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Global X Dow 30 Covered Call ETF

36 hedge funds and large institutions have $29.5M invested in Global X Dow 30 Covered Call ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less capital invested

Capital invested by funds: $30M → $29.5M (-$499K)

1.12% less ownership

Funds ownership: 35.76%34.65% (-1.1%)

3% less funds holding

Funds holding: 3736 (-1)

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.83M +$1.15M +51,902 +20%
XF
2
XML Financial
Maryland
$5.33M +$240K +10,792 +5%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.99M -$354K -15,962 -11%
JWCA
4
J.W. Cole Advisors
Florida
$2.78M +$15.8K +711 +0.6%
NAS
5
NWF Advisory Services
California
$1.56M -$276K -12,450 -15%
Jane Street
6
Jane Street
New York
$1.27M +$325K +14,617 +34%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.22M +$391K +17,595 +47%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.05M -$298K -13,399 -22%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$689K +$17.3K +777 +3%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$652K
KPWS
11
Kestra Private Wealth Services
Texas
$541K +$44.9K +2,022 +9%
AWA
12
Arete Wealth Advisors
Illinois
$523K -$47.7K -2,147 -8%
RJA
13
Raymond James & Associates
Florida
$426K -$3.13K -141 -0.7%
SI
14
Stephens Inc
Arkansas
$403K +$405K +18,230 New
HI
15
Harbour Investments
Wisconsin
$381K +$26.6K +1,200 +7%
CCAL
16
City Center Advisors LLC
Michigan
$375K
VAM
17
Verity Asset Management
North Carolina
$313K +$933 +42 +0.3%
BWA
18
Beam Wealth Advisors
Louisiana
$288K +$1.78K +80 +0.6%
Mariner
19
Mariner
Kansas
$272K +$39.6K +1,785 +17%
CW
20
Channel Wealth
California
$246K
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$245K -$49.4K -2,223 -17%
FFA
22
Founders Financial Alliance
North Carolina
$239K +$7.68K +346 +3%
Stifel Financial
23
Stifel Financial
Missouri
$204K +$205K +9,216 New
CW
24
CreativeOne Wealth
Kansas
$203K +$204K +9,193 New
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$158K +$12.5K +565 +9%

DJIA Hedge Fund Activity: Q2 2024 in Review

36 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Global X Dow 30 Covered Call ETF (DJIA) for Q2 2024, worth a combined $29.5M — down 1.7% from $30M a quarter earlier.

Fund positioning in DJIA was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.15M. The largest seller was Pasadena Private Wealth, exiting entirely with an estimated $856K sold.

  • 36 institutional investors held Global X Dow 30 Covered Call ETF (DJIA) as of Q2 2024, down from 37 in Q1 2024.
  • Funds reported $29.5M of Global X Dow 30 Covered Call ETF stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 5 funds opened new Global X Dow 30 Covered Call ETF positions in Q2 2024 and 5 closed out, a net change of 0 holders.
  • The largest Global X Dow 30 Covered Call ETF buyer in Q2 2024 was LPL Financial, an estimated $1.15M added.
  • The largest Global X Dow 30 Covered Call ETF seller in Q2 2024 was Pasadena Private Wealth, an estimated $856K sold.

Based on aggregated 13F filings for Q2 2024.