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State Street SPDR Dow Jones Industrial Average ETF Trust

588 hedge funds and large institutions have $6.87B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 162 increasing their positions, 210 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $3.45B | Put options by funds: $3.31B

1.9% less ownership

Funds ownership: 35.53%33.62% (-1.9%)

2% less funds holding

Funds holding: 601588 (-13)

9% less capital invested

Capital invested by funds: $7.52B → $6.87B (-$650M)

18% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 55

23% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 210

27% less funds holding in top 10

Funds holding in top 10: 5641 (-15)

Holders
588
Holders Change
-13
Holders Change %
-2.16%
% of All Funds
13.46%
Holding in Top 10
41
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-26.79%
% of All Funds
0.94%
New
45
Increased
162
Reduced
210
Closed
55
Calls
$3.45B
Puts
$3.31B
Net Calls
+$136M
Net Calls Change
+$914M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
276
Evercore Wealth Management
New York
$906K
William Blair & Company
277
William Blair & Company
Illinois
$897K +$114K +465 +14%
HFA
278
High Falls Advisors
New York
$893K +$108K +439 +14%
SWP
279
Strategic Wealth Partners
Ohio
$885K -$1.68M -6,838 -65%
Capstone Investment Advisors
280
Capstone Investment Advisors
New York
$859K +$181K +736 +26%
OAM
281
Oppenheimer Asset Management
New York
$857K -$674K -2,747 -44%
GT
282
Glenmede Trust
Pennsylvania
$852K -$246 -1 -0%
JIC
283
Joel Isaacson & Co
New York
$843K +$123K +501 +17%
MCM
284
MAI Capital Management
Ohio
$833K
PAM
285
Pegasus Asset Management
New York
$824K -$29.5K -120 -3%
UFF
286
USA Financial Formulas
Michigan
$813K -$9.57K -39 -1%
RCAG
287
Rehmann Capital Advisory Group
Michigan
$806K -$112K -456 -12%
RC
288
RegentAtlantic Capital
New Jersey
$801K
IWM
289
IHT Wealth Management
Illinois
$800K -$36.1K -147 -4%
ALIONA
290
Allianz Life Insurance of North America
Minnesota
$785K +$794K +3,234 New
SFA
291
Sequoia Financial Advisors
Ohio
$776K +$2.95K +12 +0.4%
WAAG
292
Wealth Alliance Advisory Group
Kansas
$765K
KWM
293
Kingsview Wealth Management
Oregon
$763K +$40K +163 +5%
PWM
294
Patriot Wealth Management
Texas
$687K
HFS
295
HL Financial Services
Kentucky
$668K -$35.6K -145 -5%
SAM
296
SignalPoint Asset Management
Missouri
$660K +$130K +531 +24%
AF
297
Aldebaran Financial
$656K -$12.3K -50 -2%
MWM
298
Mission Wealth Management
California
$656K +$16.7K +68 +3%
CAL
299
Capital Analysts LLC
Pennsylvania
$650K -$12.3K -50 -2%
AIM
300
Advantage Investment Management
Iowa
$642K -$325K -1,324 -33%

DIA Hedge Fund Activity: Q2 2018 in Review

588 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2018, worth a combined $6.87B — down 8.6% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of DIA and 45 opened new positions — a net loss of 10 holders — while 210 trimmed existing stakes and 162 added.

The largest buyer was Bank of America, adding an estimated $623M. The largest seller was Churchill Management, cutting an estimated $361M.

  • 588 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2018, down from 601 in Q1 2018.
  • Funds reported $6.87B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2018, down 8.6% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2018 and 55 closed out, a net change of -10 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2018 was Bank of America, an estimated $623M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2018 was Churchill Management, an estimated $361M sold.

Based on aggregated 13F filings for Q2 2018.