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State Street SPDR Dow Jones Industrial Average ETF Trust

718 hedge funds and large institutions have $5.17B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2020 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 201 increasing their positions, 257 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.68% more ownership

Funds ownership: 34.97%44.65% (+9.7%)

1% less call options, than puts

Call options by funds: $3.55B | Put options by funds: $3.57B

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

5% less funds holding

Funds holding: 755718 (-37)

22% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 257

24% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 127

35% less capital invested

Capital invested by funds: $7.93B → $5.17B (-$2.76B)

Holders
718
Holders Change
-37
Holders Change %
-4.9%
% of All Funds
15.82%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
1.01%
New
97
Increased
201
Reduced
257
Closed
127
Calls
$3.55B
Puts
$3.57B
Net Calls
-$18.8M
Net Calls Change
+$809M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
226
American Asset Management
Florida
$1.46M
FHC
227
First Heartland Consultants
Missouri
$1.45M -$1.29M -4,839 -42%
SLWS
228
Swaine & Leidel Wealth Services
Florida
$1.44M -$797K -3,002 -31%
PSUF
229
People's United Financial
Connecticut
$1.41M +$1.04M +3,916 +155%
RM
230
Resource Management
Louisiana
$1.41M +$6.64K +25 +0.4%
Squarepoint
231
Squarepoint
New York
$1.4M -$35M -131,695 -95%
ECG
232
Edge Capital Group
Georgia
$1.38M -$18.6K -70 -1%
SAM
233
SignalPoint Asset Management
Missouri
$1.36M +$696K +2,621 +73%
HCM
234
Hollencrest Capital Management
California
$1.35M +$953K +3,588 +140%
GJIC
235
Gamble Jones Investment Counsel
California
$1.33M +$145K +545 +10%
JT
236
Jump Trading
Illinois
$1.28M +$327K +1,232 +27%
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$1.28M
Balyasny Asset Management
238
Balyasny Asset Management
Illinois
$1.28M +$1.55M +5,822 New
SFS
239
Sowell Financial Services
Arkansas
$1.26M -$6.81M -25,636 -82%
CAL
240
Capital Advisors Ltd
Ohio
$1.25M
LNC
241
Lincoln National Corp
Pennsylvania
$1.24M +$167K +630 +13%
SG
242
StoneX Group
New York
$1.24M +$248K +934 +20%
TRCT
243
Tower Research Capital (TRC)
New York
$1.23M +$1.41M +5,302 +1,621%
CA
244
Commerzbank Aktiengesellschaft
Germany
$1.22M +$448K +1,686 +43%
SFO
245
Stokes Family Office
Louisiana
$1.22M
HI
246
Hudock Inc
Pennsylvania
$1.22M +$90.3K +340 +7%
HIIFS
247
Harel Insurance Investments & Financial Services
Israel
$1.21M
CM
248
Caption Management
Oklahoma
$1.21M +$1.46M +5,500 New
DAS
249
Dynamic Advisor Solutions
Arizona
$1.2M +$154K +578 +12%
SBSB
250
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.19M -$280K -1,055 -16%

DIA Hedge Fund Activity: Q1 2020 in Review

718 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2020, worth a combined $5.17B — down 35% from $7.93B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of DIA and 97 opened new positions — a net loss of 30 holders — while 257 trimmed existing stakes and 201 added.

The largest buyer was Sumitomo Mitsui Financial Group, opening a new position worth an estimated $130M. The largest seller was Churchill Management, exiting entirely with an estimated $389M sold.

  • 718 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2020, down from 755 in Q4 2019.
  • Funds reported $5.17B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2020, down 35% quarter-over-quarter.
  • 97 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2020 and 127 closed out, a net change of -30 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2020 was Sumitomo Mitsui Financial Group, an estimated $130M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2020 was Churchill Management, an estimated $389M sold.

Based on aggregated 13F filings for Q1 2020.