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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
WJA
26
Williams Jones & Associates
New York
$48.6M +$5.23M +21,290 +12%
UCFA
27
United Capital Financial Advisors
Texas
$48.2M -$4.75M -19,366 -9%
FIG
28
FundX Investment Group
California
$43.4M -$5.44M -22,159 -11%
Simplex Trading
29
Simplex Trading
Illinois
$42.2M +$22.2M +90,620 +109%
ACM
30
Aviance Capital Management
Florida
$41.3M -$14.2M -57,749 -25%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$39.8M +$7.55M +30,752 +23%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$39.2M -$3.45M -14,038 -8%
Deutsche Bank
33
Deutsche Bank
Germany
$38.2M +$10.1M +41,182 +35%
RJA
34
Raymond James & Associates
Florida
$38M +$3.23M +13,162 +9%
JP Morgan Chase
35
JP Morgan Chase
New York
$37.3M -$65.4M -266,244 -63%
FAG
36
Financial Advisory Group
Texas
$33.6M -$1.4M -5,694 -4%
Squarepoint
37
Squarepoint
New York
$33.4M +$29.1M +118,610 +630%
AG
38
Advisor Group
Arizona
$33.3M -$6.24M -25,408 -16%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$30.2M +$30.5M +124,343 New
BDS
40
Banco de Sabadell
Florida
$29.6M +$655K +2,669 +2%
HCA
41
Heck Capital Advisors
Wisconsin
$27M +$969K +3,948 +4%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$26.5M +$20.8M +84,849 +349%
SB
43
Suntrust Banks
Georgia
$25.9M -$2.39M -9,717 -8%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$25.4M +$4.27M +17,388 +20%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$25.2M -$145M -591,314 -85%
KeyBank National Association
46
KeyBank National Association
Ohio
$24.7M -$37.1K -151 -0.1%
CS
47
Credit Suisse
Switzerland
$23.4M +$4.61M +18,762 +24%
CCM
48
Consolidated Capital Management
California
$23.3M -$1.49M -6,061 -6%
Two Sigma Investments
49
Two Sigma Investments
New York
$23.2M -$64.2M -261,700 -73%
Northern Trust
50
Northern Trust
Illinois
$23.1M -$281K -1,146 -1%

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.