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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
EWA
301
EP Wealth Advisors
California
$476K
SI
302
SII Investments
Wisconsin
$474K +$100K +458 +27%
PCFFS
303
Pacific Center for Financial Services
California
$473K
LA
304
Legacy Advisors
Pennsylvania
$457K +$186K +852 +72%
FPCM
305
Financial Partners Capital Management
New York
$455K
SAM
306
SignalPoint Asset Management
Missouri
$451K +$442K +2,018 New
DMC
307
Drexel Morgan & Co
Pennsylvania
$448K
LWCFA
308
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$448K
NPF
309
Norris Perne & French
Michigan
$442K
DCM
310
Donaldson Capital Management
Indiana
$441K +$219 +1 +0.1%
UBWV
311
United Bank (West Virginia)
West Virginia
$435K
CL
312
CIM LLC
New York
$434K
GWM
313
Geneos Wealth Management
Colorado
$430K -$3.94K -18 -0.9%
BCI
314
Brinker Capital Investments
Pennsylvania
$423K
HSA
315
HBK Sorce Advisory
Pennsylvania
$420K -$5.03K -23 -1%
SBH
316
Segall Bryant & Hamill
Illinois
$417K -$27.4K -125 -6%
FIB
317
First Interstate Bank
Montana
$413K -$21.9K -100 -5%
SIAS
318
Shine Investment Advisory Services
Colorado
$413K +$1.97K +9 +0.5%
BFC
319
Blue Fin Capital
Rhode Island
$412K -$12.3K -56 -3%
IC
320
InterOcean Capital
Illinois
$412K
CIA
321
Capital Investment Advisors
Georgia
$407K -$17.5K -80 -4%
OSNBOA
322
Old Second National Bank of Aurora
Illinois
$406K
MIC
323
Meridian Investment Counsel
California
$395K +$219 +1 +0.1%
JWBC
324
J.W. Burns & Co
New York
$387K -$256K -1,168 -40%
MC
325
Moors & Cabot
Massachusetts
$383K +$374K +1,710 New

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.