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State Street SPDR Dow Jones Industrial Average ETF Trust

588 hedge funds and large institutions have $6.87B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 162 increasing their positions, 210 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $3.45B | Put options by funds: $3.31B

1.9% less ownership

Funds ownership: 35.53%33.62% (-1.9%)

2% less funds holding

Funds holding: 601588 (-13)

9% less capital invested

Capital invested by funds: $7.52B → $6.87B (-$650M)

18% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 55

23% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 210

27% less funds holding in top 10

Funds holding in top 10: 5641 (-15)

Holders
588
Holders Change
-13
Holders Change %
-2.16%
% of All Funds
13.46%
Holding in Top 10
41
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-26.79%
% of All Funds
0.94%
New
45
Increased
162
Reduced
210
Closed
55
Calls
$3.45B
Puts
$3.31B
Net Calls
+$136M
Net Calls Change
+$914M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
376
Financial Counselors Inc
Kansas
$411K +$34.4K +140 +9%
SEI Investments
377
SEI Investments
Pennsylvania
$409K -$659K -2,686 -61%
FCMT
378
Founders Capital Management (Texas)
Texas
$408K +$4.91K +20 +1%
MWAC
379
Mariner Wealth Advisors (Cincinnati)
Ohio
$406K +$10.3K +42 +3%
MIH
380
Meitav Investment House
Israel
$404K +$138K +563 New
GWM
381
Geneos Wealth Management
Colorado
$403K -$7.37K -30 -2%
CRWM
382
Castle Rock Wealth Management
California
$401K -$43K -175 -10%
BFC
383
Blue Fin Capital
Rhode Island
$400K
AIP
384
Ahrens Investment Partners
Louisiana
$397K -$55.2K -225 -12%
OIA
385
OneDigital Investment Advisors
Kansas
$395K -$101K -411 -20%
FUBT
386
First United Bank & Trust
Maryland
$392K -$14.7K -60 -4%
SCA
387
Sage Capital Advisors
South Dakota
$390K +$1.47K +6 +0.4%
CCA
388
Cobblestone Capital Advisors
New York
$388K +$393K +1,600 New
OFG
389
Oxford Financial Group
Indiana
$387K
DAS
390
Dynamic Advisor Solutions
Arizona
$384K +$13.5K +55 +4%
ACM
391
AlphaStar Capital Management
North Carolina
$383K -$580K -2,364 -60%
CAPTRUST Financial Advisors
392
CAPTRUST Financial Advisors
North Carolina
$383K +$2.21K +9 +0.6%
DWM
393
Doyle Wealth Management
Florida
$379K
BCA
394
Bay Colony Advisors
Massachusetts
$379K +$383K +1,560 New
FMBTD
395
First Midwest Bank Trust Division
Illinois
$369K
WA
396
WBH Advisory
Maryland
$364K +$29.5K +120 +9%
JSL
397
JT Stratford LLC
Georgia
$363K -$63.3K -258 -15%
CIC
398
Carnegie Investment Counsel
Ohio
$356K +$491 +2 +0.1%
PCM
399
Parsons Capital Management
Rhode Island
$354K -$3.68K -15 -1%
JWBC
400
J.W. Burns & Co
New York
$351K -$61.4K -250 -15%

DIA Hedge Fund Activity: Q2 2018 in Review

588 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2018, worth a combined $6.87B — down 8.6% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of DIA and 45 opened new positions — a net loss of 10 holders — while 210 trimmed existing stakes and 162 added.

The largest buyer was Bank of America, adding an estimated $623M. The largest seller was Churchill Management, cutting an estimated $361M.

  • 588 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2018, down from 601 in Q1 2018.
  • Funds reported $6.87B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2018, down 8.6% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2018 and 55 closed out, a net change of -10 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2018 was Bank of America, an estimated $623M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2018 was Churchill Management, an estimated $361M sold.

Based on aggregated 13F filings for Q2 2018.