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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.

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 Market Value Shares Shares
Change
Shares
Change %
T
1
TRUADVICE
Florida
$12.6M 574,320 -114,019 -17%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.09M 189,732 +98,499 +108%
PPW
3
Pasadena Private Wealth
California
$696K 32,247 +32,247 New
PWM
4
Prosperity Wealth Management
California
$391K 18,112 +18,112 New
CAG
5
Csenge Advisory Group
Florida
$352K 16,326 +16,326 New
BWA
6
Beam Wealth Advisors
Louisiana
$316K 14,640 -411 -3%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$232K 10,751 +10,751 New
HI
8
Harbour Investments
Wisconsin
$218K 10,110 +10,110 New
MA
9
MAS Advisors
Florida
$204K 9,462 +9,462 New
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$125K 5,788 +1,019 +21%
SPIA
11
Steward Partners Investment Advisory
New York
$42.9K 1,988 +1,988 New
WHG
12
Westwood Holdings Group
Texas
$17K 804 +804 New
IA
13
IFP Advisors
Florida
$7K 276
UBS Group
14
UBS Group
Switzerland
$5.03K 233 +233 New
PO
15
Private Ocean
California
$2.29K 107 +3 +3%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$1K 47 +47 New
RDFA
17
Ritter Daniher Financial Advisory
Ohio
$755 35 +35 New
Wells Fargo
18
Wells Fargo
California
$539 25
Bank of America
19
Bank of America
North Carolina
$86 4
GG
20
Gofen & Glossberg
Illinois
-40,000 Closed
SLWA
21
San Luis Wealth Advisors
California
-17,814 Closed
JIP
22
Jaffetilchin Investment Partners
Florida
-14,679 Closed
IAIM
23
Industrial Alliance Investment Management
Quebec, Canada
-5,000 Closed
Simplex Trading
24
Simplex Trading
Illinois
-424 Closed
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
-80 Closed