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State Street SPDR Dow Jones Industrial Average ETF Trust

355 hedge funds and large institutions have $3.14B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 109 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.48% more ownership

Funds ownership: 27.78%29.26% (+1.5%)

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

2% more capital invested

Capital invested by funds: $3.08B → $3.14B (+$61M)

0% more funds holding

Funds holding: 355355 (0)

6% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 109

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

16% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $2.97B

Holders
355
Holders Change
Holders Change %
0%
% of All Funds
9.91%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.64%
New
42
Increased
102
Reduced
109
Closed
39
Calls
$2.51B
Puts
$2.97B
Net Calls
-$462M
Net Calls Change
+$526M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
376
PVG Asset Management
Colorado
-$244K -1,385 Closed
BMM
377
Berkshire Money Management
Massachusetts
-$242K -1,376 Closed
LNC
378
Lincoln National Corp
Pennsylvania
-$235K -1,300 Closed
BW
379
Bison Wealth
Georgia
-$224K -1,277 Closed
BCA
380
Benchmark Capital Advisors
New York
-$224K -1,275 Closed
RT
381
Rockland Trust
Massachusetts
-$220K -1,250 Closed
TYCC
382
Texas Yale Capital Corp
Florida
-$215K -1,222 Closed
BTS
383
BB&T Securities
Virginia
-$214K -1,220 Closed
Millennium Management
384
Millennium Management
New York
-$211K -1,200 Closed
SFM
385
Signature Financial Management
Virginia
-$208K -1,178 Closed
GP
386
Girard Partners
Pennsylvania
-$205K -1,165 Closed
TFCP
387
Twin Focus Capital Partners
Massachusetts
-$204K -1,159 Closed
ZF
388
Zhang Financial
Michigan
-$203K -1,154 Closed
JWM
389
Jacobus Wealth Management
Wisconsin
-$115K -655 Closed
SC
390
Searle & Co
Connecticut
-$61K -350 Closed
BRWM
391
B. Riley Wealth Management
Tennessee
-$37K -211 Closed
TDC
392
Thompson Davis & Co
Virginia
-$35K -200 Closed
BKA
393
Brick & Kyle Associates
Pennsylvania
-$18K -100 Closed
CCS
394
Crosspoint Capital Strategies
California
-$4K -20 Closed

DIA Hedge Fund Activity: Q3 2015 in Review

355 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2015, worth a combined $3.14B — up 2% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DIA positions and 39 closed out — a net gain of 3 holders — while 102 added to existing stakes and 109 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $100M. The largest seller was Mizuho Securities USA, exiting entirely with an estimated $244M sold.

  • 355 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $3.14B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2015, up 2% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2015 and 39 closed out, a net change of +3 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2015 was BNP Paribas Financial Markets, an estimated $100M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2015 was Mizuho Securities USA, an estimated $244M sold.

Based on aggregated 13F filings for Q3 2015.