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Global X Dow 30 Covered Call ETF

33 hedge funds and large institutions have $26.6M invested in Global X Dow 30 Covered Call ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

26% more capital invested

Capital invested by funds: $21.1M → $26.6M (+$5.51M)

14% more funds holding

Funds holding: 2933 (+4)

6.16% more ownership

Funds ownership: 27.27%33.44% (+6.2%)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
12
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$7.48M +$2.39M +108,432 +45%
XF
2
XML Financial
Maryland
$5.24M +$3.19M +144,690 +144%
JWCA
3
J.W. Cole Advisors
Florida
$2.58M +$255K +11,584 +11%
NAS
4
NWF Advisory Services
California
$1.94M +$60.6K +2,750 +3%
LPL Financial
5
LPL Financial
California
$1.5M +$570K +25,861 +58%
RJA
6
Raymond James & Associates
Florida
$953K +$985K +44,660 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$763K +$645K +29,254 +450%
PPW
8
Pasadena Private Wealth
California
$722K -$4.76K -216 -0.6%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$709K -$224K -10,163 -23%
PWM
10
Prosperity Wealth Management
California
$481K -$27.1K -1,229 -5%
AWM
11
AE Wealth Management
Kansas
$413K +$7.56K +343 +2%
KPWS
12
Kestra Private Wealth Services
Texas
$412K +$425K +19,289 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$398K +$86.3K +3,913 +27%
CAG
14
Csenge Advisory Group
Florida
$371K +$6.48K +294 +2%
BWA
15
Beam Wealth Advisors
Louisiana
$338K +$3.99K +181 +1%
HI
16
Harbour Investments
Wisconsin
$332K +$17.6K +800 +5%
VAM
17
Verity Asset Management
North Carolina
$311K +$321K +14,569 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$271K -$133K -6,025 -32%
CW
19
Channel Wealth
California
$242K
ASN
20
Advisory Services Network
Georgia
$239K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$236K +$244K +11,074 New
Morgan Stanley
22
Morgan Stanley
New York
$175K +$181K +8,200 New
FFA
23
Founders Financial Alliance
North Carolina
$152K +$11.8K +533 +8%
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$133K -$309 -14 -0.2%
Comerica Bank
25
Comerica Bank
Texas
$84.4K +$87.2K +3,955 New

DJIA Hedge Fund Activity: Q3 2023 in Review

33 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Global X Dow 30 Covered Call ETF (DJIA) for Q3 2023, worth a combined $26.6M — up 26% from $21.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DJIA positions and 7 closed out — a net gain of 4 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was XML Financial, adding an estimated $3.19M. The largest seller was Jane Street, exiting entirely with an estimated $869K sold.

  • 33 institutional investors held Global X Dow 30 Covered Call ETF (DJIA) as of Q3 2023, up from 29 in Q2 2023.
  • Funds reported $26.6M of Global X Dow 30 Covered Call ETF stock for Q3 2023, up 26% quarter-over-quarter.
  • 11 funds opened new Global X Dow 30 Covered Call ETF positions in Q3 2023 and 7 closed out, a net change of +4 holders.
  • The largest Global X Dow 30 Covered Call ETF buyer in Q3 2023 was XML Financial, an estimated $3.19M added.
  • The largest Global X Dow 30 Covered Call ETF seller in Q3 2023 was Jane Street, an estimated $869K sold.

Based on aggregated 13F filings for Q3 2023.