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Global X Russell 2000 Covered Call ETF

133 hedge funds and large institutions have $331M 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, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
51
Reduced
38
Closed
18
Calls
$728K
Puts
$179K
Net Calls
+$549K
Net Calls Change
-$583K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$74M +$33.7M +2,010,789 +83%
LPL Financial
2
LPL Financial
California
$46M -$19.3M -1,154,286 -30%
Bank of America
3
Bank of America
North Carolina
$30.2M -$2.51M -150,015 -8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.4M -$6.76M -404,015 -31%
Ameriprise
5
Ameriprise
Minnesota
$12.6M +$5.41M +323,583 +75%
Wells Fargo
6
Wells Fargo
California
$10.4M +$3.86M +230,651 +59%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.11M -$301K -17,972 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.08M -$5.09M -304,131 -42%
CF
9
Centaurus Financial
California
$7.08M -$581K -34,730 -8%
BCM
10
Brookstone Capital Management
Illinois
$6.93M +$273K +16,336 +4%
UBS Group
11
UBS Group
Switzerland
$6.59M +$1.61M +96,421 +32%
ACM
12
AlphaStar Capital Management
North Carolina
$5.91M +$2.77M +81,983 +88%
HIP
13
HUB Investment Partners
Texas
$5.27M +$1.24M +73,951 +31%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$5.15M +$102K +6,078 +2%
APWA
15
Atlas Private Wealth Advisors
New Jersey
$4.89M -$49.3K -2,947 -1%
PIWA
16
Prevail Innovative Wealth Advisors
Kansas
$4.82M +$734K +43,859 +18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.61M +$170K +10,180 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.55M +$2.89M +172,620 +174%
RJA
19
Raymond James & Associates
Florida
$4.06M +$921K +55,041 +29%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$3.48M +$237K +14,176 +7%
FCA
21
FinTrust Capital Advisors
South Carolina
$3.26M +$332K +19,836 +11%
CAN
22
Cetera Advisor Networks
California
$3.17M -$57.9K -3,460 -2%
Jane Street
23
Jane Street
New York
$2.86M +$2.86M +170,684 New
MML Investors Services
24
MML Investors Services
Massachusetts
$2.85M +$2.85M +170,010 New
SFS
25
Sowell Financial Services
Arkansas
$2.67M -$8.39K -496 -0.3%