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State Street SPDR Dow Jones Industrial Average ETF Trust

718 hedge funds and large institutions have $5.17B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2020 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 201 increasing their positions, 257 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.68% more ownership

Funds ownership: 34.97%44.65% (+9.7%)

1% less call options, than puts

Call options by funds: $3.55B | Put options by funds: $3.57B

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

5% less funds holding

Funds holding: 755718 (-37)

22% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 257

24% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 127

35% less capital invested

Capital invested by funds: $7.93B → $5.17B (-$2.76B)

Holders
718
Holders Change
-37
Holders Change %
-4.9%
% of All Funds
15.82%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
1.01%
New
97
Increased
201
Reduced
257
Closed
127
Calls
$3.55B
Puts
$3.57B
Net Calls
-$18.8M
Net Calls Change
+$809M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
326
FMA Advisory
Pennsylvania
$687K +$190K +717 +30%
GVAG
327
Great Valley Advisor Group
Delaware
$687K +$224K +845 +37%
CCB
328
Cutter & Co Brokerage
Missouri
$685K -$31.6K -119 -4%
WWM
329
Western Wealth Management
Colorado
$685K +$126K +475 +18%
SC
330
Scotia Capital
Ontario, Canada
$682K +$203K +764 +33%
GIA
331
Gladstone Institutional Advisory
Florida
$675K +$164K +616 +25%
11A
332
10-15 Associates
New York
$671K -$77.6K -292 -9%
SWA
333
Stratos Wealth Advisors
Ohio
$669K -$137K -517 -14%
MAFM
334
Mid Atlantic Financial Management
Pennsylvania
$668K -$375K -1,412 -32%
PWAP
335
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$654K -$545K -2,051 -43%
NCM
336
Noesis Capital Mangement
Florida
$651K -$36.9K -139 -4%
WIA
337
World Investment Advisors
California
$645K +$130K +491 +20%
WAAG
338
Wealth Alliance Advisory Group
Kansas
$642K +$19.4K +73 +3%
PI
339
PEAK6 Investments
Illinois
$634K +$768K +2,890 New
Cerity Partners
340
Cerity Partners
New York
$614K -$902K -3,396 -55%
SMG
341
Smart Money Group
Texas
$607K -$23.9K -90 -3%
GFS
342
GYL Financial Synergies
Connecticut
$596K +$121K +455 +20%
TIA
343
Traphagen Investment Advisors
New Jersey
$587K +$100K +378 +16%
GWM
344
Geneos Wealth Management
Colorado
$586K +$21K +79 +3%
MWM
345
Mission Wealth Management
California
$577K -$618K -2,326 -47%
OA
346
Oxbow Advisors
Texas
$575K +$697K +2,625 New
KCM
347
Karp Capital Management
California
$573K -$64.6K -243 -9%
CAG
348
Crestwood Advisors Group
Massachusetts
$573K
IWAG
349
Integer Wealth Advisors Group
Georgia
$572K
FA
350
Fagan Associates
New York
$568K -$26.6K -100 -4%

DIA Hedge Fund Activity: Q1 2020 in Review

718 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2020, worth a combined $5.17B — down 35% from $7.93B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of DIA and 97 opened new positions — a net loss of 30 holders — while 257 trimmed existing stakes and 201 added.

The largest buyer was Sumitomo Mitsui Financial Group, opening a new position worth an estimated $130M. The largest seller was Churchill Management, exiting entirely with an estimated $389M sold.

  • 718 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2020, down from 755 in Q4 2019.
  • Funds reported $5.17B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2020, down 35% quarter-over-quarter.
  • 97 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2020 and 127 closed out, a net change of -30 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2020 was Sumitomo Mitsui Financial Group, an estimated $130M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2020 was Churchill Management, an estimated $389M sold.

Based on aggregated 13F filings for Q1 2020.