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State Street SPDR Dow Jones Industrial Average ETF Trust

576 hedge funds and large institutions have $8.81B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 175 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 28

21% more funds holding in top 10

Funds holding in top 10: 4352 (+9)

20% more funds holding

Funds holding: 481576 (+95)

19% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 147

18% more capital invested

Capital invested by funds: $7.43B → $8.81B (+$1.37B)

0.03% less ownership

Funds ownership: 39.68%39.65% (-0.03%)

24% less call options, than puts

Call options by funds: $2.3B | Put options by funds: $3.02B

Holders
576
Holders Change
+95
Holders Change %
+19.75%
% of All Funds
13.06%
Holding in Top 10
52
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.93%
% of All Funds
1.18%
New
126
Increased
175
Reduced
147
Closed
28
Calls
$2.3B
Puts
$3.02B
Net Calls
-$725M
Net Calls Change
-$780M
Name Holding Trade Value Shares
Change
Change in
Stake
RM
226
Resource Management
Louisiana
$1.32M +$1.27M +5,363 New
MHS
227
M Holdings Securities
Oregon
$1.31M +$44.1K +186 +4%
IA
228
IFG Advisory
Georgia
$1.3M +$1.49M +6,306 New
MLL
229
Moody Lynn & Lieberson
Massachusetts
$1.29M -$4.74K -20 -0.4%
M
230
MOTCO
Texas
$1.28M -$71.3K -301 -5%
CA
231
Cambridge Advisors
Nebraska
$1.27M
MA
232
MUFG Americas
New York
$1.26M +$11.8K +50 +1%
CFP
233
Cornerstone Financial Partners
North Carolina
$1.26M +$1.21M +5,093 New
JG
234
Jefferies Group
New York
$1.26M -$1.51M -6,361 -56%
CG
235
Caprock Group
Idaho
$1.26M +$790K +3,334 +215%
SC
236
SouthState Corp
Florida
$1.26M
KA
237
Kovack Advisors
Florida
$1.25M -$516K -2,177 -30%
RC
238
Roundview Capital
New Jersey
$1.24M -$15.4K -65 -1%
OC
239
Oppenheimer & Co
New York
$1.24M +$45.2K +191 +4%
SMFG
240
Sumitomo Mitsui Financial Group
Japan
$1.24M +$1.18M +5,000 New
DY
241
Dowling & Yahnke
California
$1.22M -$134K -567 -10%
AIIMS
242
Analyst IMS Investment Management Services
Israel
$1.21M
CWS
243
Cypress Wealth Services
California
$1.19M +$1.14M +4,795 New
KCM
244
Karp Capital Management
California
$1.17M -$11.8K -50 -1%
KLI
245
Kelman-Lazarov Inc
Tennessee
$1.15M
UR
246
USCA RIA
Texas
$1.13M +$75.6K +319 +8%
ACM
247
AlphaStar Capital Management
North Carolina
$1.11M +$430K +1,816 +67%
DSC
248
Duncker Streett & Co
Missouri
$1.11M +$237 +1 +0%
EHPM
249
Emery Howard Portfolio Management
California
$1.07M +$36.7K +155 +4%
SFS
250
Sowell Financial Services
Arkansas
$1.06M +$107K +453 +13%

DIA Hedge Fund Activity: Q4 2017 in Review

576 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2017, worth a combined $8.81B — up 18% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new DIA positions and 28 closed out — a net gain of 98 holders — while 175 added to existing stakes and 147 trimmed.

The largest buyer was Bank of America, adding an estimated $231M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $193M.

  • 576 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2017, up from 481 in Q3 2017.
  • Funds reported $8.81B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2017, up 18% quarter-over-quarter.
  • 126 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2017 and 28 closed out, a net change of +98 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2017 was Bank of America, an estimated $231M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2017 was BNP Paribas Financial Markets, an estimated $193M sold.

Based on aggregated 13F filings for Q4 2017.