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Global X Dow 30 Covered Call ETF
DJIA

Overview Fund Activity

26 hedge funds and large institutions have $17.4M invested in Global X Dow 30 Covered Call ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+7
Holders Change %
+36.84%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
10
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$1.41M
2
JWCA
J.W. Cole Advisors
Florida
+$849K
3
Osaic Holdings
Osaic Holdings
Arizona
+$757K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$708K
5
AWA
Arete Wealth Advisors
Illinois
+$368K

Top Sellers

1
T
TRUADVICE
Florida
-$7.6M
2
PWM
Prosperity Wealth Management
California
-$21.6K
3
WHG
Westwood Holdings Group
Texas
-$17K
4
IA
IFP Advisors
Florida
-$7K
5
UBS Group
UBS Group
Switzerland
-$5.03K
Name Holding Trade Value Shares
Change 		Shares
Change %
T
1
TRUADVICE
Florida
$4.93M -$7.6M -348,458 -61%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.88M +$757K +34,804 +18%
Stifel Financial
3
Stifel Financial
Missouri
$1.41M +$1.41M +65,094 New
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$941K +$708K +32,607 +303%
JWCA
5
J.W. Cole Advisors
Florida
$849K +$849K +39,100 New
PPW
6
Pasadena Private Wealth
California
$758K +$58.3K +2,687 +8%
PWM
7
Prosperity Wealth Management
California
$372K -$21.6K -995 -5%
AWA
8
Arete Wealth Advisors
Illinois
$368K +$368K +16,968 New
CAG
9
Csenge Advisory Group
Florida
$365K +$11K +505 +3%
BWA
10
Beam Wealth Advisors
Louisiana
$358K +$40K +1,842 +13%
LPL Financial
11
LPL Financial
California
$354K +$354K +16,320 New
OMC
12
Old Mission Capital
Illinois
$287K +$287K +13,219 New
MA
13
MAS Advisors
Florida
$284K +$78.1K +3,597 +38%
HI
14
Harbour Investments
Wisconsin
$280K +$60.8K +2,800 +28%
CW
15
Channel Wealth
California
$246K +$246K +11,333 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$246K +$246K +11,324 New
ASN
17
Advisory Services Network
Georgia
$243K +$243K +11,189 New
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$133K +$7.21K +333 +6%
SPIA
19
Steward Partners Investment Advisory
New York
$43.2K – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$13K +$13K +619 New
Simplex Trading
21
Simplex Trading
Illinois
$11K +$11K +512 New
AAS
22
Ameritas Advisory Services
Nebraska
$7.63K +$7.63K +350 New
PO
23
Private Ocean
California
$2.38K +$65 +3 +3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$1.1K +$86 +4 +9%
Bank of America
25
Bank of America
North Carolina
$87 – – –
1
2