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Global X Dow 30 Covered Call ETF
DJIA

Overview Fund Activity

26 hedge funds and large institutions have $17.4M invested in Global X Dow 30 Covered Call ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+7
Holders Change %
+36.84%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
10
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$1.41M
2
JWCA
J.W. Cole Advisors
Florida
+$849K
3
Osaic Holdings
Osaic Holdings
Arizona
+$757K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$708K
5
AWA
Arete Wealth Advisors
Illinois
+$368K

Top Sellers

1
T
TRUADVICE
Florida
-$7.6M
2
PWM
Prosperity Wealth Management
California
-$21.6K
3
WHG
Westwood Holdings Group
Texas
-$17K
4
IA
IFP Advisors
Florida
-$7K
5
UBS Group
UBS Group
Switzerland
-$5.03K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$22 +$22 +1 New
WHG
27
Westwood Holdings Group
Texas
– -$17K -804 Closed
IA
28
IFP Advisors
Florida
– -$7K -276 Closed
UBS Group
29
UBS Group
Switzerland
– -$5.03K -233 Closed
RDFA
30
Ritter Daniher Financial Advisory
Ohio
– -$755 -35 Closed
Wells Fargo
31
Wells Fargo
California
– -$539 -25 Closed
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