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Global X Dow 30 Covered Call ETF

37 hedge funds and large institutions have $30M invested in Global X Dow 30 Covered Call ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $26M → $30M (+$4.01M)

5.04% more ownership

Funds ownership: 30.72%35.76% (+5%)

3% more funds holding

Funds holding: 3637 (+1)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.86M +$3.15M +141,196 +122%
XF
2
XML Financial
Maryland
$5.25M -$388K -17,392 -7%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.45M -$907K -40,615 -21%
JWCA
4
J.W. Cole Advisors
Florida
$2.85M -$8.62K -386 -0.3%
NAS
5
NWF Advisory Services
California
$1.89M -$59.2K -2,650 -3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.39M +$631K +28,275 +86%
Jane Street
7
Jane Street
New York
$977K +$48.3K +2,163 +5%
PPW
8
Pasadena Private Wealth
California
$856K +$54.2K +2,426 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$852K +$92.4K +4,138 +12%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$693K -$103K -4,618 -13%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$673K
AWA
12
Arete Wealth Advisors
Illinois
$588K -$7.41K -332 -1%
KPWS
13
Kestra Private Wealth Services
Texas
$512K +$59.1K +2,645 +13%
RJA
14
Raymond James & Associates
Florida
$442K +$25.4K +1,138 +6%
OMC
15
Old Mission Capital
Illinois
$397K +$389K +17,403 New
CCAL
16
City Center Advisors LLC
Michigan
$375K +$367K +16,440 New
HI
17
Harbour Investments
Wisconsin
$366K +$11.2K +500 +3%
VAM
18
Verity Asset Management
North Carolina
$322K -$670 -30 -0.2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$303K +$60K +2,686 +25%
BWA
20
Beam Wealth Advisors
Louisiana
$295K +$4.93K +221 +2%
CW
21
Channel Wealth
California
$254K
Mariner
22
Mariner
Kansas
$240K +$235K +10,520 New
FFA
23
Founders Financial Alliance
North Carolina
$239K +$22.8K +1,020 +11%
CA
24
Cetera Advisors
Colorado
$237K +$233K +10,417 New
NFG
25
Nations Financial Group
Iowa
$208K +$204K +9,140 New

DJIA Hedge Fund Activity: Q1 2024 in Review

37 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Global X Dow 30 Covered Call ETF (DJIA) for Q1 2024, worth a combined $30M — up 15% from $26M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DJIA positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.15M. The largest seller was Osaic Holdings, cutting an estimated $907K.

  • 37 institutional investors held Global X Dow 30 Covered Call ETF (DJIA) as of Q1 2024, up from 36 in Q4 2023.
  • Funds reported $30M of Global X Dow 30 Covered Call ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 7 funds opened new Global X Dow 30 Covered Call ETF positions in Q1 2024 and 6 closed out, a net change of +1 holder.
  • The largest Global X Dow 30 Covered Call ETF buyer in Q1 2024 was LPL Financial, an estimated $3.15M added.
  • The largest Global X Dow 30 Covered Call ETF seller in Q1 2024 was Osaic Holdings, an estimated $907K sold.

Based on aggregated 13F filings for Q1 2024.