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State Street SPDR Dow Jones Industrial Average ETF Trust

481 hedge funds and large institutions have $7.43B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 156 increasing their positions, 142 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

22% more capital invested

Capital invested by funds: $6.1B → $7.43B (+$1.33B)

2.58% more ownership

Funds ownership: 37.1%39.68% (+2.6%)

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

2% more funds holding

Funds holding: 473481 (+8)

10% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 142

4% more call options, than puts

Call options by funds: $1.31B | Put options by funds: $1.25B

Holders
481
Holders Change
+8
Holders Change %
+1.69%
% of All Funds
11.99%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
1.07%
New
43
Increased
156
Reduced
142
Closed
32
Calls
$1.31B
Puts
$1.25B
Net Calls
+$55.3M
Net Calls Change
-$79.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
401
Wealthcare Capital Management
Virginia
$180K
WAM
402
Wealthspire Advisors (Maryland)
Maryland
$172K +$32.4K +148 +24%
CHC
403
City Holding Co
West Virginia
$168K
HI
404
Hudock Inc
Pennsylvania
$167K -$555K -2,538 -77%
AIS
405
Accurate Investment Solutions
Pennsylvania
$143K -$84.9K -388 -38%
BWA
406
Burt Wealth Advisors
Maryland
$134K
AF
407
Allworth Financial
California
$129K -$35.4K -162 -22%
RFA
408
Reilly Financial Advisors
California
$128K -$21.9K -100 -15%
CFG
409
Citizens Financial Group
Rhode Island
$128K
AWM
410
AllSquare Wealth Management
New York
$124K
IP
411
Intellectus Partners
California
$124K +$13.1K +60 +12%
GBBWRPM
412
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$116K
VNA
413
Valley National Advisers
Pennsylvania
$116K
BL
414
Balentine LLC
Georgia
$112K
WAS
415
WESPAC Advisors SoCal
California
$111K
FAM
416
Foresters Asset Management
Ontario, Canada
$108K -$4.38K -20 -5%
KHLMTHM
417
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$105K
LPIC
418
LeJeune Puetz Investment Counsel
Michigan
$101K +$98.5K +450 New
WTB
419
Washington Trust Bank
Washington
$96K +$41.4K +189 +79%
CCM
420
Covington Capital Management
California
$94K +$91.9K +420 New
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$88K
PG
422
Patten Group
Tennessee
$87K
DBT
423
Dubuque Bank & Trust
Iowa
$85K
LWM
424
Lenox Wealth Management
Ohio
$84K
FMTCOCP
425
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$82.8K

DIA Hedge Fund Activity: Q3 2017 in Review

481 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2017, worth a combined $7.43B — up 22% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DIA positions and 32 closed out — a net gain of 11 holders — while 156 added to existing stakes and 142 trimmed.

The largest buyer was Bank of America, adding an estimated $425M. The largest seller was Morgan Stanley, cutting an estimated $209M.

  • 481 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2017, up from 473 in Q2 2017.
  • Funds reported $7.43B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2017, up 22% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2017 and 32 closed out, a net change of +11 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2017 was Bank of America, an estimated $425M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2017 was Morgan Stanley, an estimated $209M sold.

Based on aggregated 13F filings for Q3 2017.