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Global X Dow 30 Covered Call ETF

35 hedge funds and large institutions have $29M invested in Global X Dow 30 Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
7
Closed
3
Calls
$33K
Puts
Net Calls
+$33K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$9.5M +$1.47M +65,584 +18%
XF
2
XML Financial
Maryland
$5.49M -$175K -7,814 -3%
JWCA
3
J.W. Cole Advisors
Florida
$2.88M +$16.7K +744 +0.6%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.73M +$130K +5,788 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.47M -$15.1K -675 -1%
Raymond James Financial
6
Raymond James Financial
Florida
$1.18M +$1.18M +52,834 New
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$662K
KPWS
8
Kestra Private Wealth Services
Texas
$584K +$24K +1,072 +4%
SI
9
Stephens Inc
Arkansas
$563K -$394K -17,558 -41%
Jane Street
10
Jane Street
New York
$392K -$650 -29 -0.2%
HI
11
Harbour Investments
Wisconsin
$387K
Mariner
12
Mariner
Kansas
$354K +$10.6K +475 +3%
CW
13
CreativeOne Wealth
Kansas
$347K +$359 +16 +0.1%
AWA
14
Arete Wealth Advisors
Illinois
$343K -$37K -1,652 -10%
BWA
15
Beam Wealth Advisors
Louisiana
$285K +$3.43K +153 +1%
FFA
16
Founders Financial Alliance
North Carolina
$278K +$9.93K +443 +4%
MA
17
MJP Associates
Connecticut
$274K +$274K +12,243 New
AO
18
Advisor OS
Illinois
$274K +$274K +12,243 New
CW
19
Channel Wealth
California
$250K
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$163K +$4.87K +217 +3%
BlackRock
21
BlackRock
New York
$131K +$131K +5,838 New
Comerica Bank
22
Comerica Bank
Texas
$111K
UBS Group
23
UBS Group
Switzerland
$88K +$88K +3,925 New
SS
24
SBI Securities
Japan
$63.4K +$63.4K +2,827 New
SPIA
25
Steward Partners Investment Advisory
New York
$44.6K