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SPDR Dow Jones Industrial Average ETF Trust
DIA

Overview Fund Activity

630 hedge funds and large institutions have $6.49B invested in SPDR Dow Jones Industrial Average ETF Trust in 2018 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 187 increasing their positions, 189 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+23
Holders Change %
+3.79%
% of All Funds
14.06%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.85%
New
102
Increased
187
Reduced
189
Closed
73
Calls
$3.57B
Puts
$3.09B
Net Calls
+$482M
Net Calls Change
-$1.21B

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$343M
2
Bank of America
Bank of America
North Carolina
+$222M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$130M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$123M
5
Morgan Stanley
Morgan Stanley
New York
+$49.8M

Top Sellers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
-$215M
2
MSU
Mizuho Securities USA
New York
-$203M
3
Nomura Holdings
Nomura Holdings
Japan
-$176M
4
Citadel Advisors
Citadel Advisors
Florida
-$138M
5
CWM
Cornerstone Wealth Management
Missouri
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
376
Meridian Investment Counsel
California
$412K – – –
AWM
377
AllSquare Wealth Management
New York
$409K +$79.8K +342 +24%
PPP
378
Private Portfolio Partners
New Jersey
$406K +$406K +1,740 New
LNWWM
379
Laird Norton Wetherby Wealth Management
California
$402K – – –
PWP
380
Personal Wealth Partners
Minnesota
$401K +$401K +1,721 New
FCAG
381
First Capital Advisors Group
New Jersey
$399K – – –
FF
382
Fluent Financial
Texas
$398K +$7.93K +34 +2%
SSWM
383
Sheets Smith Wealth Management
North Carolina
$396K – – –
MOS
384
MGO One Seven
Ohio
$396K +$23.3K +100 +6%
FWM
385
Focused Wealth Management
New York
$390K -$30.1K -129 -7%
SMG
386
Smart Money Group
Texas
$386K +$386K +1,656 New
AIP
387
Almanack Investment Partners
Pennsylvania
$385K -$164K -700 -30%
UWM
388
USAdvisors Wealth Management
Minnesota
$385K -$61.5K -264 -14%
BFC
389
Blue Fin Capital
Rhode Island
$384K – – –
MPPLM
390
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$383K +$40.4K +173 +12%
GG
391
Gofen & Glossberg
Illinois
$383K +$72.7K +312 +23%
AA
392
Ancora Advisors
Ohio
$381K – – –
GWMIA
393
Global Wealth Management Investment Advisory
Florida
$380K +$380K +1,629 New
SCA
394
Sage Capital Advisors
South Dakota
$379K +$3.03K +13 +0.8%
FCI
395
Financial Counselors Inc
Kansas
$378K -$56.8K -244 -13%
CCA
396
Cobblestone Capital Advisors
New York
$373K – – –
OFG
397
Oxford Financial Group
Indiana
$372K – – –
DWM
398
Doyle Wealth Management
Florida
$372K – – –
GWM
399
Geneos Wealth Management
Colorado
$371K +$7.82K +34 +2%
Fifth Third Bancorp
400
Fifth Third Bancorp
Ohio
$367K +$152K +650 +70%
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16
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