DIA icon

SPDR Dow Jones Industrial Average ETF Trust

575 hedge funds and large institutions have $8.8B invested in SPDR Dow Jones Industrial Average ETF Trust in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 175 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+95
Holders Change %
+19.79%
% of All Funds
13.06%
Holding in Top 10
52
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.93%
% of All Funds
1.18%
New
126
Increased
175
Reduced
147
Closed
28
Calls
$2.3B
Puts
$3.02B
Net Calls
-$725M
Net Calls Change
-$780M
Name Holding Trade Value Shares
Change
Shares
Change %
GCA
326
Greenwood Capital Associates
South Carolina
$551K -$29.5K -119 -5%
BC
327
Burney Company
Virginia
$544K +$204K +823 +60%
EWA
328
EP Wealth Advisors
California
$542K +$16.1K +65 +3%
WP
329
WealthSource Partners
California
$537K +$182K +738 +51%
SAS
330
Stelac Advisory Services
New York
$523K -$1.59M -6,439 -75%
PCFFS
331
Pacific Center for Financial Services
California
$522K
OIA
332
OneDigital Investment Advisors
Kansas
$515K +$499K +2,015 +3,148%
OC
333
Oarsman Capital
Wisconsin
$507K -$24.7K -100 -5%
CIA
334
Capital Investment Advisors
Georgia
$506K +$56.4K +228 +13%
LA
335
Legacy Advisors
Pennsylvania
$505K
FPCM
336
Financial Partners Capital Management
New York
$503K
MWAC
337
Mariner Wealth Advisors (Cincinnati)
Ohio
$502K -$46K -186 -8%
SBWM
338
Sunflower Bank Wealth Management
Arizona
$502K +$502K +2,028 New
FWM
339
Focused Wealth Management
New York
$498K -$168K -679 -25%
LWCFA
340
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$495K
DMC
341
Drexel Morgan & Co
Pennsylvania
$495K
WSTAM
342
Wilbanks Smith & Thomas Asset Management
Virginia
$494K +$223K +900 +82%
GWM
343
Geneos Wealth Management
Colorado
$492K +$16.1K +65 +3%
DCM
344
Donaldson Capital Management
Indiana
$488K +$247 +1 +0.1%
UBV
345
United Bank (Virginia)
Virginia
$481K +$481K +1,944 New
CL
346
CIM LLC
New York
$480K
NPF
347
Norris Perne & French
Michigan
$476K -$12.4K -50 -3%
EWF
348
Epstein & White Financial
California
$476K +$476K +1,851 New
BCI
349
Brinker Capital Investments
Pennsylvania
$468K
HSA
350
HBK Sorce Advisory
Pennsylvania
$466K +$1.49K +6 +0.3%