Global X Dow 30 Covered Call ETF
DJIA
27 hedge funds and large institutions have $19.3M invested in Global X Dow 30 Covered Call ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 5 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 2
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
42% more funds holding
Funds holding: 19 → 27 (+8)
0% more capital invested
Capital invested by funds: $19.3M → $19.3M (+$29.6K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.32% less ownership
Funds ownership: 31.95% → 28.63% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$1.43M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$857K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$763K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$715K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$372K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
TRUADVICE
Sarasota,
Florida
|
-$7.64M |
| 2 |
PWM
Prosperity Wealth Management
San Ramon,
California
|
-$21.8K |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$17K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.03K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $87 | – | – | – |
|
27
Fidelity Investments
Boston,
Massachusetts
| $22 | +$22 | +1 | New |
|
|
WHG
28
Westwood Holdings Group
Dallas,
Texas
| – | -$17K | -804 | Closed |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| – | -$7K | -276 | Closed |
|
|
30
UBS Group
Zurich,
Switzerland
| – | -$5.03K | -233 | Closed |
|
|
RDFA
31
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| – | -$755 | -35 | Closed |
|
32
Wells Fargo
San Francisco,
California
| – | -$539 | -25 | Closed |
|
DJIA Hedge Fund Activity: Q1 2023 in Review
27 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Global X Dow 30 Covered Call ETF (DJIA) for Q1 2023, worth a combined $19.3M — up 0.15% from $19.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DJIA positions and 5 closed out — a net gain of 8 holders — while 10 added to existing stakes and 2 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $1.43M. The largest seller was TRUADVICE, cutting an estimated $7.64M.
- 27 institutional investors held Global X Dow 30 Covered Call ETF (DJIA) as of Q1 2023, up from 19 in Q4 2022.
- Funds reported $19.3M of Global X Dow 30 Covered Call ETF stock for Q1 2023, up 0.15% quarter-over-quarter.
- 13 funds opened new Global X Dow 30 Covered Call ETF positions in Q1 2023 and 5 closed out, a net change of +8 holders.
- The largest Global X Dow 30 Covered Call ETF buyer in Q1 2023 was Stifel Financial, an estimated $1.43M added.
- The largest Global X Dow 30 Covered Call ETF seller in Q1 2023 was TRUADVICE, an estimated $7.64M sold.
Based on aggregated 13F filings for Q1 2023.