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Global X Dow 30 Covered Call ETF

29 hedge funds and large institutions have $21.1M invested in Global X Dow 30 Covered Call ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $19.3M → $21.1M (+$1.77M)

7% more funds holding

Funds holding: 2729 (+2)

1.36% less ownership

Funds ownership: 28.63%27.27% (-1.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
11
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$5.34M +$378K +17,361 +8%
JWCA
2
J.W. Cole Advisors
Florida
$2.41M +$1.52M +70,000 +179%
XF
3
XML Financial
Maryland
$2.23M +$2.2M +100,764 New
NAS
4
NWF Advisory Services
California
$1.95M
LPL Financial
5
LPL Financial
California
$979K +$608K +27,928 +171%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$960K
Jane Street
7
Jane Street
New York
$869K +$855K +39,258 New
PPW
8
Pasadena Private Wealth
California
$753K -$19.6K -901 -3%
OMC
9
Old Mission Capital
Illinois
$715K +$416K +19,095 +144%
PWM
10
Prosperity Wealth Management
California
$526K +$145K +6,670 +39%
AWA
11
Arete Wealth Advisors
Illinois
$486K +$109K +4,995 +29%
AWM
12
AE Wealth Management
Kansas
$420K +$414K +18,990 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$415K +$162K +7,421 +66%
Citadel Advisors
14
Citadel Advisors
Florida
$412K +$406K +18,637 New
CAG
15
Csenge Advisory Group
Florida
$378K +$5.75K +264 +2%
BWA
16
Beam Wealth Advisors
Louisiana
$346K -$18.3K -838 -5%
HI
17
Harbour Investments
Wisconsin
$326K +$40K +1,838 +14%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$326K +$321K +14,739 New
Stifel Financial
19
Stifel Financial
Missouri
$266K -$1.16M -53,052 -82%
CW
20
Channel Wealth
California
$251K
ASN
21
Advisory Services Network
Georgia
$248K
FFA
22
Founders Financial Alliance
North Carolina
$146K +$144K +6,592 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$144K +$128K +5,876 +949%
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$138K +$3.2K +147 +2%
SPIA
25
Steward Partners Investment Advisory
New York
$44K

DJIA Hedge Fund Activity: Q2 2023 in Review

29 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Global X Dow 30 Covered Call ETF (DJIA) for Q2 2023, worth a combined $21.1M — up 9.2% from $19.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DJIA positions and 7 closed out — a net gain of 2 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was XML Financial, opening a new position worth an estimated $2.2M. The largest seller was TRUADVICE, exiting entirely with an estimated $4.93M sold.

  • 29 institutional investors held Global X Dow 30 Covered Call ETF (DJIA) as of Q2 2023, up from 27 in Q1 2023.
  • Funds reported $21.1M of Global X Dow 30 Covered Call ETF stock for Q2 2023, up 9.2% quarter-over-quarter.
  • 9 funds opened new Global X Dow 30 Covered Call ETF positions in Q2 2023 and 7 closed out, a net change of +2 holders.
  • The largest Global X Dow 30 Covered Call ETF buyer in Q2 2023 was XML Financial, an estimated $2.2M added.
  • The largest Global X Dow 30 Covered Call ETF seller in Q2 2023 was TRUADVICE, an estimated $4.93M sold.

Based on aggregated 13F filings for Q2 2023.