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State Street SPDR Dow Jones Industrial Average ETF Trust

663 hedge funds and large institutions have $7.78B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 207 increasing their positions, 206 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

5% more capital invested

Capital invested by funds: $7.39B → $7.78B (+$393M)

1.84% more ownership

Funds ownership: 34.07%35.91% (+1.8%)

1% more funds holding

Funds holding: 657663 (+6)

0% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 206

11% less call options, than puts

Call options by funds: $3.97B | Put options by funds: $4.45B

Holders
663
Holders Change
+6
Holders Change %
+0.91%
% of All Funds
14.54%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.83%
New
53
Increased
207
Reduced
206
Closed
41
Calls
$3.97B
Puts
$4.45B
Net Calls
-$485M
Net Calls Change
-$885M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
Arkansas Financial Group
Arkansas
$60.5M -$415K -1,554 -0.7%
CS
27
Credit Suisse
Switzerland
$59.8M +$15.9M +59,423 +36%
RJA
28
Raymond James & Associates
Florida
$57.9M -$3.92M -14,708 -6%
WJWM
29
Williams Jones Wealth Management
New York
$53.9M +$53.4M +200,284 New
SB
30
Suntrust Banks
Georgia
$46.6M +$1.14M +4,279 +3%
HighTower Advisors
31
HighTower Advisors
Illinois
$45.9M -$2.15M -8,061 -5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$45.2M -$713K -2,673 -2%
PAG
33
Private Advisor Group
New Jersey
$44.5M +$12.4M +46,485 +40%
PFG
34
Piershale Financial Group
Illinois
$44.3M +$2.2M +8,252 +5%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$42.5M +$986K +3,696 +2%
AG
36
Advisor Group
Arizona
$38.5M -$1.03M -3,845 -3%
FAG
37
Financial Advisory Group
Texas
$31.9M -$1.55M -5,827 -5%
Squarepoint
38
Squarepoint
New York
$31.5M +$8.67M +32,486 +38%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$29M -$823K -3,084 -3%
BTS
40
BB&T Securities
Virginia
$28.7M -$78.2K -293 -0.3%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$27.8M -$498K -1,865 -2%
BMM
42
Berkshire Money Management
Massachusetts
$21.4M -$1.02M -3,834 -5%
Millennium Management
43
Millennium Management
New York
$20.9M +$12.9M +48,245 +164%
SI
44
Stephens Inc
Arkansas
$20.8M -$808K -3,028 -4%
CG
45
Cutler Group
California
$20.2M +$17M +63,537 +554%
CCA
46
Conservest Capital Advisors
Pennsylvania
$20M -$288K -1,080 -1%
SDAM
47
Shulman DeMeo Asset Management
New York
$18.6M +$18.5M +69,244 New
IMOV
48
Investment Management of Virginia
Virginia
$17.8M +$15.4M +57,752 +678%
CIBC World Market
49
CIBC World Market
Ontario, Canada
$17.6M -$3.49M -13,062 -17%
HCA
50
Heck Capital Advisors
Wisconsin
$17.5M -$10.1M -37,720 -37%

DIA Hedge Fund Activity: Q3 2019 in Review

663 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2019, worth a combined $7.78B — up 5.3% from $7.39B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new DIA positions and 41 closed out — a net gain of 12 holders — while 207 added to existing stakes and 206 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $311M. The largest seller was Royal Bank of Canada, cutting an estimated $231M.

  • 663 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2019, up from 657 in Q2 2019.
  • Funds reported $7.78B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2019, up 5.3% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2019 and 41 closed out, a net change of +12 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2019 was Churchill Management, an estimated $311M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2019 was Royal Bank of Canada, an estimated $231M sold.

Based on aggregated 13F filings for Q3 2019.