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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
KHLMVGHM
351
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$567K
EHPM
352
Emery Howard Portfolio Management
California
$564K +$9.3K +35 +1%
GC
353
Grimes & Company
Massachusetts
$562K +$320K +1,204 +89%
CIBC Private Wealth Group
354
CIBC Private Wealth Group
Georgia
$561K -$300K -1,128 -31%
CNC
355
Citizens & Northern Corp
Pennsylvania
$561K
AIA
356
Avalon Investment & Advisory
Texas
$560K +$679K +2,555 New
CA
357
Calton & Associates
Florida
$559K -$369K -1,390 -35%
FLPIM
358
F.L. Putnam Investment Management
Massachusetts
$557K -$78.6K -296 -10%
CFGS
359
Concourse Financial Group Securities
Alabama
$556K -$142K -533 -17%
TFS
360
TrustCore Financial Services
Tennessee
$556K -$797 -3 -0.1%
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$556K +$167K +629 +33%
QCG
362
Quadrant Capital Group
Ohio
$547K
PCA
363
Personal Capital Advisors
California
$540K +$186K +699 +40%
GCA
364
Gradient Capital Advisors
California
$538K +$651K +2,452 New
BPA
365
Beacon Pointe Advisors
California
$537K +$651K +2,452 New
LA
366
Legacy Advisors
Pennsylvania
$536K
CIP
367
Cornerstone Investment Partners
Georgia
$532K
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$528K
CIA
369
Capital Investment Advisors
Georgia
$524K +$6.91K +26 +1%
H
370
HoyleCohen
California
$522K +$6.38K +24 +1%
SC
371
Savant Capital
Illinois
$518K
OR
372
Olympiad Research
Connecticut
$518K +$628K +2,364 New
Millennium Management
373
Millennium Management
New York
$511K -$13.2M -49,570 -96%
TI
374
Truehand Inc
New Hampshire
$509K -$39.8K -150 -6%
CWA
375
Clarus Wealth Advisors
Arizona
$497K +$627K +2,360 New

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.