Global X Dow 30 Covered Call ETF
DJIA
29 hedge funds and large institutions have $21.1M invested in Global X Dow 30 Covered Call ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 7 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
9% more capital invested
Capital invested by funds: $19.3M → $21.1M (+$1.77M)
7% more funds holding
Funds holding: 27 → 29 (+2)
1.36% less ownership
Funds ownership: 28.63% → 27.27% (-1.4%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
XF
XML Financial
Bethesda,
Maryland
|
+$2.2M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.52M |
| 3 |
Jane Street
New York
|
+$855K |
| 4 |
LPL Financial
San Diego,
California
|
+$608K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$416K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
TRUADVICE
Sarasota,
Florida
|
-$4.93M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.16M |
| 3 |
MA
MAS Advisors
Miami,
Florida
|
-$284K |
| 4 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$19.6K |
| 5 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
-$18.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
26
Private Trust Company
Cleveland,
Ohio
| $14.4K | +$14.2K | +650 | New |
|
|
FA
27
Fiduciary Alliance
Greenville,
South Carolina
| $13K | +$12.8K | +588 | New |
|
28
Bank of America
Charlotte,
North Carolina
| $89 | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $89 | +$87 | +4 | New |
|
|
T
30
TRUADVICE
Sarasota,
Florida
| – | -$4.93M | -225,862 | Closed |
|
|
MA
31
MAS Advisors
Miami,
Florida
| – | -$284K | -13,059 | Closed |
|
32
Simplex Trading
Chicago,
Illinois
| – | -$11K | -512 | Closed |
|
|
AAS
33
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$7.63K | -350 | Closed |
|
|
PO
34
Private Ocean
San Rafael,
California
| – | -$2.38K | -110 | Closed |
|
35
JP Morgan Chase
New York
| – | -$1.1K | -51 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | -$22 | -1 | Closed |
|
DJIA Hedge Fund Activity: Q2 2023 in Review
29 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Global X Dow 30 Covered Call ETF (DJIA) for Q2 2023, worth a combined $21.1M — up 9.2% from $19.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DJIA positions and 7 closed out — a net gain of 2 holders — while 11 added to existing stakes and 3 trimmed.
The largest buyer was XML Financial, opening a new position worth an estimated $2.2M. The largest seller was TRUADVICE, exiting entirely with an estimated $4.93M sold.
- 29 institutional investors held Global X Dow 30 Covered Call ETF (DJIA) as of Q2 2023, up from 27 in Q1 2023.
- Funds reported $21.1M of Global X Dow 30 Covered Call ETF stock for Q2 2023, up 9.2% quarter-over-quarter.
- 9 funds opened new Global X Dow 30 Covered Call ETF positions in Q2 2023 and 7 closed out, a net change of +2 holders.
- The largest Global X Dow 30 Covered Call ETF buyer in Q2 2023 was XML Financial, an estimated $2.2M added.
- The largest Global X Dow 30 Covered Call ETF seller in Q2 2023 was TRUADVICE, an estimated $4.93M sold.
Based on aggregated 13F filings for Q2 2023.