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State Street SPDR Dow Jones Industrial Average ETF Trust

479 hedge funds and large institutions have $5.27B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2017 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 145 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

11% more capital invested

Capital invested by funds: $4.74B → $5.27B (+$530M)

8% more funds holding

Funds holding: 445479 (+34)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

3% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 141

0.13% more ownership

Funds ownership: 32.39%32.52% (+0.13%)

12% less call options, than puts

Call options by funds: $1.66B | Put options by funds: $1.89B

Holders
479
Holders Change
+34
Holders Change %
+7.64%
% of All Funds
11.92%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
73
Increased
145
Reduced
141
Closed
34
Calls
$1.66B
Puts
$1.89B
Net Calls
-$232M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
326
Caprock Group
Idaho
$320K -$40.8K -200 -11%
FMBTD
327
First Midwest Bank Trust Division
Illinois
$314K
SSB
328
Sandy Spring Bank
Maryland
$310K
PCM
329
Parsons Capital Management
Rhode Island
$306K -$2.04K -10 -0.7%
BUB
330
BBVA USA Bancshares
Texas
$302K
QAM
331
QCI Asset Management
New York
$300K -$35.7K -175 -11%
Truist Financial
332
Truist Financial
North Carolina
$297K -$38.5K -189 -12%
CIC
333
Carnegie Investment Counsel
Ohio
$297K -$31.8K -156 -10%
CCB
334
Cutter & Co Brokerage
Missouri
$297K +$42.4K +208 +17%
WAS
335
Winch Advisory Services
Wisconsin
$296K +$204 +1 +0.1%
ZF
336
Zhang Financial
Michigan
$291K -$19.2K -94 -8%
WS
337
Wedbush Securities
California
$291K +$288K +1,412 New
SF
338
Synovus Financial
Georgia
$289K -$2.16M -10,598 -88%
DLHL
339
Donald L. Hagan LLC
Florida
$289K
KHLMVGHM
340
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$289K
NFG
341
Nadler Financial Group
Illinois
$289K
AA
342
Ancora Advisors
Ohio
$280K
CCM
343
Coldstream Capital Management
Washington
$280K
WA
344
WESPAC Advisors
California
$277K +$57.7K +283 +27%
EFS
345
Essex Financial Services
Connecticut
$275K -$51K -250 -16%
BC
346
Burney Company
Virginia
$275K
ZIC
347
ZWJ Investment Counsel
Georgia
$273K +$270K +1,322 New
MHS
348
M Holdings Securities
Oregon
$270K +$59.1K +290 +28%
APP
349
Avantax Planning Partners
Iowa
$268K -$39.1K -192 -13%
SIC
350
Salem Investment Counselors
North Carolina
$267K

DIA Hedge Fund Activity: Q1 2017 in Review

479 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2017, worth a combined $5.27B — up 11% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new DIA positions and 34 closed out — a net gain of 39 holders — while 145 added to existing stakes and 141 trimmed.

The largest buyer was Mizuho Securities USA, adding an estimated $130M. The largest seller was Goldman Sachs, cutting an estimated $291M.

  • 479 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2017, up from 445 in Q4 2016.
  • Funds reported $5.27B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2017, up 11% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2017 and 34 closed out, a net change of +39 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2017 was Mizuho Securities USA, an estimated $130M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2017 was Goldman Sachs, an estimated $291M sold.

Based on aggregated 13F filings for Q1 2017.