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Global X Russell 2000 Covered Call ETF

142 hedge funds and large institutions have $1.19B invested in Global X Russell 2000 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more capital invested

Capital invested by funds: $333M → $1.19B (+$856M)

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

30% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 43

6% more funds holding

Funds holding: 134142 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less call options, than puts

Call options by funds: $155K | Put options by funds: $170K

9.17% less ownership

Funds ownership: 33.16%23.99% (-9.2%)

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
56
Reduced
43
Closed
19
Calls
$155K
Puts
$170K
Net Calls
-$15K
Net Calls Change
-$361K
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$843M +$37.8K +2,299 +5%
LPL Financial
2
LPL Financial
California
$52.8M +$4.99M +303,441 +10%
Morgan Stanley
3
Morgan Stanley
New York
$40.7M -$5.17M -314,311 -11%
Bank of America
4
Bank of America
North Carolina
$37.5M +$3.51M +213,653 +10%
Wells Fargo
5
Wells Fargo
California
$16.3M +$2.54M +154,276 +18%
UBS Group
6
UBS Group
Switzerland
$15.5M +$2.99M +181,851 +24%
HIP
7
HUB Investment Partners
Texas
$15.4M +$5.01M +304,557 +48%
Raymond James Financial
8
Raymond James Financial
Florida
$13.8M +$13.8M +841,876 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13M +$330K +20,059 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.91M +$1.16M +70,249 +17%
BCM
11
Brookstone Capital Management
Illinois
$7.47M +$147K +8,966 +2%
PIWA
12
Prevail Innovative Wealth Advisors
Kansas
$6.17M -$85.2K -5,178 -1%
ACM
13
AlphaStar Capital Management
North Carolina
$5.95M +$904K +54,975 +18%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.49M +$840K +51,056 +18%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$5.46M +$434K +26,367 +9%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$5.04M +$927K +56,320 +22%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$4.35M -$381K -23,135 -8%
APWA
18
Atlas Private Wealth Advisors
New Jersey
$4.33M -$58.4K -3,552 -1%
KAS
19
Kestra Advisory Services
Texas
$4.3M +$1.09M +66,109 +34%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.19M +$15K +914 +0.4%
Ameriprise
21
Ameriprise
Minnesota
$3.97M -$14M -853,825 -78%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$3.86M +$3.89M +236,210 New
PWM
23
Palacios Wealth Management
Florida
$3.79M +$3.74M +227,257 New
VVP
24
Venture Visionary Partners
Ohio
$3.76M +$831K +50,487 +28%
IAIM
25
International Assets Investment Management
Florida
$3.48M -$139M -8,478,916 -98%

RYLD Hedge Fund Activity: Q4 2024 in Review

142 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Global X Russell 2000 Covered Call ETF (RYLD) for Q4 2024, worth a combined $1.19B — up 257% from $333M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RYLD positions and 19 closed out — a net gain of 11 holders — while 56 added to existing stakes and 43 trimmed.

The largest buyer was HUB Investment Partners, adding an estimated $5.01M. The largest seller was International Assets Investment Management, cutting an estimated $139M.

  • 142 institutional investors held Global X Russell 2000 Covered Call ETF (RYLD) as of Q4 2024, up from 134 in Q3 2024.
  • Funds reported $1.19B of Global X Russell 2000 Covered Call ETF stock for Q4 2024, up 257% quarter-over-quarter.
  • 30 funds opened new Global X Russell 2000 Covered Call ETF positions in Q4 2024 and 19 closed out, a net change of +11 holders.
  • The largest Global X Russell 2000 Covered Call ETF buyer in Q4 2024 was HUB Investment Partners, an estimated $5.01M added.
  • The largest Global X Russell 2000 Covered Call ETF seller in Q4 2024 was International Assets Investment Management, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2024.