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State Street SPDR Dow Jones Industrial Average ETF Trust

397 hedge funds and large institutions have $4.45B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2015 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 31

42% more capital invested

Capital invested by funds: $3.14B → $4.45B (+$1.31B)

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

12% more funds holding

Funds holding: 355397 (+42)

5.86% more ownership

Funds ownership: 29.26%35.12% (+5.9%)

2% more call options, than puts

Call options by funds: $2.35B | Put options by funds: $2.3B

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

Holders
397
Holders Change
+42
Holders Change %
+11.83%
% of All Funds
10.41%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.73%
New
76
Increased
109
Reduced
110
Closed
31
Calls
$2.35B
Puts
$2.3B
Net Calls
+$52.3M
Net Calls Change
+$514M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
376
Edge Wealth Management
New York
$18K
SNT
377
Security National Trust
West Virginia
$17K
BKA
378
Brick & Kyle Associates
Pennsylvania
$17K +$17.5K +100 New
MSFP
379
Mark Sheptoff Financial Planning
Connecticut
$17K +$17.5K +100 New
AAC
380
Asset Advisors Corp
Georgia
$12K
DADC
381
D.A. Davidson & Co
Montana
$12K
KM
382
Kalos Management
Georgia
$12K
SIG
383
Stanford Investment Group
California
$12K +$175 +1 +1%
CFA
384
CT Financial Advisors
Pennsylvania
$11.7K
PFG
385
Piershale Financial Group
Illinois
$11K +$11.4K +65 New
LNB
386
Ledyard National Bank
$10K
VCM
387
Versant Capital Management
Arizona
$9K +$9.26K +53 New
CWM
388
Cranbrook Wealth Management
Michigan
$8K
WCM
389
Wealthcare Capital Management
Virginia
$8K
Parallax Volatility Advisers
390
Parallax Volatility Advisers
California
$7K -$39M -223,521 -100%
Thrivent Financial for Lutherans
391
Thrivent Financial for Lutherans
Minnesota
$7K
FMII
392
Farmers & Merchants Investments Inc
Nebraska
$6K
TCM
393
Tradewinds Capital Management
Washington
$6K
JGIA
394
Jackson Grant Investment Advisers
Connecticut
$6K +$6.11K +35 New
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$5.74K +$5.76K +33 New
FMP
396
Financial Management Professionals
Texas
$5K
AIA
397
Allegis Investment Advisors
Idaho
$5K +$4.54K +26 New
TCOV
398
Trust Company of Vermont
Vermont
$2K -$5.24K -30 -75%
SIM
399
Sonora Investment Management
Arizona
$2K
FNBOO
400
First National Bank of Omaha
Nebraska
$562

DIA Hedge Fund Activity: Q4 2015 in Review

397 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2015, worth a combined $4.45B — up 42% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DIA positions and 31 closed out — a net gain of 45 holders — while 109 added to existing stakes and 110 trimmed.

The largest buyer was Bank of America, adding an estimated $249M. The largest seller was UBS Group, cutting an estimated $92.2M.

  • 397 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2015, up from 355 in Q3 2015.
  • Funds reported $4.45B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2015, up 42% quarter-over-quarter.
  • 76 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2015 and 31 closed out, a net change of +45 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2015 was Bank of America, an estimated $249M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2015 was UBS Group, an estimated $92.2M sold.

Based on aggregated 13F filings for Q4 2015.