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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
Fisher Asset Management
426
Fisher Asset Management
Washington
$299K +$302K +1,231 New
Asset Management One
427
Asset Management One
Japan
$297K -$319K -1,299 -51%
TPCM
428
Three Peaks Capital Management
Colorado
$295K +$298K +1,214 New
STA
429
Summit Trail Advisors
New York
$292K +$295K +1,200 New
PWAP
430
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$289K
PCA
431
Personal Capital Advisors
California
$287K -$19.9K -81 -6%
GG
432
Gofen & Glossberg
Illinois
$287K
PFM
433
Parsec Financial Management
North Carolina
$287K +$982 +4 +0.3%
TWA
434
TCI Wealth Advisors
Arizona
$285K
BCM
435
Bayesian Capital Management
New York
$285K +$288K +1,173 New
GP
436
Girard Partners
Pennsylvania
$282K -$10.8K -44 -4%
DW
437
Domani Wealth
Pennsylvania
$281K
RWA
438
Ropes Wealth Advisors
Massachusetts
$281K
RG
439
Rikoon Group
New Mexico
$280K -$36.6K -149 -11%
CAM
440
CenterStar Asset Management
Illinois
$280K
F
441
F3Logic
Minnesota
$277K -$147K -598 -34%
DWA
442
Divergent Wealth Advisors
Utah
$277K
Cerity Partners
443
Cerity Partners
New York
$276K -$41.5K -169 -13%
PFA
444
Paradigm Financial Advisors
Missouri
$276K -$6.38K -26 -2%
CW
445
Cobiz Wealth
Colorado
$276K
ZF
446
Zhang Financial
Michigan
$273K -$7.61K -31 -3%
GCM
447
Gables Capital Management
Florida
$272K +$3.68K +15 +1%
GT
448
Greenleaf Trust
Michigan
$267K
SP
449
Successful Portfolios
Florida
$266K -$7.37K -30 -3%
CC
450
Cadinha & Co
Hawaii
$265K +$55.2K +225 +26%

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.