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State Street SPDR Dow Jones Industrial Average ETF Trust

663 hedge funds and large institutions have $7.78B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 207 increasing their positions, 206 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

5% more capital invested

Capital invested by funds: $7.39B → $7.78B (+$393M)

1.84% more ownership

Funds ownership: 34.07%35.91% (+1.8%)

1% more funds holding

Funds holding: 657663 (+6)

0% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 206

11% less call options, than puts

Call options by funds: $3.97B | Put options by funds: $4.45B

Holders
663
Holders Change
+6
Holders Change %
+0.91%
% of All Funds
14.54%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.83%
New
53
Increased
207
Reduced
206
Closed
41
Calls
$3.97B
Puts
$4.45B
Net Calls
-$485M
Net Calls Change
-$885M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$528K
UBV
377
United Bank (Virginia)
Virginia
$523K
CL
378
CIM LLC
New York
$522K
HF
379
HRT Financial
New York
$519K -$19.1M -71,486 -97%
FCMT
380
Founders Capital Management (Texas)
Texas
$517K
Mercer Global Advisors
381
Mercer Global Advisors
Colorado
$514K -$13.3K -50 -3%
SIAS
382
Shine Investment Advisory Services
Colorado
$514K +$2.67K +10 +0.5%
BCI
383
Brinker Capital Investments
Pennsylvania
$509K
FIB
384
First Interstate Bank
Montana
$504K -$21.3K -80 -4%
AWM
385
AllSquare Wealth Management
New York
$501K
GLA
386
Good Life Advisors
Pennsylvania
$501K +$30.7K +115 +7%
EWF
387
Epstein & White Financial
California
$494K +$21.3K +80 +5%
BCWM
388
Blue Chip Wealth Management
Florida
$492K +$1.87K +7 +0.4%
CFGS
389
Concourse Financial Group Securities
Alabama
$489K -$720K -2,698 -60%
DWM
390
Doyle Wealth Management
Florida
$479K +$47K +176 +11%
GPA
391
Garrison Point Advisors
California
$477K
MIC
392
Meridian Investment Counsel
California
$475K
IC
393
InterOcean Capital
Illinois
$466K
TC
394
Telemus Capital
Michigan
$466K +$73.4K +275 +19%
Truist Financial
395
Truist Financial
North Carolina
$463K +$13.3K +50 +3%
WWM
396
Western Wealth Management
Colorado
$462K -$457K -1,712 -50%
UWM
397
USAdvisors Wealth Management
Minnesota
$452K
OFS
398
Orrstown Financial Services
Pennsylvania
$451K
OIA
399
OneDigital Investment Advisors
Kansas
$450K +$446K +1,673 New
ACI
400
Alpha Cubed Investments
California
$445K -$14.1K -53 -3%

DIA Hedge Fund Activity: Q3 2019 in Review

663 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2019, worth a combined $7.78B — up 5.3% from $7.39B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new DIA positions and 41 closed out — a net gain of 12 holders — while 207 added to existing stakes and 206 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $311M. The largest seller was Royal Bank of Canada, cutting an estimated $231M.

  • 663 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2019, up from 657 in Q2 2019.
  • Funds reported $7.78B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2019, up 5.3% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2019 and 41 closed out, a net change of +12 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2019 was Churchill Management, an estimated $311M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2019 was Royal Bank of Canada, an estimated $231M sold.

Based on aggregated 13F filings for Q3 2019.