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State Street SPDR Global Dow ETF

29 hedge funds and large institutions have $23.1M invested in State Street SPDR Global Dow ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $19.9M → $23.1M (+$3.27M)

2.76% more ownership

Funds ownership: 25.44%28.2% (+2.8%)

3% less funds holding

Funds holding: 3029 (-1)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1
Intact Investment Management
Quebec, Canada
$8.83M -$440K -5,300 -5%
Jane Street
2
Jane Street
New York
$4.37M +$1.14M +13,776 +35%
Citadel Advisors
3
Citadel Advisors
Florida
$3.19M +$1.13M +13,637 +54%
RC
4
Roundview Capital
New Jersey
$1.72M
Morgan Stanley
5
Morgan Stanley
New York
$1.12M +$482K +5,812 +75%
BRWA
6
B. Riley Wealth Advisors
Florida
$799K -$2.99K -36 -0.4%
MIC
7
Meridian Investment Counsel
California
$599K
LPL Financial
8
LPL Financial
California
$403K +$156K +1,875 +62%
AIA
9
Arcadia Investment Advisors
Idaho
$400K -$137K -1,650 -25%
Bank of America
10
Bank of America
North Carolina
$383K +$26.3K +317 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$305K -$14K -169 -4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$239K
SFSG
13
Stearns Financial Services Group
North Carolina
$138K +$139K +1,680 New
Wells Fargo
14
Wells Fargo
California
$113K -$19.4K -234 -15%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$109K -$27.4K -330 -20%
NSIM
16
North Star Investment Management
Illinois
$93K
PA
17
Parallel Advisors
California
$89K
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.5K
WB
19
Webster Bank
Connecticut
$48K
CCM
20
Covington Capital Management
California
$47K
Fidelity Investments
21
Fidelity Investments
Massachusetts
$25K
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$25K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$17K +$8.3K +100 +91%
CSPIA
24
Cary Street Partners Investment Advisory
Virginia
$12K +$11.8K +142 New
WCG
25
Weaver Consulting Group
California
$7K

DGT Hedge Fund Activity: Q3 2020 in Review

29 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Global Dow ETF (DGT) for Q3 2020, worth a combined $23.1M — up 16% from $19.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of DGT and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 6 added.

The largest buyer was Jane Street, adding an estimated $1.14M. The largest seller was Intact Investment Management, cutting an estimated $440K.

  • 29 institutional investors held State Street SPDR Global Dow ETF (DGT) as of Q3 2020, down from 30 in Q2 2020.
  • Funds reported $23.1M of State Street SPDR Global Dow ETF stock for Q3 2020, up 16% quarter-over-quarter.
  • 2 funds opened new State Street SPDR Global Dow ETF positions in Q3 2020 and 3 closed out, a net change of -1 holder.
  • The largest State Street SPDR Global Dow ETF buyer in Q3 2020 was Jane Street, an estimated $1.14M added.
  • The largest State Street SPDR Global Dow ETF seller in Q3 2020 was Intact Investment Management, an estimated $440K sold.

Based on aggregated 13F filings for Q3 2020.