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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 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

6% more funds holding

Funds holding: 3335 (+2)

2% less capital invested

Capital invested by funds: $29.5M → $29M (-$515K)

2.12% less ownership

Funds ownership: 32.16%30.04% (-2.1%)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
7
Closed
4
Calls
$33K
Puts
Net Calls
+$33K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.5M +$1.53M +65,584 +18%
XF
2
XML Financial
Maryland
$5.49M -$182K -7,814 -3%
JWCA
3
J.W. Cole Advisors
Florida
$2.88M +$17.3K +744 +0.6%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.73M +$135K +5,788 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.47M -$15.7K -675 -1%
Raymond James Financial
6
Raymond James Financial
Florida
$1.18M +$1.23M +52,834 New
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$662K
KPWS
8
Kestra Private Wealth Services
Texas
$584K +$24.9K +1,072 +4%
SI
9
Stephens Inc
Arkansas
$563K -$408K -17,558 -41%
Jane Street
10
Jane Street
New York
$392K -$674 -29 -0.2%
HI
11
Harbour Investments
Wisconsin
$387K
Mariner
12
Mariner
Kansas
$354K +$11K +475 +3%
CW
13
CreativeOne Wealth
Kansas
$347K +$372 +16 +0.1%
AWA
14
Arete Wealth Advisors
Illinois
$343K -$38.4K -1,652 -10%
BWA
15
Beam Wealth Advisors
Louisiana
$285K +$3.56K +153 +1%
FFA
16
Founders Financial Alliance
North Carolina
$278K +$10.3K +443 +4%
AO
17
Advisor OS
Illinois
$274K +$285K +12,243 New
MA
18
MJP Associates
Connecticut
$274K +$285K +12,243 New
CW
19
Channel Wealth
California
$250K
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$163K +$5.05K +217 +3%
BlackRock
21
BlackRock
New York
$131K +$136K +5,838 New
Comerica Bank
22
Comerica Bank
Texas
$111K
UBS Group
23
UBS Group
Switzerland
$88K +$91.3K +3,925 New
SS
24
SBI Securities
Japan
$63.4K +$65.7K +2,827 New
SPIA
25
Steward Partners Investment Advisory
New York
$44.6K

DJIA Hedge Fund Activity: Q4 2024 in Review

35 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Global X Dow 30 Covered Call ETF (DJIA) for Q4 2024, worth a combined $29M — down 1.7% from $29.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DJIA positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.53M. The largest seller was NWF Advisory Services, exiting entirely with an estimated $1.48M sold.

  • 35 institutional investors held Global X Dow 30 Covered Call ETF (DJIA) as of Q4 2024, up from 33 in Q3 2024.
  • Funds reported $29M of Global X Dow 30 Covered Call ETF stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 8 funds opened new Global X Dow 30 Covered Call ETF positions in Q4 2024 and 4 closed out, a net change of +4 holders.
  • The largest Global X Dow 30 Covered Call ETF buyer in Q4 2024 was LPL Financial, an estimated $1.53M added.
  • The largest Global X Dow 30 Covered Call ETF seller in Q4 2024 was NWF Advisory Services, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2024.