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State Street SPDR Global Dow ETF

33 hedge funds and large institutions have $24.5M invested in State Street SPDR Global Dow ETF in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $23.8M → $24.5M (+$692K)

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.39% less ownership

Funds ownership: 26.43%26.04% (-0.39%)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1
Intact Investment Management
Quebec, Canada
$9.67M
FAAS
2
First Allied Advisory Services
California
$3.21M -$15.2K -176 -0.5%
Jane Street
3
Jane Street
New York
$2.32M -$309K -3,585 -12%
RC
4
Roundview Capital
New Jersey
$1.9M
Citadel Advisors
5
Citadel Advisors
Florida
$1.62M -$808K -9,366 -34%
BRWA
6
B. Riley Wealth Advisors
Florida
$847K +$15.2K +176 +2%
Morgan Stanley
7
Morgan Stanley
New York
$705K +$8.46K +98 +1%
Bank of America
8
Bank of America
North Carolina
$696K -$145K -1,678 -18%
MIC
9
Meridian Investment Counsel
California
$656K
Wells Fargo
10
Wells Fargo
California
$504K -$55.4K -642 -10%
SWP
11
Stratos Wealth Partners
Ohio
$482K -$24.5K -284 -5%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$430K +$179K +2,069 +76%
LPL Financial
13
LPL Financial
California
$229K +$220K +2,553 New
WB
14
Webster Bank
Connecticut
$202K
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$177K -$91.6K -1,061 -35%
SFSG
16
Stearns Financial Services Group
North Carolina
$151K
JPLA
17
Joseph P. Lucia & Associates
New York
$148K +$30.2K +350 +27%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$107K
NSIM
19
North Star Investment Management
Illinois
$101K
PA
20
Parallel Advisors
California
$97K
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69.7K
CCM
22
Covington Capital Management
California
$51K -$8.63K -100 -15%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$28K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$25K
AIA
25
Arcadia Investment Advisors
Idaho
$11.9K

DGT Hedge Fund Activity: Q4 2019 in Review

33 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Global Dow ETF (DGT) for Q4 2019, worth a combined $24.5M — up 2.9% from $23.8M a quarter earlier.

Fund positioning in DGT was balanced in Q4 2019: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $220K. The largest seller was Citadel Advisors, cutting an estimated $808K.

  • 33 institutional investors held State Street SPDR Global Dow ETF (DGT) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $24.5M of State Street SPDR Global Dow ETF stock for Q4 2019, up 2.9% quarter-over-quarter.
  • 1 fund opened new State Street SPDR Global Dow ETF positions in Q4 2019 and 1 closed out, a net change of 0 holders.
  • The largest State Street SPDR Global Dow ETF buyer in Q4 2019 was LPL Financial, an estimated $220K added.
  • The largest State Street SPDR Global Dow ETF seller in Q4 2019 was Citadel Advisors, an estimated $808K sold.

Based on aggregated 13F filings for Q4 2019.