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State Street SPDR Dow Jones Industrial Average ETF Trust

718 hedge funds and large institutions have $5.17B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2020 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 201 increasing their positions, 257 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.68% more ownership

Funds ownership: 34.97%44.65% (+9.7%)

1% less call options, than puts

Call options by funds: $3.55B | Put options by funds: $3.57B

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

5% less funds holding

Funds holding: 755718 (-37)

22% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 257

24% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 127

35% less capital invested

Capital invested by funds: $7.93B → $5.17B (-$2.76B)

Holders
718
Holders Change
-37
Holders Change %
-4.9%
% of All Funds
15.82%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
1.01%
New
97
Increased
201
Reduced
257
Closed
127
Calls
$3.55B
Puts
$3.57B
Net Calls
-$18.8M
Net Calls Change
+$809M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Paulson Wealth Management
Illinois
$390K -$246K -925 -36%
CIC
427
Carnegie Investment Counsel
Ohio
$390K -$50.7K -191 -10%
DWM
428
Doyle Wealth Management
Florida
$386K
PA
429
PFG Advisors
Arizona
$384K -$797K -3,001 -65%
AF
430
Allworth Financial
California
$382K +$291K +1,097 +170%
DCM
431
Donaldson Capital Management
Indiana
$380K +$93K +350 +25%
AFA
432
Atlanta Financial Associates
Georgia
$378K +$459K +1,726 New
FI
433
FormulaFolio Investments
Michigan
$375K +$262K +985 +136%
MOS
434
MGO One Seven
Ohio
$374K -$7.97K -30 -2%
OFS
435
Orrstown Financial Services
Pennsylvania
$374K
1WA
436
180 Wealth Advisors
Washington
$374K +$465K +1,750 New
RIL
437
Rothschild Investment LLC
Illinois
$369K +$250K +940 +127%
OIA
438
OneDigital Investment Advisors
Kansas
$367K
EWF
439
Epstein & White Financial
California
$366K -$5.05K -19 -1%
SCA
440
Sage Capital Advisors
South Dakota
$363K +$2.39K +9 +0.5%
Bank Julius Baer & Co
441
Bank Julius Baer & Co
Switzerland
$362K +$463K +1,744 New
EWM
442
Empirical Wealth Management
Washington
$357K -$42.8K -161 -9%
HIS
443
Harvest Investment Services
Illinois
$355K -$4.28M -16,115 -91%
WSFS
444
Wilmington Savings Fund Society
Delaware
$355K +$430K +1,617 New
ML
445
McAdam LLC
Pennsylvania
$353K +$427K +1,609 New
CCA
446
Cobblestone Capital Advisors
New York
$351K
SSWM
447
Sheets Smith Wealth Management
North Carolina
$351K
RCAG
448
Rehmann Capital Advisory Group
Michigan
$349K +$423K +1,592 New
WP
449
WealthPLAN Partners
Nebraska
$348K +$30.5K +115 +8%
JIC
450
Joel Isaacson & Co
New York
$340K -$60.6K -228 -13%

DIA Hedge Fund Activity: Q1 2020 in Review

718 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2020, worth a combined $5.17B — down 35% from $7.93B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of DIA and 97 opened new positions — a net loss of 30 holders — while 257 trimmed existing stakes and 201 added.

The largest buyer was Sumitomo Mitsui Financial Group, opening a new position worth an estimated $130M. The largest seller was Churchill Management, exiting entirely with an estimated $389M sold.

  • 718 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2020, down from 755 in Q4 2019.
  • Funds reported $5.17B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2020, down 35% quarter-over-quarter.
  • 97 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2020 and 127 closed out, a net change of -30 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2020 was Sumitomo Mitsui Financial Group, an estimated $130M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2020 was Churchill Management, an estimated $389M sold.

Based on aggregated 13F filings for Q1 2020.