We are live on ! Find out more
DIA icon

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
OSNBOA
451
Old Second National Bank of Aurora
Illinois
$340K
BC
452
Burney Company
Virginia
$340K +$6.64K +25 +2%
WSTAM
453
Wilbanks Smith & Thomas Asset Management
Virginia
$337K +$9.83K +37 +2%
HWM
454
Howard Wealth Management
Connecticut
$334K -$50.5K -190 -11%
PIM
455
Penobscot Investment Management
Massachusetts
$333K
IFG
456
Investors Financial Group
Minnesota
$333K +$404K +1,519 New
LA
457
LexAurum Advisors
Kansas
$333K +$404K +1,520 New
DLHL
458
Donald L. Hagan LLC
Florida
$331K
MWM
459
MinichMacGregor Wealth Management
New York
$331K +$374K +1,407 New
OC
460
Oarsman Capital
Wisconsin
$330K
BFEC
461
Benjamin F. Edwards & Company
Missouri
$329K -$921K -3,467 -70%
PPP
462
Private Portfolio Partners
New Jersey
$324K +$21K +79 +6%
BFC
463
Blue Fin Capital
Rhode Island
$320K -$20.2K -76 -5%
TA
464
Tiedemann Advisors
New York
$318K +$797 +3 +0.2%
TH
465
TCTC Holdings
Texas
$316K
FUBT
466
First United Bank & Trust
Maryland
$313K -$179K -675 -32%
EWA
467
Exencial Wealth Advisors
Oklahoma
$312K +$106K +400 +39%
WA
468
Waverly Advisors
Alabama
$312K +$379K +1,425 New
RA
469
RFG Advisory
Alabama
$307K -$17.3K -65 -4%
TWA
470
TCI Wealth Advisors
Arizona
$304K +$186K +700 +102%
CCM
471
Coldstream Capital Management
Washington
$302K -$25.2K -95 -6%
FWM
472
Focused Wealth Management
New York
$301K -$15.1K -57 -4%
FIB
473
First Interstate Bank
Montana
$299K -$120K -451 -25%
NA
474
Nottingham Advisors
New York
$298K
IFWM
475
Institute for Wealth Management
Colorado
$297K +$360K +1,356 New

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.