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Global X Dow 30 Covered Call ETF

44 hedge funds and large institutions have $35.3M invested in Global X Dow 30 Covered Call ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

26% more funds holding

Funds holding: 3544 (+9)

22% more capital invested

Capital invested by funds: $29M → $35.3M (+$6.34M)

1.78% less ownership

Funds ownership: 30.04%28.26% (-1.8%)

Holders
44
Holders Change
+9
Holders Change %
+25.71%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
14
Reduced
8
Closed
4
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.1M +$2.82M +124,747 +29%
XF
2
XML Financial
Maryland
$6.05M +$662K +29,259 +12%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.09M +$1.44M +63,696 +52%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.63M +$193K +8,550 +13%
NAS
5
NWF Advisory Services
California
$1.37M +$1.41M +62,250 New
Raymond James Financial
6
Raymond James Financial
Florida
$1.3M +$141K +6,228 +12%
Jane Street
7
Jane Street
New York
$747K +$370K +16,342 +93%
SW
8
SteelPeak Wealth
California
$726K +$744K +32,891 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$644K -$7.53K -333 -1%
WWA
10
WCG Wealth Advisors
Nevada
$608K +$623K +27,550 New
AO
11
Advisor OS
Illinois
$575K +$312K +13,791 +113%
MA
12
MJP Associates
Connecticut
$575K +$312K +13,791 +113%
KPWS
13
Kestra Private Wealth Services
Texas
$572K -$2.51K -111 -0.4%
GLA
14
Good Life Advisors
Pennsylvania
$516K +$529K +23,379 New
HI
15
Harbour Investments
Wisconsin
$345K -$36.2K -1,600 -9%
AWA
16
Arete Wealth Advisors
Illinois
$336K -$1.76K -78 -0.5%
Mariner
17
Mariner
Kansas
$326K -$23.2K -1,026 -7%
BWA
18
Beam Wealth Advisors
Louisiana
$297K +$15.9K +704 +6%
FFA
19
Founders Financial Alliance
North Carolina
$274K +$905 +40 +0.3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$263K +$270K +11,916 New
CW
21
CreativeOne Wealth
Kansas
$254K -$89.2K -3,942 -25%
CW
22
Channel Wealth
California
$246K
ASN
23
Advisory Services Network
Georgia
$233K +$239K +10,577 New
Stifel Financial
24
Stifel Financial
Missouri
$210K +$215K +9,513 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$207K +$213K +9,397 New

DJIA Hedge Fund Activity: Q1 2025 in Review

44 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X Dow 30 Covered Call ETF (DJIA) for Q1 2025, worth a combined $35.3M — up 22% from $29M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DJIA positions and 4 closed out — a net gain of 9 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.82M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $2.88M sold.

  • 44 institutional investors held Global X Dow 30 Covered Call ETF (DJIA) as of Q1 2025, up from 35 in Q4 2024.
  • Funds reported $35.3M of Global X Dow 30 Covered Call ETF stock for Q1 2025, up 22% quarter-over-quarter.
  • 13 funds opened new Global X Dow 30 Covered Call ETF positions in Q1 2025 and 4 closed out, a net change of +9 holders.
  • The largest Global X Dow 30 Covered Call ETF buyer in Q1 2025 was LPL Financial, an estimated $2.82M added.
  • The largest Global X Dow 30 Covered Call ETF seller in Q1 2025 was J.W. Cole Advisors, an estimated $2.88M sold.

Based on aggregated 13F filings for Q1 2025.