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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
FCAG
276
First Capital Advisors Group
New Jersey
$587K -$270K -1,234 -32%
CLOS
277
Compagnie Lombard Odier SCmA
Switzerland
$582K
SS
278
Sunbelt Securities
Texas
$582K +$569K +2,601 New
IAM
279
Integre Asset Management
New York
$579K +$39.4K +180 +7%
CWM
280
Cornerstone Wealth Management
Missouri
$574K +$14.2K +65 +3%
Truist Financial
281
Truist Financial
North Carolina
$573K +$308K +1,408 +122%
BPCE
282
Bank Pictet & Cie (Europe)
Germany
$571K
AA
283
Alesco Advisors
New York
$566K
PWM
284
Patriot Wealth Management
Texas
$566K
SG
285
StoneX Group
New York
$562K -$39K -178 -7%
MPM
286
Meritage Portfolio Management
Kansas
$560K
CG
287
CFO4Life Group
Texas
$560K +$2.85K +13 +0.5%
QCG
288
Quadrant Capital Group
Ohio
$546K
RJT
289
Raymond James Trust
Florida
$541K -$183K -835 -26%
PFPT
290
Pinnacle Financial Partners (Tennessee)
Tennessee
$540K
CPA
291
Court Place Advisors
Maryland
$530K +$438 +2 +0.1%
GCA
292
Greenwood Capital Associates
South Carolina
$525K -$31.7K -145 -6%
PAMG
293
Patton Albertson Miller Group
Tennessee
$518K
FA
294
FMA Advisory
Pennsylvania
$516K +$505K +2,306 New
FCH
295
Freestone Capital Holdings
Washington
$502K +$491K +2,243 New
MCM
296
Maryland Capital Management
Maryland
$496K
MWAC
297
Mariner Wealth Advisors (Cincinnati)
Ohio
$496K +$19.7K +90 +4%
Manulife (Manufacturers Life Insurance)
298
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$493K +$67.2K +307 +16%
WA
299
WESPAC Advisors
California
$481K -$52.5K -240 -10%
OC
300
Oarsman Capital
Wisconsin
$481K

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.