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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
CAM
476
Carret Asset Management
New York
$221K
CMBA
477
C.M. Bidwell & Associates
Hawaii
$218K
WAS
478
WESPAC Advisors SoCal
California
$218K +$98.2K +400 +80%
EIA
479
Eldridge Investment Advisors
New Hampshire
$216K -$20.9K -85 -9%
MM
480
Meridian Management
Arkansas
$216K
TA
481
Trellis Advisors
Washington
$214K
Lido Advisors
482
Lido Advisors
California
$214K +$217K +883 New
RWP
483
RWA Wealth Partners
Massachusetts
$212K +$51.8K +211 +32%
VCM
484
Virtue Capital Management
Tennessee
$210K -$50.3K -205 -19%
SCG
485
Sonata Capital Group
Washington
$206K
CAG
486
Crestwood Advisors Group
Massachusetts
$205K +$200K +813 New
WCM
487
Wealthcare Capital Management
Virginia
$196K
CA
488
Crewe Advisors
Utah
$191K
CHC
489
City Holding Co
West Virginia
$188K -$12.3K -50 -6%
BFEC
490
Benjamin F. Edwards & Company
Missouri
$186K +$62.9K +256 +50%
LWM
491
Lenox Wealth Management
Ohio
$182K +$9.33K +38 +5%
WAP
492
Wealthcare Advisory Partners
Pennsylvania
$181K +$39.3K +160 +27%
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$175K -$9.43M -38,416 -98%
TRCT
494
Tower Research Capital (TRC)
New York
$173K -$11.6M -47,452 -99%
RFA
495
Reilly Financial Advisors
California
$166K
AWM
496
AllSquare Wealth Management
New York
$166K +$32.4K +132 +24%
AF
497
Allworth Financial
California
$164K +$25K +102 +18%
ACS
498
Archford Capital Strategies
Illinois
$159K
BA
499
Ballew Advisors
Mississippi
$152K -$13.5K -55 -8%
BWA
500
Burt Wealth Advisors
Maryland
$146K

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.