Global X Dow 30 Covered Call ETF
DJIA
36 hedge funds and large institutions have $26M invested in Global X Dow 30 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
9% more funds holding
Funds holding: 33 → 36 (+3)
2% less capital invested
Capital invested by funds: $26.6M → $26M (-$639K)
2.72% less ownership
Funds ownership: 33.44% → 30.72% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$989K |
| 2 |
Jane Street
New York
|
+$875K |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$561K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$465K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$352K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.41M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$567K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$413K |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$371K |
| 5 |
Morgan Stanley
New York
|
-$168K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Comerica Bank
Dallas,
Texas
| $86.7K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $78.4K | +$77K | +3,580 | New |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $61.3K | +$989 | +46 | +2% |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $43.6K | – | – | – |
|
|
NFSG
30
Newbridge Financial Services Group
Boca Raton,
Florida
| $41.6K | +$10.7K | +500 | +36% |
|
|
PTC
31
Private Trust Company
Cleveland,
Ohio
| $14.2K | – | – | – |
|
|
32
Morgan Stanley
New York
| $8.85K | -$168K | -7,796 | -95% |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| $5.48K | +$5.38K | +250 | New |
|
|
DFA
34
DHJJ Financial Advisors
Naperville,
Illinois
| $3.51K | – | – | – |
|
35
Bank of America
Charlotte,
North Carolina
| $3.07K | +$2.92K | +136 | +3,400% |
|
36
Wells Fargo
San Francisco,
California
| $2.52K | – | – | – |
|
|
AWM
37
AE Wealth Management
Topeka,
Kansas
| – | -$413K | -19,333 | Closed |
|
|
CAG
38
Csenge Advisory Group
Clearwater,
Florida
| – | -$371K | -17,389 | Closed |
|
39
Simplex Trading
Chicago,
Illinois
| – | -$5K | -278 | Closed |
|
DJIA Hedge Fund Activity: Q4 2023 in Review
36 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Global X Dow 30 Covered Call ETF (DJIA) for Q4 2023, worth a combined $26M — down 2.4% from $26.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DJIA positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, adding an estimated $989K. The largest seller was Osaic Holdings, cutting an estimated $3.41M.
- 36 institutional investors held Global X Dow 30 Covered Call ETF (DJIA) as of Q4 2023, up from 33 in Q3 2023.
- Funds reported $26M of Global X Dow 30 Covered Call ETF stock for Q4 2023, down 2.4% quarter-over-quarter.
- 6 funds opened new Global X Dow 30 Covered Call ETF positions in Q4 2023 and 3 closed out, a net change of +3 holders.
- The largest Global X Dow 30 Covered Call ETF buyer in Q4 2023 was LPL Financial, an estimated $989K added.
- The largest Global X Dow 30 Covered Call ETF seller in Q4 2023 was Osaic Holdings, an estimated $3.41M sold.
Based on aggregated 13F filings for Q4 2023.