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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
MIH
526
Meitav Investment House
Israel
$237K +$16.8M +63,247 +5,068%
Fiera Capital (Canada)
527
Fiera Capital (Canada)
Quebec, Canada
$234K
BFPW
528
BOK Financial Private Wealth
Colorado
$233K -$2.13K -8 -0.7%
GG
529
Gofen & Glossberg
Illinois
$232K -$158K -596 -36%
KTA
530
Keeley-Teton Advisors
Illinois
$230K +$266 +1 +0.1%
AA
531
Alesco Advisors
New York
$229K
GCM
532
Gables Capital Management
Florida
$229K
GRP
533
Global Retirement Partners
California
$229K +$29K +109 +12%
IFAM
534
Institutional & Family Asset Management
Colorado
$228K -$881K -3,318 -76%
WCG
535
Weaver Consulting Group
California
$228K
SP
536
Successful Portfolios
Florida
$228K +$2.39K +9 +0.9%
AF
537
Advisornet Financial
Minnesota
$226K +$165K +623 +152%
PIMG
538
Patriot Investment Management Group
Tennessee
$226K +$274K +1,033 New
CAM
539
Carret Asset Management
New York
$224K
ACM
540
Armbruster Capital Management
New York
$224K +$36.7K +138 +16%
APWM
541
Atlas Private Wealth Management
New York
$222K -$7.17K -27 -3%
MGWM
542
Marks Group Wealth Management
Minnesota
$220K -$42K -158 -14%
SCG
543
Sonata Capital Group
Washington
$220K +$531 +2 +0.2%
FIM
544
Frontier Investment Management
Texas
$219K -$31.1K -117 -10%
FPCG
545
Fort Pitt Capital Group
Pennsylvania
$219K -$9.83K -37 -4%
HB
546
Horizon Bancorp
Indiana
$219K
IIM
547
Ipswich Investment Management
Massachusetts
$219K
WU
548
Wealthsimple US
New York
$219K
WCM
549
Windham Capital Management
Massachusetts
$219K
BMO
550
Beck Mack & Oliver
New York
$219K +$266K +1,000 New

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.