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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
AF
501
Advisornet Financial
Minnesota
$137K +$139K +566 New
IP
502
Intellectus Partners
California
$135K
JCM
503
Jacobi Capital Management
Pennsylvania
$135K +$737 +3 +0.5%
RE
504
RBC Europe
United Kingdom
$131K +$133K +540 New
GBBWRPM
505
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$131K +$4.42K +18 +3%
VNA
506
Valley National Advisers
Pennsylvania
$126K
DOA
507
D'Orazio & Associates
Virginia
$125K
KCPG
508
Kavar Capital Partners Group
Kansas
$121K
FAM
509
Foresters Asset Management
Ontario, Canada
$118K -$7.37K -30 -8%
LPIC
510
LeJeune Puetz Investment Counsel
Michigan
$109K
CCM
511
Covington Capital Management
California
$108K -$61.4K -250 -36%
POIA
512
Pin Oak Investment Advisors
Texas
$96K
VFA
513
Valeo Financial Advisors
Indiana
$95K
DBT
514
Dubuque Bank & Trust
Iowa
$92K
FMTCOCP
515
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$90K
TC
516
Trilogy Capital
California
$87K +$88.4K +360 New
TF
517
Tompkins Financial
New York
$85K
JGIA
518
Jackson Grant Investment Advisers
Connecticut
$85K +$246 +1 +0.3%
JA
519
JOYN Advisors
Georgia
$83K +$84.5K +344 New
PG
520
Patten Group
Tennessee
$81K
VCM
521
Vigilant Capital Management
Maine
$78K
TFO
522
Tarbox Family Office
California
$77K
WAM
523
Wealthspire Advisors (Maryland)
Maryland
$73K -$117K -476 -61%
CBT
524
Capital Bank & Trust
California
$73K
OC
525
Oakworth Capital
Alabama
$73K

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.