We are live on ! Find out more
DIA icon

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
BAM
451
Barrett Asset Management
New York
$26K +$5.91K +27 +30%
WAM
452
Watermark Asset Management
California
$25K
TDC
453
Thompson Davis & Co
Virginia
$22K -$6.57K -30 -23%
MSFP
454
Mark Sheptoff Financial Planning
Connecticut
$22K
SNT
455
Security National Trust
West Virginia
$22K
IIC
456
Integrated Investment Consultants
Michigan
$21K
IWM
457
IHT Wealth Management
Illinois
$21K +$16.6K +76 +475%
KF
458
Krilogy Financial
Missouri
$20K +$19.3K +88 New
LF
459
Lee Financial
Texas
$17K
SFG
460
SevenBridge Financial Group
Pennsylvania
$15K
OIA
461
OneDigital Investment Advisors
Kansas
$14K -$3.06K -14 -18%
LNB
462
Ledyard National Bank
$13K
CWM
463
Cranbrook Wealth Management
Michigan
$11K
VCM
464
Versant Capital Management
Arizona
$11K
FFW
465
Fusion Family Wealth
New York
$10K
PK
466
Pflug Koory
Nebraska
$10K
YWP
467
YorkBridge Wealth Partners
New York
$10K
Thrivent Financial for Lutherans
468
Thrivent Financial for Lutherans
Minnesota
$9K
CCS
469
Crosspoint Capital Strategies
California
$9K +$7.22K +33 +550%
TCM
470
Tradewinds Capital Management
Washington
$8K
Walleye Trading
471
Walleye Trading
New York
$7.04K +$1.26M +5,752 +22%
BA
472
Bristlecone Advisors
Washington
$7K +$7.22K +33 New
ATC
473
Adirondack Trust Company
New York
$6K
BTIS
474
BB&T Investment Services
North Carolina
$6K
CWM
475
Cedar Wealth Management
California
$6K

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.