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State Street SPDR Dow Jones Industrial Average ETF Trust

602 hedge funds and large institutions have $7.52B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 195 increasing their positions, 173 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 56

13% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 173

8% more funds holding in top 10

Funds holding in top 10: 5256 (+4)

4% more funds holding

Funds holding: 577602 (+25)

4.12% less ownership

Funds ownership: 39.65%35.53% (-4.1%)

15% less capital invested

Capital invested by funds: $8.81B → $7.52B (-$1.29B)

20% less call options, than puts

Call options by funds: $3.18B | Put options by funds: $3.96B

Holders
602
Holders Change
+25
Holders Change %
+4.33%
% of All Funds
13.79%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
1.28%
New
85
Increased
195
Reduced
173
Closed
56
Calls
$3.18B
Puts
$3.96B
Net Calls
-$778M
Net Calls Change
-$53.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CTI
276
Community Trust & Investment
Kentucky
$941K
AAM
277
American Asset Management
Florida
$941K +$980K +3,900 New
HCM
278
Hilton Capital Management
New York
$935K +$214K +850 +28%
CCB
279
Cutter & Co Brokerage
Missouri
$921K +$577K +2,299 +152%
MMHP
280
Murphy Middleton Hinkle & Parker
Georgia
$917K
CTC
281
Central Trust Company
Missouri
$914K -$9.29K -37 -1%
RCAG
282
Rehmann Capital Advisory Group
Michigan
$912K +$78.6K +313 +9%
BFO
283
Boston Family Office
Massachusetts
$910K +$229K +910 +32%
WA
284
Winfield Associates
Ohio
$908K -$711K -2,830 -43%
EWM
285
Evercore Wealth Management
New York
$901K
VF
286
Virtu Financial
New York
$891K +$927K +3,692 New
CWS
287
Cypress Wealth Services
California
$880K -$288K -1,148 -24%
GT
288
Glenmede Trust
Pennsylvania
$867K
PAM
289
Pegasus Asset Management
New York
$849K -$22.6K -90 -2%
SF
290
Synovus Financial
Georgia
$847K +$429K +1,706 +95%
CAM
291
CenterStar Asset Management
Illinois
$834K
MCM
292
MAI Capital Management
Ohio
$828K -$27.1K -108 -3%
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$823K +$186K +742 +28%
UFF
294
USA Financial Formulas
Michigan
$822K +$597K +2,377 +231%
WS
295
Wedbush Securities
California
$821K +$589K +2,345 +222%
IWM
296
IHT Wealth Management
Illinois
$813K -$1.16M -4,636 -57%
WP
297
WealthSource Partners
California
$806K +$293K +1,168 +54%
EP
298
Edgestream Partners
New Jersey
$802K -$1.06M -4,226 -56%
RC
299
RegentAtlantic Capital
New Jersey
$797K
HFA
300
High Falls Advisors
New York
$782K +$18.1K +72 +2%

DIA Hedge Fund Activity: Q1 2018 in Review

602 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2018, worth a combined $7.52B — down 15% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new DIA positions and 56 closed out — a net gain of 29 holders — while 195 added to existing stakes and 173 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $350M. The largest seller was Bank of America, cutting an estimated $842M.

  • 602 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2018, up from 577 in Q4 2017.
  • Funds reported $7.52B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2018, down 15% quarter-over-quarter.
  • 85 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2018 and 56 closed out, a net change of +29 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2018 was Morgan Stanley, an estimated $350M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2018 was Bank of America, an estimated $842M sold.

Based on aggregated 13F filings for Q1 2018.