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Global X Dow 30 Covered Call ETF
DJIA

35 hedge funds and large institutions have $29M invested in Global X Dow 30 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

6% more funds holding

Funds holding: 33 → 35 (+2)

2% less capital invested

Capital invested by funds: $29.5M → $29M (-$515K)

2.12% less ownership

Funds ownership: 32.16% → 30.04% (-2.1%)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
7
Closed
4
Calls
$33K
Puts
–
Net Calls
+$33K
Net Calls Change
+$33K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.53M
2
AO
Advisor OS
Illinois
+$285K
3
MA
MJP Associates
Connecticut
+$285K
4
BlackRock
BlackRock
New York
+$136K
5
Osaic Holdings
Osaic Holdings
Arizona
+$135K

Top Sellers

Rank Fund Capital Flow
1
NAS
NWF Advisory Services
California
-$1.48M
2
SI
Stephens Inc
Arkansas
-$408K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$231K
4
XF
XML Financial
Maryland
-$182K
5
AWA
Arete Wealth Advisors
Illinois
-$38.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
26
Newbridge Financial Services Group
Florida
$42.6K – – –
Morgan Stanley
27
Morgan Stanley
New York
$21.2K +$9.84K +423 +81%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$17.4K -$4.67K -201 -21%
PTC
29
Private Trust Company
Ohio
$11.2K – – –
AWM
30
AE Wealth Management
Kansas
$10.3K +$10.7K +460 New
Simplex Trading
31
Simplex Trading
Illinois
$8K +$395 +17 +5%
DFA
32
DHJJ Financial Advisors
Illinois
$3.6K +$23 +1 +0.6%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$2.73K +$2.84K +122 New
Mirae Asset Global ETFs Holdings
34
Mirae Asset Global ETFs Holdings
Hong Kong
$1.12K -$1.86K -80 -62%
Bank of America
35
Bank of America
North Carolina
$90 – – –
NAS
36
NWF Advisory Services
California
– -$1.48M -64,300 Closed
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
– -$231K -10,011 Closed
JIP
38
Jaffetilchin Investment Partners
Florida
– -$34.6K -1,503 Closed
Wells Fargo
39
Wells Fargo
California
– -$23K -1,000 Closed
1
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DJIA Hedge Fund Activity: Q4 2024 in Review

35 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Global X Dow 30 Covered Call ETF (DJIA) for Q4 2024, worth a combined $29M — down 1.7% from $29.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DJIA positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.53M. The largest seller was NWF Advisory Services, exiting entirely with an estimated $1.48M sold.

  • 35 institutional investors held Global X Dow 30 Covered Call ETF (DJIA) as of Q4 2024, up from 33 in Q3 2024.
  • Funds reported $29M of Global X Dow 30 Covered Call ETF stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 8 funds opened new Global X Dow 30 Covered Call ETF positions in Q4 2024 and 4 closed out, a net change of +4 holders.
  • The largest Global X Dow 30 Covered Call ETF buyer in Q4 2024 was LPL Financial, an estimated $1.53M added.
  • The largest Global X Dow 30 Covered Call ETF seller in Q4 2024 was NWF Advisory Services, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2024.