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Global X Russell 2000 Covered Call ETF

135 hedge funds and large institutions have $287M invested in Global X Russell 2000 Covered Call ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
60
Reduced
40
Closed
18
Calls
$338K
Puts
$415K
Net Calls
-$77K
Net Calls Change
-$626K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.6M -$35.2M -2,081,416 -47%
LPL Financial
2
LPL Financial
California
$33.9M -$12.6M -743,169 -27%
Bank of America
3
Bank of America
North Carolina
$30.1M -$439K -25,990 -1%
Ameriprise
4
Ameriprise
Minnesota
$15.3M +$2.61M +154,446 +20%
Wells Fargo
5
Wells Fargo
California
$11M +$429K +25,345 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.5M -$5.05M -298,834 -33%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.29M +$1.13M +66,837 +16%
UBS Group
8
UBS Group
Switzerland
$7.82M +$1.16M +68,633 +17%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.44M +$250K +14,773 +3%
BCM
10
Brookstone Capital Management
Illinois
$7.12M +$120K +7,102 +2%
HIP
11
HUB Investment Partners
Texas
$6.81M +$1.48M +87,672 +28%
CF
12
Centaurus Financial
California
$6.77M -$379K -22,383 -5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$5.93M +$728K +43,070 +14%
PIWA
14
Prevail Innovative Wealth Advisors
Kansas
$5.63M +$764K +45,177 +16%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.65M +$4.24M +250,744 +1,045%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.64M -$20.4K -1,205 -0.4%
RJA
17
Raymond James & Associates
Florida
$4.04M -$64K -3,787 -2%
ACM
18
AlphaStar Capital Management
North Carolina
$3.83M +$869K +51,368 +29%
CAN
19
Cetera Advisor Networks
California
$3.82M +$619K +36,611 +19%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$3.79M +$267K +15,818 +8%
FCA
21
FinTrust Capital Advisors
South Carolina
$3.23M -$59.2K -3,501 -2%
IAIM
22
International Assets Investment Management
Florida
$3.14M +$851K +50,359 +37%
MFIM
23
Mesirow Financial Investment Management
Illinois
$3M +$1.26M +74,577 +73%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.64M -$1.95M -115,563 -43%
IFWM
25
Institute for Wealth Management
Colorado
$2.56M +$326K +19,286 +15%