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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
SSB
351
Sandy Spring Bank
Maryland
$321K -$11.8K -54 -4%
WP
352
WealthSource Partners
California
$321K -$4.38K -20 -1%
DLHL
353
Donald L. Hagan LLC
Florida
$313K
NFG
354
Nadler Financial Group
Illinois
$313K
BC
355
Burney Company
Virginia
$308K +$9.85K +45 +3%
AA
356
Ancora Advisors
Ohio
$303K
APP
357
Avantax Planning Partners
Iowa
$291K -$19K -87 -6%
BFA
358
Beaumont Financial Advisors
Massachusetts
$288K
NCM
359
Neumann Capital Management
California
$287K
BF
360
BOK Financial
Oklahoma
$284K -$71.3K -326 -20%
GP
361
Girard Partners
Pennsylvania
$272K +$1.31K +6 +0.5%
RE
362
RBC Europe
United Kingdom
$269K +$263K +1,200 New
AIP
363
Ahrens Investment Partners
Louisiana
$267K +$42.7K +195 +20%
PWAP
364
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$266K -$18.6K -85 -7%
ZF
365
Zhang Financial
Michigan
$263K
PFM
366
Parsec Financial Management
North Carolina
$262K +$1.09K +5 +0.4%
ZIC
367
ZWJ Investment Counsel
Georgia
$261K +$219 +1 +0.1%
PFA
368
Paradigm Financial Advisors
Missouri
$260K
DW
369
Domani Wealth
Pennsylvania
$259K
RWA
370
Ropes Wealth Advisors
Massachusetts
$259K
QAM
371
QCI Asset Management
New York
$250K -$62.4K -285 -20%
PWLP
372
Prio Wealth Limited Partnership
Massachusetts
$248K
GT
373
Greenleaf Trust
Michigan
$246K -$109K -500 -31%
WSTAM
374
Wilbanks Smith & Thomas Asset Management
Virginia
$245K
NSIM
375
North Star Investment Management
Illinois
$244K

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.