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Global X Dow 30 Covered Call ETF

51 hedge funds and large institutions have $60.8M invested in Global X Dow 30 Covered Call ETF in 2026 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

36% more capital invested

Capital invested by funds: $44.8M → $60.8M (+$16M)

6.21% more ownership

Funds ownership: 27.4%33.62% (+6.2%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 5151 (0)

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
20
Reduced
11
Closed
12
Calls
$27K
Puts
Net Calls
+$27K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
26
FSM Wealth Advisors
Ohio
$259K +$253K +11,687 New
BWA
27
Beam Wealth Advisors
Louisiana
$231K -$66.7K -3,080 -23%
SA
28
Sonoma Allocations
California
$220K
VAS
29
Valicenti Advisory Services
New York
$216K +$211K +9,740 New
PTC
30
Private Trust Company
Ohio
$200K
FFA
31
Founders Financial Alliance
North Carolina
$188K -$7.28K -336 -4%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$158K
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$119K +$2.21K +102 +2%
IA
34
IFP Advisors
Florida
$104K +$3.62K +167 +4%
SS
35
SBI Securities
Japan
$78.3K +$9.58K +442 +14%
CIA
36
Cape Investment Advisory
Georgia
$63.8K +$62.4K +2,880 New
IWC
37
Integrated Wealth Concepts
Massachusetts
$17.7K +$17.3K +800 New
Simplex Trading
38
Simplex Trading
Illinois
$17.4K -$11.7K -540 -41%
Group One Trading
39
Group One Trading
Illinois
$13.3K +$5.63K +260 +76%
Wells Fargo
40
Wells Fargo
California
$10.3K +$10K +463 +46,300%
Morgan Stanley
41
Morgan Stanley
New York
$10.3K -$1.95K -90 -16%
TCM
42
Triumph Capital Management
Colorado
$8.86K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$3.88K +$3.79K +175 New
DFA
44
DHJJ Financial Advisors
Illinois
$3.6K
IA
45
IFG Advisory
Georgia
$2.88K +$2.82K +130 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$2.02K
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$1.37K
AWM
48
Abound Wealth Management
Tennessee
$803 +$780 +36 New
GRP
49
Global Retirement Partners
California
$443 +$433 +20 New
KFP
50
Kerr Financial Planning
California
$23 +$22 +1 New

DJIA Hedge Fund Activity: Q2 2026 in Review

51 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Global X Dow 30 Covered Call ETF (DJIA) for Q2 2026, worth a combined $60.8M — up 36% from $44.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DJIA positions and 12 closed out — a net gain of 1 holder — while 20 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.79M. The largest seller was Massar Capital Management, exiting entirely with an estimated $848K sold.

  • 51 institutional investors held Global X Dow 30 Covered Call ETF (DJIA) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $60.8M of Global X Dow 30 Covered Call ETF stock for Q2 2026, up 36% quarter-over-quarter.
  • 13 funds opened new Global X Dow 30 Covered Call ETF positions in Q2 2026 and 12 closed out, a net change of +1 holder.
  • The largest Global X Dow 30 Covered Call ETF buyer in Q2 2026 was LPL Financial, an estimated $6.79M added.
  • The largest Global X Dow 30 Covered Call ETF seller in Q2 2026 was Massar Capital Management, an estimated $848K sold.

Based on aggregated 13F filings for Q2 2026.