RYLD icon

Global X Russell 2000 Covered Call ETF

125 hedge funds and large institutions have $307M invested in Global X Russell 2000 Covered Call ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
63
Reduced
29
Closed
19
Calls
$1.82M
Puts
$692K
Net Calls
+$1.13M
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$66.5M +$1.53M +89,530 +2%
Morgan Stanley
2
Morgan Stanley
New York
$41.1M +$4.4M +257,902 +12%
Bank of America
3
Bank of America
North Carolina
$33.4M +$941K +55,142 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.5M +$3.17M +186,056 +16%
Osaic Holdings
5
Osaic Holdings
Arizona
$12.4M +$2.18M +127,889 +21%
CF
6
Centaurus Financial
California
$7.8M +$969K +56,780 +14%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.56M -$776K -45,484 -9%
Ameriprise
8
Ameriprise
Minnesota
$7.35M +$2.3M +134,742 +45%
Wells Fargo
9
Wells Fargo
California
$6.7M +$883K +51,731 +15%
BCM
10
Brookstone Capital Management
Illinois
$6.51M +$352K +21,472 +6%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.15M -$540K -31,666 -9%
UBS Group
12
UBS Group
Switzerland
$5.07M +$862K +50,528 +20%
APWA
13
Atlas Private Wealth Advisors
New Jersey
$5.03M +$268K +15,688 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.53M +$292K +17,094 +7%
AWS
15
Atria Wealth Solutions
New York
$4.25M +$1.22M +71,631 +40%
PIWA
16
Prevail Innovative Wealth Advisors
Kansas
$4.16M +$100K +5,872 +2%
HIP
17
HUB Investment Partners
Texas
$4.11M +$3.19M +187,179 +347%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$3.31M -$5.1M -298,661 -61%
CAN
19
Cetera Advisor Networks
California
$3.29M +$419K +24,589 +15%
RJA
20
Raymond James & Associates
Florida
$3.2M +$198K +11,625 +7%
FCA
21
FinTrust Capital Advisors
South Carolina
$2.98M +$1.15M +67,700 +63%
IA
22
IFP Advisors
Florida
$2.82M +$61.3K +3,592 +2%
SFS
23
Sowell Financial Services
Arkansas
$2.7M +$262K +15,373 +11%
IFWM
24
Institute for Wealth Management
Colorado
$2.52M -$85 -5 -0%
AI
25
Atria Investments
North Carolina
$2.02M +$75K +4,394 +4%