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State Street SPDR Dow Jones Industrial Average ETF Trust

657 hedge funds and large institutions have $7.39B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 206 increasing their positions, 212 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $6.17B → $7.39B (+$1.22B)

14% more call options, than puts

Call options by funds: $3.16B | Put options by funds: $2.76B

12% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 50

4.54% more ownership

Funds ownership: 29.52%34.07% (+4.5%)

1% less funds holding

Funds holding: 663657 (-6)

3% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 212

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

Holders
657
Holders Change
-6
Holders Change %
-0.9%
% of All Funds
14.27%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.76%
New
56
Increased
206
Reduced
212
Closed
50
Calls
$3.16B
Puts
$2.76B
Net Calls
+$400M
Net Calls Change
+$553M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Belpointe Asset Management
Nevada
$912K +$160K +613 +22%
SAM
302
SignalPoint Asset Management
Missouri
$898K +$60.8K +233 +7%
CPA
303
Capital Planning Advisors
California
$891K -$41.8K -160 -5%
CG
304
Caprock Group
Idaho
$881K +$528K +2,023 +158%
PP
305
Paloma Partners
Connecticut
$878K -$2.03M -7,785 -70%
RC
306
RegentAtlantic Capital
New Jersey
$878K
PAM
307
Pegasus Asset Management
New York
$872K
AllianceBernstein
308
AllianceBernstein
Tennessee
$859K +$61.6K +236 +8%
SWA
309
Stratos Wealth Advisors
Ohio
$822K -$3.65K -14 -0.5%
KCM
310
Karp Capital Management
California
$807K -$49.6K -190 -6%
SFSIG
311
San Francisco Sentry Investment Group
California
$774K +$31.1K +119 +4%
TPCM
312
Three Peaks Capital Management
Colorado
$770K
WAAG
313
Wealth Alliance Advisory Group
Kansas
$765K +$6.53K +25 +0.9%
DC
314
Davenport & Co
Virginia
$750K -$411K -1,575 -36%
CIA
315
Capital Investment Advisors
Georgia
$750K +$28.5K +109 +4%
FA
316
Fagan Associates
New York
$740K -$6.53K -25 -0.9%
CAM
317
Concorde Asset Management
Michigan
$737K -$94.8K -363 -12%
AIM
318
Axiom Investment Management
New York
$724K -$627K -2,400 -47%
SSG
319
Summit Securities Group
New York
$718K +$470K +1,800 +200%
RCAG
320
Rehmann Capital Advisory Group
Michigan
$712K -$132K -506 -16%
AI
321
Atria Investments
North Carolina
$709K -$1.89M -7,237 -73%
TFS
322
TrustCore Financial Services
Tennessee
$709K +$647K +2,478 +1,304%
PWM
323
Paulson Wealth Management
Illinois
$707K
MWM
324
Mission Wealth Management
California
$701K
EHPM
325
Emery Howard Portfolio Management
California
$700K -$99.7K -382 -13%

DIA Hedge Fund Activity: Q2 2019 in Review

657 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2019, worth a combined $7.39B — up 20% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DIA positions and 50 closed out — a net gain of 6 holders — while 206 added to existing stakes and 212 trimmed.

The largest buyer was Bank of America, adding an estimated $561M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $112M.

  • 657 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2019, down from 663 in Q1 2019.
  • Funds reported $7.39B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2019, up 20% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2019 and 50 closed out, a net change of +6 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2019 was Bank of America, an estimated $561M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2019 was BNP Paribas Financial Markets, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2019.