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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
RSS
501
Rosenblum Silverman Sutton
California
$262K +$317K +1,194 New
PWLP
502
Prio Wealth Limited Partnership
Massachusetts
$259K -$34.5K -130 -10%
SF
503
Symphony Financial
Texas
$257K +$305K +1,150 New
VCM
504
Vigilant Capital Management
Maine
$256K -$82.9K -312 -21%
CPA
505
Capital Planning Advisors
California
$256K -$69.1K -260 -18%
CG
506
Caprock Group
Idaho
$254K -$571K -2,150 -65%
TCPWM
507
Traverso Chambers Private Wealth Management
California
$254K -$17K -64 -5%
AC
508
Abbrea Capital
California
$252K +$66.4K +250 +28%
DWA
509
Divergent Wealth Advisors
Utah
$250K
CSIC
510
Clifford Swan Investment Counsel
California
$247K
DBIA
511
Dumont & Blake Investment Advisors
New Jersey
$247K +$299K +1,125 New
ZF
512
Zhang Financial
Michigan
$246K
EWM
513
EPG Wealth Management
Georgia
$246K +$119K +449 +67%
EFS
514
Essex Financial Services
Connecticut
$244K +$295K +1,111 New
KFA
515
Kelleher Financial Advisors
New York
$244K +$296K +1,116 New
SW
516
SkyOak Wealth
Michigan
$242K -$19.7K -74 -6%
SMC
517
Smith, Moore & Co
Missouri
$242K +$294K +1,105 New
FAIM
518
Financial Advocates Investment Management
Washington
$241K -$3.58M -13,460 -92%
GT
519
Greenleaf Trust
Michigan
$241K
PL
520
Plancorp LLC
Missouri
$241K +$6.91K +26 +2%
F
521
F3Logic
Minnesota
$240K +$3.45K +13 +1%
Mercer Global Advisors
522
Mercer Global Advisors
Colorado
$237K -$265K -999 -48%
CBFP
523
Cedar Brook Financial Partners
Ohio
$237K -$133K -502 -32%
NCM
524
Neumann Capital Management
California
$237K
PO
525
Private Ocean
California
$237K +$81.3K +306 +39%

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.