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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
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$659K -$29.1K -123 -4%
Parallax Volatility Advisers
302
Parallax Volatility Advisers
California
$653K -$85M -358,701 -99%
MWM
303
Mission Wealth Management
California
$652K -$159K -670 -20%
PWM
304
Paulson Wealth Management
Illinois
$652K +$625K +2,637 New
CIP
305
Cornerstone Investment Partners
Georgia
$649K
IAM
306
Integre Asset Management
New York
$640K
AA
307
Alesco Advisors
New York
$626K
CG
308
CFO4Life Group
Texas
$622K +$3.08K +13 +0.5%
MPM
309
Meritage Portfolio Management
Kansas
$618K
KWM
310
Kingsview Wealth Management
Oregon
$610K +$584K +2,467 New
Bank of Nova Scotia
311
Bank of Nova Scotia
Ontario, Canada
$606K -$367K -1,550 -39%
AF
312
Aldebaran Financial
$606K -$139K -585 -19%
CWM
313
Cornerstone Wealth Management
Missouri
$606K -$26.1K -110 -4%
IFWM
314
Institute for Wealth Management
Colorado
$605K +$580K +2,448 New
QCG
315
Quadrant Capital Group
Ohio
$602K
OFS
316
Orrstown Financial Services
Pennsylvania
$596K -$643K -2,716 -53%
PFPT
317
Pinnacle Financial Partners (Tennessee)
Tennessee
$596K
FCAG
318
First Capital Advisors Group
New Jersey
$592K -$54.7K -231 -9%
CPA
319
Court Place Advisors
Maryland
$586K +$474 +2 +0.1%
RJT
320
Raymond James Trust
Florida
$573K -$23.7K -100 -4%
FA
321
FMA Advisory
Pennsylvania
$573K +$2.84K +12 +0.5%
PAMG
322
Patton Albertson Miller Group
Tennessee
$566K
FHB
323
First Hawaiian Bank
Hawaii
$562K -$96.9K -409 -15%
CRWM
324
Castle Rock Wealth Management
California
$558K +$534K +2,255 New
FCH
325
Freestone Capital Holdings
Washington
$555K

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.