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State Street SPDR Dow Jones Industrial Average ETF Trust

657 hedge funds and large institutions have $7.39B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 206 increasing their positions, 212 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $6.17B → $7.39B (+$1.22B)

14% more call options, than puts

Call options by funds: $3.16B | Put options by funds: $2.76B

12% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 50

4.54% more ownership

Funds ownership: 29.52%34.07% (+4.5%)

1% less funds holding

Funds holding: 663657 (-6)

3% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 212

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

Holders
657
Holders Change
-6
Holders Change %
-0.9%
% of All Funds
14.27%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.76%
New
56
Increased
206
Reduced
212
Closed
50
Calls
$3.16B
Puts
$2.76B
Net Calls
+$400M
Net Calls Change
+$553M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
401
Sheets Smith Wealth Management
North Carolina
$425K
OFG
402
Oxford Financial Group
Indiana
$424K
SWM
403
SeaCrest Wealth Management
New York
$423K +$10.4K +40 +3%
SWRP
404
Summit Wealth & Retirement Planning
California
$419K +$261 +1 +0.1%
BFC
405
Blue Fin Capital
Rhode Island
$416K -$15.7K -60 -4%
MOS
406
MGO One Seven
Ohio
$416K
BC
407
Burney Company
Virginia
$414K +$4.18K +16 +1%
OC
408
Oarsman Capital
Wisconsin
$413K -$3.92K -15 -1%
JWBC
409
J.W. Burns & Co
New York
$413K
FWM
410
Focused Wealth Management
New York
$408K -$23.2K -89 -5%
CAN
411
Claraphi Advisory Network
United States
$408K
CLOS
412
Compagnie Lombard Odier SCmA
Switzerland
$405K -$36K -138 -8%
FCI
413
Financial Counselors Inc
Kansas
$401K -$2.61K -10 -0.7%
FPB
414
First PREMIER Bank
South Dakota
$399K +$131K +500 +50%
HIIFS
415
Harel Insurance Investments & Financial Services
Israel
$398K
MC
416
Moors & Cabot
Massachusetts
$397K +$1.57K +6 +0.4%
GVAG
417
Great Valley Advisor Group
Delaware
$395K +$58.5K +224 +18%
PA
418
Parallel Advisors
California
$392K -$39.2K -150 -9%
JIC
419
Joel Isaacson & Co
New York
$392K +$261 +1 +0.1%
PIM
420
Penobscot Investment Management
Massachusetts
$391K +$10.4K +40 +3%
LWM
421
Liberty Wealth Management
California
$387K +$175K +671 +85%
PFM
422
Parsec Financial Management
North Carolina
$384K -$8.09K -31 -2%
TA
423
Tiedemann Advisors
New York
$384K
PSG
424
Planning Solutions Group
Maryland
$383K -$15.7K -60 -4%
TH
425
TCTC Holdings
Texas
$383K

DIA Hedge Fund Activity: Q2 2019 in Review

657 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2019, worth a combined $7.39B — up 20% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DIA positions and 50 closed out — a net gain of 6 holders — while 206 added to existing stakes and 212 trimmed.

The largest buyer was Bank of America, adding an estimated $561M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $112M.

  • 657 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2019, down from 663 in Q1 2019.
  • Funds reported $7.39B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2019, up 20% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2019 and 50 closed out, a net change of +6 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2019 was Bank of America, an estimated $561M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2019 was BNP Paribas Financial Markets, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2019.