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State Street SPDR Dow Jones Industrial Average ETF Trust

481 hedge funds and large institutions have $7.43B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 156 increasing their positions, 142 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

22% more capital invested

Capital invested by funds: $6.1B → $7.43B (+$1.33B)

2.58% more ownership

Funds ownership: 37.1%39.68% (+2.6%)

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

2% more funds holding

Funds holding: 473481 (+8)

10% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 142

4% more call options, than puts

Call options by funds: $1.31B | Put options by funds: $1.25B

Holders
481
Holders Change
+8
Holders Change %
+1.69%
% of All Funds
11.99%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
1.07%
New
43
Increased
156
Reduced
142
Closed
32
Calls
$1.31B
Puts
$1.25B
Net Calls
+$55.3M
Net Calls Change
-$79.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
326
Sheets Smith Wealth Management
North Carolina
$380K
FHA
327
Flagship Harbor Advisors
Massachusetts
$378K -$6.13K -28 -2%
AP
328
Appleton Partners
Massachusetts
$378K
IIA
329
IPG Investment Advisors
California
$375K +$55.8K +255 +18%
FUBT
330
First United Bank & Trust
Maryland
$368K -$26.3K -120 -7%
TC
331
Telemus Capital
Michigan
$367K -$263K -1,204 -42%
BRWA
332
B. Riley Wealth Advisors
Florida
$366K -$24.1K -110 -6%
LJAC
333
L.J. Altfest & Co
New York
$366K
FCMT
334
Founders Capital Management (Texas)
Texas
$364K -$7.66K -35 -2%
FCI
335
Financial Counselors Inc
Kansas
$361K -$11.2K -51 -3%
OFG
336
Oxford Financial Group
Indiana
$357K
SCA
337
Sage Capital Advisors
South Dakota
$355K +$1.31K +6 +0.4%
CSIC
338
Clifford Swan Investment Counsel
California
$353K -$21.9K -100 -6%
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$352K +$116K +529 +59%
DWM
340
Doyle Wealth Management
Florida
$350K
CG
341
Caprock Group
Idaho
$348K
FI
342
FormulaFolio Investments
Michigan
$344K -$239K -1,092 -42%
KHLMVGHM
343
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$342K
FMBTD
344
First Midwest Bank Trust Division
Illinois
$341K
CCB
345
Cutter & Co Brokerage
Missouri
$337K +$1.53K +7 +0.5%
HPWM
346
Highland Private Wealth Management
Washington
$336K +$63.9K +292 +24%
Asset Management One
347
Asset Management One
Japan
$334K +$124K +566 +61%
NFG
348
Next Financial Group
Texas
$332K -$70.7K -323 -18%
PCM
349
Parsons Capital Management
Rhode Island
$332K
CIC
350
Carnegie Investment Counsel
Ohio
$330K +$438 +2 +0.1%

DIA Hedge Fund Activity: Q3 2017 in Review

481 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2017, worth a combined $7.43B — up 22% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DIA positions and 32 closed out — a net gain of 11 holders — while 156 added to existing stakes and 142 trimmed.

The largest buyer was Bank of America, adding an estimated $425M. The largest seller was Morgan Stanley, cutting an estimated $209M.

  • 481 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2017, up from 473 in Q2 2017.
  • Funds reported $7.43B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2017, up 22% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2017 and 32 closed out, a net change of +11 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2017 was Bank of America, an estimated $425M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2017 was Morgan Stanley, an estimated $209M sold.

Based on aggregated 13F filings for Q3 2017.