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Global X Dow 30 Covered Call ETF
DJIA

37 hedge funds and large institutions have $30M invested in Global X Dow 30 Covered Call ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $26M → $30M (+$4.01M)

5.04% more ownership

Funds ownership: 30.72% → 35.76% (+5%)

3% more funds holding

Funds holding: 36 → 37 (+1)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$3.15M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$631K
3
OMC
Old Mission Capital
Illinois
+$389K
4
Mariner
Mariner
Kansas
+$235K
5
CA
Cetera Advisors
Colorado
+$233K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$907K
2
PWM
Prosperity Wealth Management
California
-$497K
3
XF
XML Financial
Maryland
-$388K
4
SI
Stephens Inc
Arkansas
-$303K
5
Wolverine Trading
Wolverine Trading
Illinois
-$213K
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$148K +$6.09K +273 +4%
Comerica Bank
27
Comerica Bank
Texas
$113K +$22.3K +1,000 +25%
IA
28
IFP Advisors
Florida
$64.9K +$1.16K +52 +2%
SPIA
29
Steward Partners Investment Advisory
New York
$45.3K – – –
NFSG
30
Newbridge Financial Services Group
Florida
$43.3K – – –
AssetMark Inc
31
AssetMark Inc
California
$22.4K +$22.7K +1,015 New
PTC
32
Private Trust Company
Ohio
$14.8K – – –
Morgan Stanley
33
Morgan Stanley
New York
$11.8K +$2.57K +115 +28%
GWM
34
Geneos Wealth Management
Colorado
$5.7K – – –
DFA
35
DHJJ Financial Advisors
Illinois
$3.65K – – –
Bank of America
36
Bank of America
North Carolina
$91 -$3.04K -136 -97%
GI
37
Gradient Investments
Minnesota
$20 +$22 +1 New
PWM
38
Prosperity Wealth Management
California
– -$497K -22,692 Closed
SI
39
Stephens Inc
Arkansas
– -$303K -13,818 Closed
Wolverine Trading
40
Wolverine Trading
Illinois
– -$213K -9,742 Closed
ASN
41
Advisory Services Network
Georgia
– -$140K -6,379 Closed
UBS Group
42
UBS Group
Switzerland
– -$78.4K -3,580 Closed
Wells Fargo
43
Wells Fargo
California
– -$2.52K -115 Closed
1
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DJIA Hedge Fund Activity: Q1 2024 in Review

37 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Global X Dow 30 Covered Call ETF (DJIA) for Q1 2024, worth a combined $30M — up 15% from $26M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DJIA positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.15M. The largest seller was Osaic Holdings, cutting an estimated $907K.

  • 37 institutional investors held Global X Dow 30 Covered Call ETF (DJIA) as of Q1 2024, up from 36 in Q4 2023.
  • Funds reported $30M of Global X Dow 30 Covered Call ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 7 funds opened new Global X Dow 30 Covered Call ETF positions in Q1 2024 and 6 closed out, a net change of +1 holder.
  • The largest Global X Dow 30 Covered Call ETF buyer in Q1 2024 was LPL Financial, an estimated $3.15M added.
  • The largest Global X Dow 30 Covered Call ETF seller in Q1 2024 was Osaic Holdings, an estimated $907K sold.

Based on aggregated 13F filings for Q1 2024.