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State Street SPDR Dow Jones Industrial Average ETF Trust

588 hedge funds and large institutions have $6.87B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 162 increasing their positions, 210 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $3.45B | Put options by funds: $3.31B

1.9% less ownership

Funds ownership: 35.53%33.62% (-1.9%)

2% less funds holding

Funds holding: 601588 (-13)

9% less capital invested

Capital invested by funds: $7.52B → $6.87B (-$650M)

18% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 55

23% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 210

27% less funds holding in top 10

Funds holding in top 10: 5641 (-15)

Holders
588
Holders Change
-13
Holders Change %
-2.16%
% of All Funds
13.46%
Holding in Top 10
41
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-26.79%
% of All Funds
0.94%
New
45
Increased
162
Reduced
210
Closed
55
Calls
$3.45B
Puts
$3.31B
Net Calls
+$136M
Net Calls Change
+$914M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
226
Peak Asset Management
Colorado
$1.35M -$34.9K -142 -2%
KIA
227
KCM Investment Advisors
California
$1.35M
MWP
228
MYCIO Wealth Partners
Pennsylvania
$1.33M +$686K +2,795 +105%
Mariner
229
Mariner
Kansas
$1.31M +$752K +3,064 +130%
SG
230
StoneX Group
New York
$1.29M +$14.2K +58 +1%
BWM
231
Bernicke Wealth Management
Wisconsin
$1.29M -$74.6K -304 -5%
BSW
232
Buckingham Strategic Wealth
Missouri
$1.24M -$18.7K -76 -1%
CA
233
Cambridge Advisors
Nebraska
$1.24M
FHA
234
Flagship Harbor Advisors
Massachusetts
$1.24M +$792K +3,225 +171%
SC
235
SouthState Corp
Florida
$1.24M
MA
236
MUFG Americas
New York
$1.23M -$10.1K -41 -0.8%
NIA
237
Northstar Investment Advisors
Colorado
$1.22M -$82.2K -335 -6%
FAIM
238
Financial Advocates Investment Management
Washington
$1.21M +$64.6K +263 +6%
M
239
MOTCO
Texas
$1.19M -$50.3K -205 -4%
MLL
240
Moody Lynn & Lieberson
Massachusetts
$1.19M -$12.3K -50 -1%
CG
241
Caprock Group
Idaho
$1.19M
DY
242
Dowling & Yahnke
California
$1.18M
AIIMS
243
Analyst IMS Investment Management Services
Israel
$1.17M -$12.5K -51 -1%
SCM
244
SOL Capital Management
Maryland
$1.17M
WS
245
Wedbush Securities
California
$1.14M +$314K +1,281 +38%
KLI
246
Kelman-Lazarov Inc
Tennessee
$1.13M -$116K -473 -9%
BA
247
Bristol Advisors
Pennsylvania
$1.12M +$810K +3,300 +254%
KCM
248
Karp Capital Management
California
$1.09M
DSC
249
Duncker Streett & Co
Missouri
$1.07M -$14.7K -60 -1%
CCB
250
Cutter & Co Brokerage
Missouri
$1.07M +$147K +597 +16%

DIA Hedge Fund Activity: Q2 2018 in Review

588 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2018, worth a combined $6.87B — down 8.6% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of DIA and 45 opened new positions — a net loss of 10 holders — while 210 trimmed existing stakes and 162 added.

The largest buyer was Bank of America, adding an estimated $623M. The largest seller was Churchill Management, cutting an estimated $361M.

  • 588 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2018, down from 601 in Q1 2018.
  • Funds reported $6.87B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2018, down 8.6% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2018 and 55 closed out, a net change of -10 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2018 was Bank of America, an estimated $623M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2018 was Churchill Management, an estimated $361M sold.

Based on aggregated 13F filings for Q2 2018.