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State Street SPDR Dow Jones Industrial Average ETF Trust

663 hedge funds and large institutions have $7.78B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 207 increasing their positions, 206 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

5% more capital invested

Capital invested by funds: $7.39B → $7.78B (+$393M)

1.84% more ownership

Funds ownership: 34.07%35.91% (+1.8%)

1% more funds holding

Funds holding: 657663 (+6)

0% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 206

11% less call options, than puts

Call options by funds: $3.97B | Put options by funds: $4.45B

Holders
663
Holders Change
+6
Holders Change %
+0.91%
% of All Funds
14.54%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.83%
New
53
Increased
207
Reduced
206
Closed
41
Calls
$3.97B
Puts
$4.45B
Net Calls
-$485M
Net Calls Change
-$885M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
401
Gofen & Glossberg
Illinois
$445K +$801 +3 +0.2%
NL
402
NWAM LLC
Washington
$445K +$158K +593 +56%
SCA
403
Sage Capital Advisors
South Dakota
$441K -$534 -2 -0.1%
BPWA
404
Beacon Pointe Wealth Advisors
California
$435K +$432K +1,617 New
CCA
405
Cobblestone Capital Advisors
New York
$431K
SSWM
406
Sheets Smith Wealth Management
North Carolina
$431K
GVAG
407
Great Valley Advisor Group
Delaware
$431K +$31.2K +117 +8%
OFG
408
Oxford Financial Group
Indiana
$429K
PCA
409
Personal Capital Advisors
California
$424K +$37.9K +142 +10%
MOS
410
MGO One Seven
Ohio
$422K
JWBC
411
J.W. Burns & Co
New York
$422K +$4K +15 +1%
CAM
412
Concorde Asset Management
Michigan
$419K -$323K -1,212 -44%
OC
413
Oarsman Capital
Wisconsin
$419K
OSNBOA
414
Old Second National Bank of Aurora
Illinois
$417K -$70.2K -263 -15%
BFC
415
Blue Fin Capital
Rhode Island
$413K -$7.74K -29 -2%
CAN
416
Claraphi Advisory Network
United States
$413K
BC
417
Burney Company
Virginia
$411K -$8.27K -31 -2%
JG
418
Jefferies Group
New York
$409K -$2.07M -7,754 -84%
FCI
419
Financial Counselors Inc
Kansas
$406K
HIIFS
420
Harel Insurance Investments & Financial Services
Israel
$403K
RA
421
RFG Advisory
Alabama
$402K +$17.1K +64 +4%
CBFP
422
Cedar Brook Financial Partners
Ohio
$402K +$182K +683 +84%
JIC
423
Joel Isaacson & Co
New York
$398K +$267 +1 +0.1%
PIM
424
Penobscot Investment Management
Massachusetts
$396K
FWM
425
Focused Wealth Management
New York
$393K -$20.3K -76 -5%

DIA Hedge Fund Activity: Q3 2019 in Review

663 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2019, worth a combined $7.78B — up 5.3% from $7.39B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new DIA positions and 41 closed out — a net gain of 12 holders — while 207 added to existing stakes and 206 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $311M. The largest seller was Royal Bank of Canada, cutting an estimated $231M.

  • 663 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2019, up from 657 in Q2 2019.
  • Funds reported $7.78B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2019, up 5.3% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2019 and 41 closed out, a net change of +12 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2019 was Churchill Management, an estimated $311M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2019 was Royal Bank of Canada, an estimated $231M sold.

Based on aggregated 13F filings for Q3 2019.