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State Street SPDR Dow Jones Industrial Average ETF Trust

718 hedge funds and large institutions have $5.17B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2020 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 201 increasing their positions, 257 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.68% more ownership

Funds ownership: 34.97%44.65% (+9.7%)

1% less call options, than puts

Call options by funds: $3.55B | Put options by funds: $3.57B

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

5% less funds holding

Funds holding: 755718 (-37)

22% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 257

24% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 127

35% less capital invested

Capital invested by funds: $7.93B → $5.17B (-$2.76B)

Holders
718
Holders Change
-37
Holders Change %
-4.9%
% of All Funds
15.82%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
1.01%
New
97
Increased
201
Reduced
257
Closed
127
Calls
$3.55B
Puts
$3.57B
Net Calls
-$18.8M
Net Calls Change
+$809M
Name Holding Trade Value Shares
Change
Change in
Stake
FFC
376
First Financial Corp
Indiana
$496K +$30.5K +115 +5%
SWM
377
SeaCrest Wealth Management
New York
$487K -$191K -720 -24%
KWM
378
Kingsview Wealth Management
Oregon
$486K -$1.48M -5,577 -72%
PCM
379
Pointe Capital Management
Michigan
$484K +$587K +2,210 New
GFPC
380
Global Financial Private Client
Florida
$476K -$12.8K -48 -2%
BCWM
381
Blue Chip Wealth Management
Florida
$473K +$86.1K +324 +18%
BBVA
382
Banco Bilbao Vizcaya Argentaria
Spain
$473K +$574K +2,159 New
FPS
383
Fieldpoint Private Securities
Connecticut
$472K
JGC
384
J. Goldman & Co
New York
$468K -$384K -1,444 -40%
HW
385
Hancock Whitney
Mississippi
$463K
IC
386
Intersect Capital
California
$461K
Bank of Nova Scotia
387
Bank of Nova Scotia
Ontario, Canada
$460K -$2.23M -8,402 -80%
EW
388
Element Wealth
Mississippi
$458K -$12.5K -47 -2%
AWM
389
AllSquare Wealth Management
New York
$457K +$13.3K +50 +2%
FHB
390
First Hawaiian Bank
Hawaii
$450K
Qube Research & Technologies (QRT)
391
Qube Research & Technologies (QRT)
United Kingdom
$448K -$117M -441,229 -100%
HCIA
392
Hochman Cole Investment Advisors
Illinois
$448K +$543K +2,045 New
SS
393
Sunbelt Securities
Texas
$445K -$1.6M -6,008 -75%
BFA
394
Beaumont Financial Advisors
Massachusetts
$445K -$43.8K -165 -8%
SFA
395
Sequoia Financial Advisors
Ohio
$445K -$18.9K -71 -3%
HA
396
Harfst & Associates
Wyoming
$442K -$47.8K -180 -8%
HSA
397
HBK Sorce Advisory
Pennsylvania
$441K -$28.2K -106 -5%
TC
398
Telemus Capital
Michigan
$440K
DMC
399
Drexel Morgan & Co
Pennsylvania
$438K
FPB
400
First PREMIER Bank
South Dakota
$438K

DIA Hedge Fund Activity: Q1 2020 in Review

718 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2020, worth a combined $5.17B — down 35% from $7.93B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of DIA and 97 opened new positions — a net loss of 30 holders — while 257 trimmed existing stakes and 201 added.

The largest buyer was Sumitomo Mitsui Financial Group, opening a new position worth an estimated $130M. The largest seller was Churchill Management, exiting entirely with an estimated $389M sold.

  • 718 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2020, down from 755 in Q4 2019.
  • Funds reported $5.17B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2020, down 35% quarter-over-quarter.
  • 97 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2020 and 127 closed out, a net change of -30 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2020 was Sumitomo Mitsui Financial Group, an estimated $130M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2020 was Churchill Management, an estimated $389M sold.

Based on aggregated 13F filings for Q1 2020.