We are live on ! Find out more
DIA icon

State Street SPDR Dow Jones Industrial Average ETF Trust

576 hedge funds and large institutions have $8.81B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 175 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 28

21% more funds holding in top 10

Funds holding in top 10: 4352 (+9)

20% more funds holding

Funds holding: 481576 (+95)

19% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 147

18% more capital invested

Capital invested by funds: $7.43B → $8.81B (+$1.37B)

0.03% less ownership

Funds ownership: 39.68%39.65% (-0.03%)

24% less call options, than puts

Call options by funds: $2.3B | Put options by funds: $3.02B

Holders
576
Holders Change
+95
Holders Change %
+19.75%
% of All Funds
13.06%
Holding in Top 10
52
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.93%
% of All Funds
1.18%
New
126
Increased
175
Reduced
147
Closed
28
Calls
$2.3B
Puts
$3.02B
Net Calls
-$725M
Net Calls Change
-$780M
Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
401
Prio Wealth Limited Partnership
Massachusetts
$348K +$71.1K +300 +27%
BA
402
Bristol Advisors
Pennsylvania
$346K -$1.14M -4,800 -77%
NFG
403
Nadler Financial Group
Illinois
$346K
LSAG
404
Lake Street Advisors Group
New Hampshire
$345K +$330K +1,395 New
AA
405
Ancora Advisors
Ohio
$335K
GA
406
Gateway Advisory
New Jersey
$334K +$320K +1,349 New
SCA
407
Snowden Capital Advisors
New York
$332K +$318K +1,344 New
APP
408
Avantax Planning Partners
Iowa
$322K
CAL
409
Capital Analysts LLC
Pennsylvania
$322K +$71.1K +300 +30%
S
410
SignatureFD
Georgia
$320K +$81K +342 +36%
BFA
411
Beaumont Financial Advisors
Massachusetts
$318K
NCM
412
Neumann Capital Management
California
$317K
CMBA
413
C.M. Bidwell & Associates
Hawaii
$314K +$301K +1,270 New
PCA
414
Personal Capital Advisors
California
$313K +$299K +1,264 New
CAPTRUST Financial Advisors
415
CAPTRUST Financial Advisors
North Carolina
$300K -$51.6K -218 -15%
GP
416
Girard Partners
Pennsylvania
$297K -$4.03K -17 -1%
RE
417
RBC Europe
United Kingdom
$297K
CWA
418
Clarus Wealth Advisors
Arizona
$296K +$284K +1,198 New
VCM
419
Virtue Capital Management
Tennessee
$296K +$284K +1,198 New
PWAP
420
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$295K +$237 +1 +0.1%
LNWWM
421
Laird Norton Wetherby Wealth Management
California
$292K +$45K +190 +19%
ZF
422
Zhang Financial
Michigan
$291K
PFM
423
Parsec Financial Management
North Carolina
$291K +$1.18K +5 +0.4%
TWA
424
TCI Wealth Advisors
Arizona
$291K +$71.1K +300 +34%
PFA
425
Paradigm Financial Advisors
Missouri
$288K

DIA Hedge Fund Activity: Q4 2017 in Review

576 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2017, worth a combined $8.81B — up 18% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new DIA positions and 28 closed out — a net gain of 98 holders — while 175 added to existing stakes and 147 trimmed.

The largest buyer was Bank of America, adding an estimated $231M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $193M.

  • 576 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2017, up from 481 in Q3 2017.
  • Funds reported $8.81B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2017, up 18% quarter-over-quarter.
  • 126 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2017 and 28 closed out, a net change of +98 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2017 was Bank of America, an estimated $231M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2017 was BNP Paribas Financial Markets, an estimated $193M sold.

Based on aggregated 13F filings for Q4 2017.