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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
SFSIG
251
San Francisco Sentry Investment Group
California
$1.02M +$70.3K +297 +8%
HI
252
Hudock Inc
Pennsylvania
$1.01M +$793K +3,346 +448%
ADL
253
Asset Dedication LLC
California
$1M +$250K +1,054 +35%
LFAS
254
Level Four Advisory Services
Texas
$995K +$14.4K +61 +2%
TAM
255
Tocqueville Asset Management
New York
$993K -$12.3K -52 -1%
SC
256
Scotia Capital
Ontario, Canada
$989K +$118K +500 +14%
AMIM
257
Aull & Monroe Investment Management
Alabama
$973K -$23.7K -100 -2%
CTI
258
Community Trust & Investment
Kentucky
$965K
OMC
259
Old Mission Capital
Illinois
$948K +$908K +3,834 New
CTC
260
Central Trust Company
Missouri
$945K -$5.92K -25 -0.7%
MMHP
261
Murphy Middleton Hinkle & Parker
Georgia
$940K +$900K +3,798 New
SCM
262
Schnieders Capital Management
California
$933K +$5.92K +25 +0.7%
EWM
263
Evercore Wealth Management
New York
$923K
BSW
264
Buckingham Strategic Wealth
Missouri
$912K -$84.6K -357 -9%
MWP
265
MYCIO Wealth Partners
Pennsylvania
$905K +$3.79K +16 +0.4%
MCM
266
MV Capital Management
Maryland
$898K -$51.6K -218 -6%
PAM
267
Pegasus Asset Management
New York
$892K +$854K +3,605 New
WAM
268
Wolverine Asset Management
Illinois
$882K +$845K +3,568 New
WCM
269
Washington Capital Management
Washington
$879K +$168K +710 +25%
MCM
270
MAI Capital Management
Ohio
$875K
GT
271
Glenmede Trust
Pennsylvania
$867K
SG
272
StoneX Group
New York
$862K +$231K +974 +39%
RCAG
273
Rehmann Capital Advisory Group
Michigan
$857K +$135K +572 +20%
CA
274
Commerzbank Aktiengesellschaft
Germany
$846K -$2.73M -11,544 -77%
CB
275
Commerce Bank
Missouri
$833K +$21.8K +92 +3%

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.