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State Street SPDR Dow Jones Industrial Average ETF Trust

588 hedge funds and large institutions have $6.87B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 162 increasing their positions, 210 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $3.45B | Put options by funds: $3.31B

1.9% less ownership

Funds ownership: 35.53%33.62% (-1.9%)

2% less funds holding

Funds holding: 601588 (-13)

9% less capital invested

Capital invested by funds: $7.52B → $6.87B (-$650M)

18% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 55

23% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 210

27% less funds holding in top 10

Funds holding in top 10: 5641 (-15)

Holders
588
Holders Change
-13
Holders Change %
-2.16%
% of All Funds
13.46%
Holding in Top 10
41
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-26.79%
% of All Funds
0.94%
New
45
Increased
162
Reduced
210
Closed
55
Calls
$3.45B
Puts
$3.31B
Net Calls
+$136M
Net Calls Change
+$914M
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
326
Fieldpoint Private Securities
Connecticut
$523K -$4.91K -20 -0.9%
WSTAM
327
Wilbanks Smith & Thomas Asset Management
Virginia
$523K +$39.5K +161 +8%
EWA
328
EP Wealth Advisors
California
$516K
Daiwa Securities Group
329
Daiwa Securities Group
Japan
$515K -$980K -3,990 -65%
PWS
330
Paragon Wealth Strategies
Florida
$513K -$8.21M -33,453 -94%
DWM
331
Dynasty Wealth Management
Florida
$513K -$238K -970 -31%
NFG
332
Next Financial Group
Texas
$505K -$768K -3,130 -60%
AP
333
Appleton Partners
Massachusetts
$505K +$110K +450 +28%
SS
334
Simplicity Solutions
Minnesota
$505K +$511K +2,081 New
SBH
335
Segall Bryant & Hamill
Illinois
$503K +$51.8K +211 +11%
FA
336
FDx Advisors
Illinois
$502K -$80.5K -328 -14%
EWF
337
Epstein & White Financial
California
$502K +$61.9K +252 +14%
CWA
338
Clarus Wealth Advisors
Arizona
$500K
HIC
339
Holderness Investments Company
North Carolina
$499K -$43K -175 -8%
LA
340
Legacy Advisors
Pennsylvania
$496K
Manulife (Manufacturers Life Insurance)
341
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$495K +$119K +484 +31%
SBWM
342
Sunflower Bank Wealth Management
Arizona
$491K
MC
343
Moors & Cabot
Massachusetts
$487K -$202K -823 -29%
CL
344
Cabana LLC
Arkansas
$486K -$234K -955 -32%
DMC
345
Drexel Morgan & Co
Pennsylvania
$485K
LWCFA
346
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$485K
BCWM
347
Blue Chip Wealth Management
Florida
$484K +$168K +686 +52%
KHLMVGHM
348
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$481K
DCM
349
Donaldson Capital Management
Indiana
$479K +$246 +1 +0.1%
SWM
350
SeaCrest Wealth Management
New York
$478K

DIA Hedge Fund Activity: Q2 2018 in Review

588 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2018, worth a combined $6.87B — down 8.6% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of DIA and 45 opened new positions — a net loss of 10 holders — while 210 trimmed existing stakes and 162 added.

The largest buyer was Bank of America, adding an estimated $623M. The largest seller was Churchill Management, cutting an estimated $361M.

  • 588 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2018, down from 601 in Q1 2018.
  • Funds reported $6.87B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2018, down 8.6% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2018 and 55 closed out, a net change of -10 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2018 was Bank of America, an estimated $623M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2018 was Churchill Management, an estimated $361M sold.

Based on aggregated 13F filings for Q2 2018.