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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
SAM
251
Secure Asset Management
Michigan
$1.19M +$164K +616 +13%
BAC
252
Boys Arnold & Co
North Carolina
$1.18M -$1.33M -5,000 -48%
SCM
253
Southport Capital Management
Tennessee
$1.15M -$1.48M -5,588 -52%
SC
254
SouthState Corp
Florida
$1.14M
PAS
255
Partnervest Advisory Services
California
$1.14M -$85.3K -321 -6%
CWM
256
Connecticut Wealth Management
Connecticut
$1.12M -$95.9K -361 -7%
FHA
257
Flagship Harbor Advisors
Massachusetts
$1.1M -$141K -532 -10%
TAM
258
Tocqueville Asset Management
New York
$1.08M
BCM
259
Bayesian Capital Management
New York
$1.08M +$250K +942 +24%
AIIMS
260
Analyst IMS Investment Management Services
Israel
$1.06M
NIA
261
Northstar Investment Advisors
Colorado
$1.04M
MPCG
262
Matrix Private Capital Group
New York
$1.03M -$631K -2,375 -34%
Deutsche Bank
263
Deutsche Bank
Germany
$1.03M -$59.2K -223 -5%
Kovitz Investment Group Partners
264
Kovitz Investment Group Partners
Illinois
$1.03M +$495K +1,864 +66%
NB
265
NBT Bank
New York
$1.03M -$60.6K -228 -5%
CA
266
Cambridge Advisors
Nebraska
$1.02M +$14.3K +54 +1%
BOS
267
Bingham Osborn & Scarborough
California
$1.02M +$531 +2 +0%
KLI
268
Kelman-Lazarov Inc
Tennessee
$1.02M
SCM
269
SOL Capital Management
Maryland
$1.02M -$3.98K -15 -0.3%
SGCA
270
Steel Grove Capital Advisors
Tennessee
$1M +$1.22M +4,575 New
AAMA
271
Advanced Asset Management Advisors
Ohio
$1M -$384K -1,445 -24%
MCM
272
MAI Capital Management
Ohio
$993K
CFS
273
CRA Financial Services
New Jersey
$991K +$111K +417 +10%
AWA
274
Arkadios Wealth Advisors
Georgia
$968K -$236K -890 -17%
RFN
275
RDA Financial Network
Iowa
$965K -$10.9K -41 -0.9%

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.