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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
CIP
301
Cornerstone Investment Partners
Georgia
$637K
TC
302
Telemus Capital
Michigan
$632K -$2.46K -10 -0.4%
SSG
303
Summit Securities Group
New York
$631K -$1.28M -5,200 -67%
IAM
304
Integre Asset Management
New York
$628K
PWM
305
Paulson Wealth Management
Illinois
$627K
CA
306
Calton & Associates
Florida
$617K -$4.67K -19 -0.8%
MCTIC
307
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$607K
MPM
308
Meritage Portfolio Management
Kansas
$607K
IC
309
InterOcean Capital
Illinois
$602K +$221K +900 +57%
FIA
310
FNY Investment Advisers
New York
$600K +$608K +2,475 New
QCG
311
Quadrant Capital Group
Ohio
$592K
PFPT
312
Pinnacle Financial Partners (Tennessee)
Tennessee
$585K
AA
313
Alesco Advisors
New York
$578K
RJT
314
Raymond James Trust
Florida
$570K +$43K +175 +8%
SCA
315
Snowden Capital Advisors
New York
$569K +$196K +800 +52%
FA
316
FMA Advisory
Pennsylvania
$568K +$2.95K +12 +0.5%
SCC
317
Spring Creek Capital
Kansas
$566K +$573K +2,332 New
CPA
318
Court Place Advisors
Maryland
$548K +$246 +1 +0%
GRP
319
Global Retirement Partners
California
$542K +$23.6K +96 +4%
SFSIG
320
San Francisco Sentry Investment Group
California
$541K -$447K -1,821 -45%
CIA
321
Capital Investment Advisors
Georgia
$539K +$8.1K +33 +2%
CCM
322
Coldstream Capital Management
Washington
$538K
FSA
323
Financial Sense Advisors
California
$535K +$541K +2,205 New
EWM
324
Empirical Wealth Management
Washington
$533K
OFS
325
Orrstown Financial Services
Pennsylvania
$524K -$61.1K -249 -10%

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.