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Global X Dow 30 Covered Call ETF

19 hedge funds and large institutions have $19.3M invested in Global X Dow 30 Covered Call ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

36% more funds holding

Funds holding: 1419 (+5)

2% more capital invested

Capital invested by funds: $19M → $19.3M (+$351K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13.3% less ownership

Funds ownership: 45.25%31.95% (-13%)

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
3
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
1
TRUADVICE
Florida
$12.6M -$2.48M -114,019 -17%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.09M +$2.14M +98,499 +108%
PPW
3
Pasadena Private Wealth
California
$696K +$700K +32,247 New
PWM
4
Prosperity Wealth Management
California
$391K +$393K +18,112 New
CAG
5
Csenge Advisory Group
Florida
$352K +$355K +16,326 New
BWA
6
Beam Wealth Advisors
Louisiana
$316K -$8.93K -411 -3%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$232K +$234K +10,751 New
HI
8
Harbour Investments
Wisconsin
$218K +$220K +10,110 New
MA
9
MAS Advisors
Florida
$204K +$206K +9,462 New
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$125K +$22.1K +1,019 +21%
SPIA
11
Steward Partners Investment Advisory
New York
$42.9K +$43.2K +1,988 New
WHG
12
Westwood Holdings Group
Texas
$17K +$17.5K +804 New
IA
13
IFP Advisors
Florida
$7K
UBS Group
14
UBS Group
Switzerland
$5.03K +$5.06K +233 New
PO
15
Private Ocean
California
$2.29K +$65 +3 +3%
JP Morgan Chase
16
JP Morgan Chase
New York
$1K +$1.02K +47 New
RDFA
17
Ritter Daniher Financial Advisory
Ohio
$755 +$760 +35 New
Wells Fargo
18
Wells Fargo
California
$539
Bank of America
19
Bank of America
North Carolina
$86
GG
20
Gofen & Glossberg
Illinois
-$812K -40,000 Closed
SLWA
21
San Luis Wealth Advisors
California
-$362K -17,814 Closed
JIP
22
Jaffetilchin Investment Partners
Florida
-$298K -14,679 Closed
IAIM
23
Industrial Alliance Investment Management
Quebec, Canada
-$102K -5,000 Closed
Simplex Trading
24
Simplex Trading
Illinois
-$8K -424 Closed
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
-$2K -80 Closed

DJIA Hedge Fund Activity: Q4 2022 in Review

19 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Global X Dow 30 Covered Call ETF (DJIA) for Q4 2022, worth a combined $19.3M — up 1.9% from $19M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DJIA positions and 6 closed out — a net gain of 5 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.14M. The largest seller was TRUADVICE, cutting an estimated $2.48M.

  • 19 institutional investors held Global X Dow 30 Covered Call ETF (DJIA) as of Q4 2022, up from 14 in Q3 2022.
  • Funds reported $19.3M of Global X Dow 30 Covered Call ETF stock for Q4 2022, up 1.9% quarter-over-quarter.
  • 11 funds opened new Global X Dow 30 Covered Call ETF positions in Q4 2022 and 6 closed out, a net change of +5 holders.
  • The largest Global X Dow 30 Covered Call ETF buyer in Q4 2022 was Osaic Holdings, an estimated $2.14M added.
  • The largest Global X Dow 30 Covered Call ETF seller in Q4 2022 was TRUADVICE, an estimated $2.48M sold.

Based on aggregated 13F filings for Q4 2022.