15%
IA
20
IFP Advisors
Florida
$2.93M +$444K +24,518 +18%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.75M -$431K -23,818 -14%
IFWM
22
Institute for Wealth Management
Colorado
$2.67M +$353K +19,509 +15%
SFS
23
Sowell Financial Services
Arkansas
$2.59M +$2.59M +142,882 New
AI
24
Atria Investments
North Carolina
$2.06M +$2.06M +113,736 New
FCA
25
FinTrust Capital Advisors
South Carolina
$2.02M