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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
WF
476
WoodTrust Financial
Wisconsin
$296K
GTAM
477
Global Trust Asset Management
Florida
$295K -$1.95M -7,347 -85%
MCM
478
Maryland Capital Management
Maryland
$294K -$17K -64 -5%
JWBC
479
J.W. Burns & Co
New York
$291K -$58.2K -219 -14%
IDA
480
Intelligence Driven Advisers
California
$290K -$23.9K -90 -6%
PCM
481
Parsons Capital Management
Rhode Island
$290K +$18.6K +70 +6%
SBWM
482
Sunflower Bank Wealth Management
Arizona
$287K -$11.4K -43 -3%
APP
483
Avantax Planning Partners
Iowa
$286K
Toronto Dominion Bank
484
Toronto Dominion Bank
Ontario, Canada
$285K -$744K -2,800 -68%
SIC
485
Salem Investment Counselors
North Carolina
$285K
ZCM
486
Ziegler Capital Management
Illinois
$285K +$345K +1,300 New
S
487
SignatureFD
Georgia
$283K -$166K -626 -33%
ACI
488
Alpha Cubed Investments
California
$282K -$45.2K -170 -12%
AllianceBernstein
489
AllianceBernstein
Tennessee
$281K -$272K -1,024 -44%
FCBT
490
First Citizens Bank & Trust
North Carolina
$281K -$153K -577 -31%
AA
491
Ancora Advisors
Ohio
$276K
BB
492
Busey Bank
Illinois
$276K
SXL
493
Summit X LLC
Missouri
$276K +$341K +1,285 New
RMCM
494
Reynders McVeigh Capital Management
Massachusetts
$274K -$487K -1,835 -59%
9WM
495
9258 Wealth Management
Ohio
$274K -$23.9K -90 -7%
TCBWMS
496
Texas Capital Bank Wealth Management Services
Texas
$269K +$326K +1,229 New
SSB
497
Sandy Spring Bank
Maryland
$268K -$13.3K -50 -4%
TC
498
TownSquare Capital
Utah
$264K +$295K +1,111 New
HFA
499
Hoover Financial Advisors
Pennsylvania
$262K -$21.3K -80 -6%
DW
500
Domani Wealth
Pennsylvania
$262K

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.