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Global X Dow 30 Covered Call ETF

36 hedge funds and large institutions have $26M invested in Global X Dow 30 Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

9% more funds holding

Funds holding: 3336 (+3)

2% less capital invested

Capital invested by funds: $26.6M → $26M (-$639K)

2.72% less ownership

Funds ownership: 33.44%30.72% (-2.7%)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XF
1
XML Financial
Maryland
$5.43M +$51K +2,373 +1%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.2M -$3.41M -158,463 -45%
JWCA
3
J.W. Cole Advisors
Florida
$2.75M +$100K +4,659 +4%
LPL Financial
4
LPL Financial
California
$2.54M +$989K +45,992 +66%
NAS
5
NWF Advisory Services
California
$1.88M -$112K -5,200 -6%
Jane Street
6
Jane Street
New York
$892K +$875K +40,702 New
PPW
7
Pasadena Private Wealth
California
$770K +$28.3K +1,317 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$768K +$352K +16,388 +88%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$728K -$54.4K -2,529 -7%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$717K +$465K +21,641 +195%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$647K -$79.2K -3,682 -11%
AWA
12
Arete Wealth Advisors
Illinois
$572K +$561K +26,111 New
PWM
13
Prosperity Wealth Management
California
$497K +$2.88K +134 +0.6%
KPWS
14
Kestra Private Wealth Services
Texas
$434K +$11K +510 +3%
RJA
15
Raymond James & Associates
Florida
$400K -$567K -26,390 -59%
HI
16
Harbour Investments
Wisconsin
$341K
VAM
17
Verity Asset Management
North Carolina
$310K -$9.14K -425 -3%
SI
18
Stephens Inc
Arkansas
$303K +$297K +13,818 New
BWA
19
Beam Wealth Advisors
Louisiana
$279K -$66.3K -3,086 -20%
CW
20
Channel Wealth
California
$244K -$4.39K -204 -2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$232K -$45.6K -2,119 -17%
Wolverine Trading
22
Wolverine Trading
Illinois
$213K +$209K +9,742 New
FFA
23
Founders Financial Alliance
North Carolina
$207K +$50K +2,326 +33%
ASN
24
Advisory Services Network
Georgia
$140K -$103K -4,810 -43%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$138K +$1.44K +67 +1%

DJIA Hedge Fund Activity: Q4 2023 in Review

36 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Global X Dow 30 Covered Call ETF (DJIA) for Q4 2023, worth a combined $26M — down 2.4% from $26.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DJIA positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $989K. The largest seller was Osaic Holdings, cutting an estimated $3.41M.

  • 36 institutional investors held Global X Dow 30 Covered Call ETF (DJIA) as of Q4 2023, up from 33 in Q3 2023.
  • Funds reported $26M of Global X Dow 30 Covered Call ETF stock for Q4 2023, down 2.4% quarter-over-quarter.
  • 6 funds opened new Global X Dow 30 Covered Call ETF positions in Q4 2023 and 3 closed out, a net change of +3 holders.
  • The largest Global X Dow 30 Covered Call ETF buyer in Q4 2023 was LPL Financial, an estimated $989K added.
  • The largest Global X Dow 30 Covered Call ETF seller in Q4 2023 was Osaic Holdings, an estimated $3.41M sold.

Based on aggregated 13F filings for Q4 2023.