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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
ML
551
McAdam LLC
Pennsylvania
$28K
FCB
552
First Command Bank
Texas
$27K
FCFS
553
First Command Financial Services
Texas
$27K
WAM
554
Watermark Asset Management
California
$27K
PO
555
Private Ocean
California
$24K -$70.5K -287 -74%
SFM
556
Signet Financial Management
New Jersey
$24K -$5.16K -21 -17%
CCMW
557
Cypress Capital Management (Wyoming)
Wyoming
$24K
MSFP
558
Mark Sheptoff Financial Planning
Connecticut
$24K
MBT
559
Monroe Bank & Trust
Michigan
$24K
SNT
560
Security National Trust
West Virginia
$24K
TDC
561
Thompson Davis & Co
Virginia
$24K
GI
562
Gradient Investments
Minnesota
$21K
MGIA
563
Moneta Group Investment Advisors
Missouri
$18K +$17.7K +72 New
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$17.7K
SFG
565
SevenBridge Financial Group
Pennsylvania
$16K
GFP
566
Gryphon Financial Partners
Ohio
$15K
LNB
567
Ledyard National Bank
$15K
KJWM
568
Kiley Juergens Wealth Management
Washington
$14K +$14.7K +60 New
RIA
569
RPG Investment Advisory
California
$12K
VCM
570
Versant Capital Management
Arizona
$12K
BWL
571
Bogart Wealth LLC
Virginia
$12K +$12.3K +50 New
CWM
572
Cranbrook Wealth Management
Michigan
$11K
PK
573
Pflug Koory
Nebraska
$11K
YWP
574
YorkBridge Wealth Partners
New York
$11K
DWM
575
Destination Wealth Management
California
$10K -$271K -1,105 -96%

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.