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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
BBHC
426
Brown Brothers Harriman & Co
New York
$78K
CCMW
427
Cypress Capital Management (Wyoming)
Wyoming
$77K
JGIA
428
Jackson Grant Investment Advisers
Connecticut
$77K +$75.5K +345 New
VCM
429
Vigilant Capital Management
Maine
$72K
TFO
430
Tarbox Family Office
California
$71K -$39.6K -181 -36%
OC
431
Oakworth Capital
Alabama
$66K
VFA
432
Valeo Financial Advisors
Indiana
$62K +$60.2K +275 New
FCB
433
First Command Bank
Texas
$61K
FCFS
434
First Command Financial Services
Texas
$61K
SEI Investments
435
SEI Investments
Pennsylvania
$61K +$28.7K +131 +93%
RFM
436
Royal Fund Management
Florida
$58K +$57.3K +262 New
SWA
437
Sutton Wealth Advisors
Florida
$56.2K
EWM
438
Endurance Wealth Management
Rhode Island
$54K
AC
439
Alexandria Capital
Virginia
$51K
PFBT
440
Parkside Financial Bank & Trust
Missouri
$50K
WAP
441
Wealthcare Advisory Partners
Pennsylvania
$42K +$41.4K +189 New
GRP
442
Global Retirement Partners
California
$37K
WAS
443
Winch Advisory Services
Wisconsin
$36K -$279K -1,276 -89%
AOWM
444
Alpha Omega Wealth Management
Virginia
$35K
KTC
445
Kistler-Tiffany Companies
Pennsylvania
$35K
GEA
446
Glen Eagle Advisors
New Jersey
$33.6K +$32.8K +150 New
MA
447
MCF Advisors
Kentucky
$31K +$7.44K +34 +32%
HIIFS
448
Harel Insurance Investments & Financial Services
Israel
$31K +$30.6K +140 New
DRS
449
Deane Retirement Strategies
Louisiana
$27K
MIM
450
Macroview Investment Management
Maryland
$27K

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.