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SPDR Dow Jones Industrial Average ETF Trust
DIA

Overview Fund Activity

630 hedge funds and large institutions have $6.49B invested in SPDR Dow Jones Industrial Average ETF Trust in 2018 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 187 increasing their positions, 189 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+23
Holders Change %
+3.79%
% of All Funds
14.06%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.85%
New
102
Increased
187
Reduced
189
Closed
73
Calls
$3.57B
Puts
$3.09B
Net Calls
+$482M
Net Calls Change
-$1.21B

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$343M
2
Bank of America
Bank of America
North Carolina
+$222M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$130M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$123M
5
Morgan Stanley
Morgan Stanley
New York
+$49.8M

Top Sellers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
-$215M
2
MSU
Mizuho Securities USA
New York
-$203M
3
Nomura Holdings
Nomura Holdings
Japan
-$176M
4
Citadel Advisors
Citadel Advisors
Florida
-$138M
5
CWM
Cornerstone Wealth Management
Missouri
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
301
MV Capital Management
Maryland
$744K +$744K +3,189 New
AF
302
Apexium Financial
Texas
$736K +$736K +3,156 New
AllianceBernstein
303
AllianceBernstein
Tennessee
$713K +$426K +1,826 +148%
SWA
304
Stratos Wealth Advisors
Ohio
$698K +$698K +2,992 New
FA
305
Fagan Associates
New York
$679K -$36.2K -155 -5%
PWM
306
Patriot Wealth Management
Texas
$660K – – –
BAM
307
Belpointe Asset Management
Nevada
$653K -$49.9K -214 -7%
EWA
308
EP Wealth Advisors
California
$653K +$157K +675 +32%
WWM
309
Western Wealth Management
Colorado
$647K +$647K +2,777 New
WAAG
310
Wealth Alliance Advisory Group
Kansas
$635K -$105K -452 -14%
BFEC
311
Benjamin F. Edwards & Company
Missouri
$635K +$458K +1,962 +258%
AIM
312
Axiom Investment Management
New York
$633K +$633K +2,715 New
PWM
313
Paulson Wealth Management
Illinois
$631K – – –
PA
314
Parallel Advisors
California
$631K +$25.4K +109 +4%
MWM
315
Mission Wealth Management
California
$630K – – –
SFSIG
316
San Francisco Sentry Investment Group
California
$622K +$19.1K +82 +3%
Truist Financial
317
Truist Financial
North Carolina
$612K -$233K -998 -28%
CIP
318
Cornerstone Investment Partners
Georgia
$612K – – –
TC
319
Telemus Capital
Michigan
$607K – – –
IAM
320
Integre Asset Management
New York
$604K – – –
AF
321
Aldebaran Financial
$595K -$23.3K -100 -4%
MCTIC
322
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$583K -$661K – –
TI
323
Truehand Inc
New Hampshire
$580K +$580K +2,485 New
OWA
324
Outlook Wealth Advisors
Texas
$577K +$577K +247 New
QCG
325
Quadrant Capital Group
Ohio
$569K – – –
11 12
13
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