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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
MPPLM
526
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$72K -$208K -846 -74%
PCG
527
Private Capital Group
Connecticut
$71K
AIS
528
Accurate Investment Solutions
Pennsylvania
$67K -$109K -444 -62%
WTB
529
Washington Trust Bank
Washington
$58K -$23.1K -94 -28%
AOWM
530
Alpha Omega Wealth Management
Virginia
$58K +$19.6K +80 +51%
CA
531
Centerpoint Advisors
Massachusetts
$55K
CAC
532
Certified Advisory Corp
Florida
$55K +$246 +1 +0.4%
PFBT
533
Parkside Financial Bank & Trust
Missouri
$54K
MSA
534
Marino Stram & Associates
Massachusetts
$50K +$246 +1 +0.5%
BBHC
535
Brown Brothers Harriman & Co
New York
$49K
B
536
Bridgeworth
Alabama
$47K +$48.1K +196 New
TFS
537
TrustCore Financial Services
Tennessee
$46K
WPW
538
Winthrop Partners - WNY
New York
$45.4K
GEA
539
Glen Eagle Advisors
New Jersey
$44.9K
EWM
540
Endurance Wealth Management
Rhode Island
$40K -$18.4K -75 -31%
WAS
541
Winch Advisory Services
Wisconsin
$40K +$246 +1 +0.6%
1IA
542
1834 Investment Advisors
Wisconsin
$39K
SWMG
543
Signature Wealth Management Group
Georgia
$38K
BWM
544
BerganKDV Wealth Management
Minnesota
$38K +$38.8K +158 New
HCM
545
Horrell Capital Management
Arkansas
$36K +$36.8K +150 New
HIIFS
546
Harel Insurance Investments & Financial Services
Israel
$34K -$11.8K -48 -26%
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$30K +$30.7K +125 New
DRS
548
Deane Retirement Strategies
Louisiana
$29K
OIA
549
Optimum Investment Advisors
Illinois
$29K
BAM
550
Barrett Asset Management
New York
$28K

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.