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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
PG
276
PEAK6 Group
Illinois
$833K +$797K +3,366 New
William Blair & Company
277
William Blair & Company
Illinois
$821K +$23.9K +101 +3%
RC
278
RegentAtlantic Capital
New Jersey
$817K
CA
279
Calton & Associates
Florida
$811K +$734K +3,098 New
SFA
280
Sequoia Financial Advisors
Ohio
$808K +$2.61K +11 +0.3%
CAS
281
Cue Advisory Services
Arizona
$799K
HFA
282
High Falls Advisors
New York
$784K +$32.7K +138 +5%
JIC
283
Joel Isaacson & Co
New York
$784K +$751K +3,170 New
WAAG
284
Wealth Alliance Advisory Group
Kansas
$779K +$746K +3,150 New
DWM
285
Dynasty Wealth Management
Florida
$775K +$742K +3,133 New
Truist Financial
286
Truist Financial
North Carolina
$772K +$133K +560 +22%
AC
287
Addison Capital
Pennsylvania
$771K +$738K +3,115 New
CCM
288
Coldstream Capital Management
Washington
$756K
HCM
289
Hilton Capital Management
New York
$748K
IFAM
290
Institutional & Family Asset Management
Colorado
$716K -$77.7K -328 -10%
BFO
291
Boston Family Office
Massachusetts
$708K +$677K +2,860 New
SS
292
Sunbelt Securities
Texas
$704K +$57.8K +244 +9%
PWM
293
Patriot Wealth Management
Texas
$700K +$71.1K +300 +12%
SS
294
Simplicity Solutions
Minnesota
$700K +$671K +2,831 New
BCM
295
Bluefin Capital Management
New York
$698K -$1.63M -6,861 -71%
Prudential Financial
296
Prudential Financial
New Jersey
$697K -$630K -2,658 -49%
TC
297
Telemus Capital
Michigan
$694K +$276K +1,164 +71%
CLOS
298
Compagnie Lombard Odier SCmA
Switzerland
$692K +$47.4K +200 +8%
FA
299
FDx Advisors
Illinois
$687K -$78.2K -330 -11%
HFS
300
HL Financial Services
Kentucky
$681K -$60.6K -256 -9%

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.