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State Street SPDR Dow Jones Industrial Average ETF Trust

576 hedge funds and large institutions have $8.81B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 175 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 28

21% more funds holding in top 10

Funds holding in top 10: 4352 (+9)

20% more funds holding

Funds holding: 481576 (+95)

19% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 147

18% more capital invested

Capital invested by funds: $7.43B → $8.81B (+$1.37B)

0.03% less ownership

Funds ownership: 39.68%39.65% (-0.03%)

24% less call options, than puts

Call options by funds: $2.3B | Put options by funds: $3.02B

Holders
576
Holders Change
+95
Holders Change %
+19.75%
% of All Funds
13.06%
Holding in Top 10
52
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.93%
% of All Funds
1.18%
New
126
Increased
175
Reduced
147
Closed
28
Calls
$2.3B
Puts
$3.02B
Net Calls
-$725M
Net Calls Change
-$780M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
451
Belpointe Asset Management
Nevada
$248K +$237K +1,002 New
DDPIC
452
Deroy & Devereaux Private Investment Counsel
Michigan
$247K
IIM
453
Ipswich Investment Management
Massachusetts
$247K
LA
454
Leonetti & Associates
Illinois
$247K
FFC
455
First Financial Corp
Indiana
$247K +$27K +114 +13%
SWM
456
Sequoia Wealth Management
Illinois
$247K +$232K +981 New
PIM
457
Penobscot Investment Management
Massachusetts
$245K
MFT
458
Moisand Fitzgerald Tamayo
Florida
$241K
BPCE
459
Bank Pictet & Cie (Europe)
Germany
$233K -$381K -1,610 -63%
BF
460
Blankinship & Foster
California
$233K
Franklin Resources
461
Franklin Resources
California
$233K
PGFC
462
Peapack-Gladstone Financial Corp
New Jersey
$233K +$223K +940 New
AFP
463
Ausdal Financial Partners
Iowa
$232K +$474 +2 +0.2%
IMOV
464
Investment Management of Virginia
Virginia
$228K +$218K +922 New
CAM
465
Carret Asset Management
New York
$225K +$216K +911 New
B
466
Brightworth
Georgia
$223K -$1.42K -6 -0.7%
CAM
467
Concorde Asset Management
Michigan
$222K +$212K +896 New
MM
468
Meridian Management
Arkansas
$220K +$211K +890 New
Mariner
469
Mariner
Kansas
$220K +$211K +891 New
TA
470
Trellis Advisors
Washington
$218K +$209K +882 New
NFG
471
Next Financial Group
Texas
$212K -$141K -594 -41%
HWA
472
HCR Wealth Advisors
California
$211K +$202K +854 New
CHJWM
473
Carlton Hofferkamp & Jenks Wealth Management
Texas
$210K +$201K +850 New
SCG
474
Sonata Capital Group
Washington
$210K +$201K +850 New
CHC
475
City Holding Co
West Virginia
$204K +$17.8K +75 +10%

DIA Hedge Fund Activity: Q4 2017 in Review

576 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2017, worth a combined $8.81B — up 18% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new DIA positions and 28 closed out — a net gain of 98 holders — while 175 added to existing stakes and 147 trimmed.

The largest buyer was Bank of America, adding an estimated $231M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $193M.

  • 576 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2017, up from 481 in Q3 2017.
  • Funds reported $8.81B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2017, up 18% quarter-over-quarter.
  • 126 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2017 and 28 closed out, a net change of +98 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2017 was Bank of America, an estimated $231M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2017 was BNP Paribas Financial Markets, an estimated $193M sold.

Based on aggregated 13F filings for Q4 2017.