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State Street SPDR Dow Jones Industrial Average ETF Trust

397 hedge funds and large institutions have $4.45B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2015 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 31

42% more capital invested

Capital invested by funds: $3.14B → $4.45B (+$1.31B)

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

12% more funds holding

Funds holding: 355397 (+42)

5.86% more ownership

Funds ownership: 29.26%35.12% (+5.9%)

2% more call options, than puts

Call options by funds: $2.35B | Put options by funds: $2.3B

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

Holders
397
Holders Change
+42
Holders Change %
+11.83%
% of All Funds
10.41%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.73%
New
76
Increased
109
Reduced
110
Closed
31
Calls
$2.35B
Puts
$2.3B
Net Calls
+$52.3M
Net Calls Change
+$514M
Name Holding Trade Value Shares
Change
Change in
Stake
MIC
276
Meridian Investment Counsel
California
$306K
AAS
277
Annex Advisory Services
Wisconsin
$304K -$27.1K -155 -8%
QAM
278
QCI Asset Management
New York
$299K -$4.37K -25 -1%
SSWM
279
Sheets Smith Wealth Management
North Carolina
$296K
FCCM
280
First City Capital Management
Georgia
$293K +$295K +1,686 New
PCM
281
Parsons Capital Management
Rhode Island
$293K -$11.9K -68 -4%
ECML
282
Eagle Capital Management (Louisiana)
Louisiana
$293K +$294K +1,683 New
TC
283
Telemus Capital
Michigan
$285K -$44.5K -255 -13%
CMP
284
Courage Miller Partners
Virginia
$285K +$2.27K +13 +0.8%
AP
285
Appleton Partners
Massachusetts
$283K -$13.1K -75 -4%
Truist Financial
286
Truist Financial
North Carolina
$282K
GWM
287
Gupta Wealth Management
California
$279K +$20.1K +115 +8%
IFAM
288
Institutional & Family Asset Management
Colorado
$275K +$276K +1,581 New
PFA
289
Paradigm Financial Advisors
Missouri
$272K
W
290
Wealthfront
California
$270K +$75.5K +432 +39%
BFEC
291
Benjamin F. Edwards & Company
Missouri
$266K +$209K +1,199 +361%
FMBTD
292
First Midwest Bank Trust Division
Illinois
$265K
SSB
293
Sandy Spring Bank
Maryland
$265K
MWAC
294
Mariner Wealth Advisors (Cincinnati)
Ohio
$258K +$259K +1,480 New
SI
295
SII Investments
Wisconsin
$254K +$1.92K +11 +0.8%
HCIA
296
Hochman Cole Investment Advisors
Illinois
$254K +$255K +1,462 New
BHB
297
Bank Hapoalim BM
Israel
$251K -$52.4K -300 -17%
WCM
298
Windsor Capital Management
Arizona
$249K +$124K +711 +98%
GA
299
Geneva Advisors
Illinois
$248K +$249K +1,426 New
DLHL
300
Donald L. Hagan LLC
Florida
$244K

DIA Hedge Fund Activity: Q4 2015 in Review

397 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2015, worth a combined $4.45B — up 42% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DIA positions and 31 closed out — a net gain of 45 holders — while 109 added to existing stakes and 110 trimmed.

The largest buyer was Bank of America, adding an estimated $249M. The largest seller was UBS Group, cutting an estimated $92.2M.

  • 397 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2015, up from 355 in Q3 2015.
  • Funds reported $4.45B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2015, up 42% quarter-over-quarter.
  • 76 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2015 and 31 closed out, a net change of +45 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2015 was Bank of America, an estimated $249M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2015 was UBS Group, an estimated $92.2M sold.

Based on aggregated 13F filings for Q4 2015.