DIA icon

SPDR Dow Jones Industrial Average ETF Trust
DIA

Overview Fund Activity

600 hedge funds and large institutions have $7.52B invested in SPDR Dow Jones Industrial Average ETF Trust in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 195 increasing their positions, 173 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+25
Holders Change %
+4.35%
% of All Funds
13.77%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
1.29%
New
85
Increased
195
Reduced
173
Closed
56
Calls
$3.18B
Puts
$3.96B
Net Calls
-$778M
Net Calls Change
-$53.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$337M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
+$177M
3
QIM
Quantitative Investment Management
Virginia
+$101M
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
+$61.9M
5
Citigroup
Citigroup
New York
+$59.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$810M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$232M
3
CM
Churchill Management
California
-$150M
4
MSU
Mizuho Securities USA
New York
-$130M
5
SG Americas Securities
SG Americas Securities
New York
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
501
Reilly Financial Advisors
California
$165K -$10.8K -45 -6%
BA
502
Ballew Advisors
Mississippi
$165K +$165K +682 New
ACS
503
Archford Capital Strategies
Illinois
$162K +$162K +655 New
RWP
504
RWA Wealth Partners
Massachusetts
$160K +$160K +661 New
Loomis, Sayles & Company
505
Loomis, Sayles & Company
Massachusetts
$159K +$159K +660 New
BWA
506
Burt Wealth Advisors
Maryland
$145K – – –
WAP
507
Wealthcare Advisory Partners
Pennsylvania
$141K +$95.4K +396 +210%
AF
508
Allworth Financial
California
$139K – – –
IP
509
Intellectus Partners
California
$134K – – –
AWM
510
AllSquare Wealth Management
New York
$133K – – –
JCM
511
Jacobi Capital Management
Pennsylvania
$130K +$71.1K +302 +121%
S
512
SignatureFD
Georgia
$126K -$185K -768 -59%
GBBWRPM
513
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$126K – – –
VNA
514
Valley National Advisers
Pennsylvania
$125K – – –
BFEC
515
Benjamin F. Edwards & Company
Missouri
$124K +$14.5K +60 +13%
DOA
516
D'Orazio & Associates
Virginia
$124K +$124K +515 New
KCPG
517
Kavar Capital Partners Group
Kansas
$121K +$121K +500 New
WAS
518
WESPAC Advisors SoCal
California
$120K – – –
LPIC
519
LeJeune Puetz Investment Counsel
Michigan
$109K – – –
POIA
520
Pin Oak Investment Advisors
Texas
$96K +$96K +397 New
PO
521
Private Ocean
California
$93K +$40.1K +167 +76%
DBT
522
Dubuque Bank & Trust
Iowa
$92K – – –
VFA
523
Valeo Financial Advisors
Indiana
$91K -$481 -2 -0.5%
FMTCOCP
524
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$89.3K – – –
TF
525
Tompkins Financial
New York
$84K – – –
19 20
21
22 23