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State Street SPDR Dow Jones Industrial Average ETF Trust

481 hedge funds and large institutions have $7.43B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 156 increasing their positions, 142 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

22% more capital invested

Capital invested by funds: $6.1B → $7.43B (+$1.33B)

2.58% more ownership

Funds ownership: 37.1%39.68% (+2.6%)

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

2% more funds holding

Funds holding: 473481 (+8)

10% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 142

4% more call options, than puts

Call options by funds: $1.31B | Put options by funds: $1.25B

Holders
481
Holders Change
+8
Holders Change %
+1.69%
% of All Funds
11.99%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
1.07%
New
43
Increased
156
Reduced
142
Closed
32
Calls
$1.31B
Puts
$1.25B
Net Calls
+$55.3M
Net Calls Change
-$79.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
251
Scotia Capital
Ontario, Canada
$782K +$241K +1,100 +46%
FAM
252
Formidable Asset Management
Ohio
$780K
MWM
253
Mission Wealth Management
California
$740K
RC
254
RegentAtlantic Capital
New Jersey
$739K +$241K +1,100 +50%
CB
255
Commerce Bank
Missouri
$733K +$120K +549 +20%
SFA
256
Sequoia Financial Advisors
Ohio
$728K -$95.2K -435 -12%
CAS
257
Cue Advisory Services
Arizona
$723K -$21.9K -100 -3%
William Blair & Company
258
William Blair & Company
Illinois
$721K +$178K +813 +34%
IFAM
259
Institutional & Family Asset Management
Colorado
$721K +$435K +1,989 +161%
AI
260
Atria Investments
North Carolina
$706K +$82.1K +375 +13%
FA
261
FDx Advisors
Illinois
$695K -$1.25M -5,699 -65%
CCM
262
Coldstream Capital Management
Washington
$684K +$381K +1,741 +132%
AF
263
Aldebaran Financial
$680K -$21.9K -100 -3%
HFA
264
High Falls Advisors
New York
$678K +$2.41K +11 +0.4%
HCM
265
Hilton Capital Management
New York
$677K
HFS
266
HL Financial Services
Kentucky
$673K +$77.9K +356 +13%
ADL
267
Asset Dedication LLC
California
$671K +$20.8K +95 +3%
LNC
268
Lincoln National Corp
Pennsylvania
$654K +$389K +1,776 +155%
RCAG
269
Rehmann Capital Advisory Group
Michigan
$648K +$1.31K +6 +0.2%
WCM
270
Washington Capital Management
Washington
$637K +$623K +2,845 New
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$624K +$610K +2,788 New
FWM
272
Focused Wealth Management
New York
$602K -$222K -1,014 -27%
ACM
273
AlphaStar Capital Management
North Carolina
$602K +$589K +2,692 New
FHB
274
First Hawaiian Bank
Hawaii
$601K
CIP
275
Cornerstone Investment Partners
Georgia
$588K

DIA Hedge Fund Activity: Q3 2017 in Review

481 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2017, worth a combined $7.43B — up 22% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DIA positions and 32 closed out — a net gain of 11 holders — while 156 added to existing stakes and 142 trimmed.

The largest buyer was Bank of America, adding an estimated $425M. The largest seller was Morgan Stanley, cutting an estimated $209M.

  • 481 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2017, up from 473 in Q2 2017.
  • Funds reported $7.43B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2017, up 22% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2017 and 32 closed out, a net change of +11 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2017 was Bank of America, an estimated $425M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2017 was Morgan Stanley, an estimated $209M sold.

Based on aggregated 13F filings for Q3 2017.