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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
SC
251
Scotia Capital
Ontario, Canada
$1.06M
Millennium Management
252
Millennium Management
New York
$1.05M -$5.1M -20,789 -83%
OC
253
Oppenheimer & Co
New York
$1.05M -$266K -1,084 -20%
LNC
254
Lincoln National Corp
Pennsylvania
$1.05M +$7.12K +29 +0.7%
SS
255
Sunbelt Securities
Texas
$1.01M +$321K +1,309 +46%
AA
256
Apriem Advisors
California
$1.01M +$1.02M +4,150 New
CWS
257
Cypress Wealth Services
California
$1M +$120K +490 +13%
RC
258
Roundview Capital
New Jersey
$995K -$17.2K -70 -2%
BFO
259
Boston Family Office
Massachusetts
$989K +$74.9K +305 +8%
BFG
260
Barber Financial Group
Kansas
$981K -$2.86M -11,660 -74%
CAS
261
Cue Advisory Services
Arizona
$978K -$123K -500 -11%
SCM
262
Schnieders Capital Management
California
$978K +$3.68K +15 +0.4%
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$975K +$150K +609 +18%
AMIM
264
Aull & Monroe Investment Management
Alabama
$961K +$6.14K +25 +0.6%
AAM
265
American Asset Management
Florida
$947K
CTI
266
Community Trust & Investment
Kentucky
$947K
HPC
267
Hobart Private Capital
North Carolina
$946K -$404K -1,645 -30%
HCM
268
Hilton Capital Management
New York
$941K
CAM
269
Concorde Asset Management
Michigan
$930K -$220K -895 -19%
Truist Financial
270
Truist Financial
North Carolina
$927K -$26.5K -108 -3%
MMHP
271
Murphy Middleton Hinkle & Parker
Georgia
$922K
CTC
272
Central Trust Company
Missouri
$918K
TAM
273
Tocqueville Asset Management
New York
$913K -$98.2K -400 -10%
EHPM
274
Emery Howard Portfolio Management
California
$912K -$111K -454 -11%
UR
275
USCA RIA
Texas
$906K -$142K -578 -13%

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.