We are live on ! Find out more
DJIA icon

Global X Dow 30 Covered Call ETF

49 hedge funds and large institutions have $42.8M invested in Global X Dow 30 Covered Call ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

0% more capital invested

Capital invested by funds: $42.6M → $42.8M (+$156K)

2% less funds holding

Funds holding: 5049 (-1)

4.85% less ownership

Funds ownership: 32.19%27.35% (-4.8%)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
15
Closed
10
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sonoma Allocations
California
$231K
FFA
27
Founders Financial Alliance
North Carolina
$212K -$64.9K -2,920 -23%
PTC
28
Private Trust Company
Ohio
$198K
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$157K
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$114K +$115K +5,170 New
Comerica Bank
31
Comerica Bank
Texas
$111K +$1.67K +75 +2%
IA
32
IFP Advisors
Florida
$93.5K +$1.33K +60 +1%
FHA
33
Flagship Harbor Advisors
Massachusetts
$75.1K +$75.8K +3,412 New
SS
34
SBI Securities
Japan
$62.4K -$2.78K -125 -4%
SPIA
35
Steward Partners Investment Advisory
New York
$43.7K
KAS
36
Kestra Advisory Services
Texas
$36.6K +$37K +1,664 New
Simplex Trading
37
Simplex Trading
Illinois
$31.7K +$24.5K +1,103 +327%
FFA
38
Farther Finance Advisors
California
$26.1K +$222 +10 +0.8%
NFSG
39
Newbridge Financial Services Group
Florida
$20.2K -$22.2K -1,000 -52%
Morgan Stanley
40
Morgan Stanley
New York
$12.2K -$11.5K -518 -48%
RF
41
Rossby Financial
Florida
$10.8K +$755 +34 +7%
AWM
42
AE Wealth Management
Kansas
$10.1K
TCM
43
Triumph Capital Management
Colorado
$8.8K +$8.88K +400 New
DFA
44
DHJJ Financial Advisors
Illinois
$3.57K
RFP
45
Root Financial Partners
California
$2.27K +$2.29K +103 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$2.03K -$911 -41 -31%
UBS Group
47
UBS Group
Switzerland
$1.43K +$1.44K +65 New
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$1.36K -$179K -8,077 -99%
Wells Fargo
49
Wells Fargo
California
$27 +$22 +1 New
NA
50
NewEdge Advisors
Louisiana
-$592K -33,451 Closed

DJIA Hedge Fund Activity: Q4 2025 in Review

49 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Global X Dow 30 Covered Call ETF (DJIA) for Q4 2025, worth a combined $42.8M — up 0.37% from $42.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DJIA and 9 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 19 added.

The largest buyer was LPL Financial, adding an estimated $1.32M. The largest seller was J.W. Cole Advisors, cutting an estimated $899K.

  • 49 institutional investors held Global X Dow 30 Covered Call ETF (DJIA) as of Q4 2025, down from 50 in Q3 2025.
  • Funds reported $42.8M of Global X Dow 30 Covered Call ETF stock for Q4 2025, up 0.37% quarter-over-quarter.
  • 9 funds opened new Global X Dow 30 Covered Call ETF positions in Q4 2025 and 10 closed out, a net change of -1 holder.
  • The largest Global X Dow 30 Covered Call ETF buyer in Q4 2025 was LPL Financial, an estimated $1.32M added.
  • The largest Global X Dow 30 Covered Call ETF seller in Q4 2025 was J.W. Cole Advisors, an estimated $899K sold.

Based on aggregated 13F filings for Q4 2025.