We are live on ! Find out more
DIA icon

State Street SPDR Dow Jones Industrial Average ETF Trust

588 hedge funds and large institutions have $6.87B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 162 increasing their positions, 210 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $3.45B | Put options by funds: $3.31B

1.9% less ownership

Funds ownership: 35.53%33.62% (-1.9%)

2% less funds holding

Funds holding: 601588 (-13)

9% less capital invested

Capital invested by funds: $7.52B → $6.87B (-$650M)

18% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 55

23% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 210

27% less funds holding in top 10

Funds holding in top 10: 5641 (-15)

Holders
588
Holders Change
-13
Holders Change %
-2.16%
% of All Funds
13.46%
Holding in Top 10
41
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-26.79%
% of All Funds
0.94%
New
45
Increased
162
Reduced
210
Closed
55
Calls
$3.45B
Puts
$3.31B
Net Calls
+$136M
Net Calls Change
+$914M
Name Holding Trade Value Shares
Change
Change in
Stake
BB
401
Busey Bank
Illinois
$350K
SSB
402
Sandy Spring Bank
Maryland
$349K
CG
403
Colony Group
Massachusetts
$348K +$352K +1,434 New
CSIC
404
Clifford Swan Investment Counsel
California
$346K
NL
405
NWAM LLC
Washington
$344K +$26K +106 +8%
PWLP
406
Prio Wealth Limited Partnership
Massachusetts
$342K
WF
407
WoodTrust Financial
Wisconsin
$342K
CLOS
408
Compagnie Lombard Odier SCmA
Switzerland
$340K
DLHL
409
Donald L. Hagan LLC
Florida
$340K
NFG
410
Nadler Financial Group
Illinois
$340K
AA
411
Ancora Advisors
Ohio
$339K
FCH
412
Freestone Capital Holdings
Washington
$339K +$5.16K +21 +2%
APP
413
Avantax Planning Partners
Iowa
$328K
CG
414
CFO4Life Group
Texas
$320K -$297K -1,209 -48%
MCM
415
Maryland Capital Management
Maryland
$316K -$130K -531 -29%
CNC
416
Citizens & Northern Corp
Pennsylvania
$316K
PCM
417
Price Capital Management
Louisiana
$316K +$319K +1,300 New
BFA
418
Beaumont Financial Advisors
Massachusetts
$312K
LFR
419
Lehman Financial Resources
Pennsylvania
$310K +$51.6K +210 +20%
AC
420
Abbrea Capital
California
$309K
VCM
421
Vivaldi Capital Management
Illinois
$309K +$1.47K +6 +0.5%
PGFC
422
Peapack-Gladstone Financial Corp
New Jersey
$306K
HH
423
Hilltop Holdings
Texas
$305K -$1.25M -5,095 -80%
PIM
424
Penobscot Investment Management
Massachusetts
$303K +$24.6K +100 +9%
AllianceBernstein
425
AllianceBernstein
Tennessee
$299K +$44.4K +181 +17%

DIA Hedge Fund Activity: Q2 2018 in Review

588 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2018, worth a combined $6.87B — down 8.6% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of DIA and 45 opened new positions — a net loss of 10 holders — while 210 trimmed existing stakes and 162 added.

The largest buyer was Bank of America, adding an estimated $623M. The largest seller was Churchill Management, cutting an estimated $361M.

  • 588 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2018, down from 601 in Q1 2018.
  • Funds reported $6.87B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2018, down 8.6% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2018 and 55 closed out, a net change of -10 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2018 was Bank of America, an estimated $623M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2018 was Churchill Management, an estimated $361M sold.

Based on aggregated 13F filings for Q2 2018.