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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
EIA
551
Eldridge Investment Advisors
New Hampshire
$213K
MFT
552
Moisand Fitzgerald Tamayo
Florida
$213K
DL
553
DOHJ LLC
Washington
$210K
RFO
554
RiverGlades Family Offices
Florida
$208K +$13.3K +50 +6%
GIM
555
Greenwich Investment Management
Connecticut
$208K +$252K +950 New
DHFB
556
Dixon Hubard Feinour & Brown
Virginia
$208K +$253K +951 New
CIAS
557
CBIZ Investment Advisory Services
Ohio
$207K
NA
558
NewEdge Advisors
Louisiana
$206K
PGFC
559
Peapack-Gladstone Financial Corp
New Jersey
$206K
AIP
560
Ahrens Investment Partners
Louisiana
$205K -$55.8K -210 -18%
LWM
561
Liberty Wealth Management
California
$205K -$3.98K -15 -2%
RICHC
562
Renaissance Investment Consultants Holding Company
Pennsylvania
$205K +$11.2K +42 +5%
BMM
563
Berkshire Money Management
Massachusetts
$203K -$21.7M -81,697 -99%
JWBC
564
John W. Brooker & Co
California
$203K +$9.3K +35 +4%
CMI
565
Clare Market Investments
Texas
$202K -$29.8K -112 -11%
SDWMA
566
Schneider Downs Wealth Management Advisors
Pennsylvania
$201K
CFA
567
Carroll Financial Associates
North Carolina
$200K +$243K +913 New
WWM
568
Willingdon Wealth Management
North Carolina
$198K +$240K +903 New
RDWM
569
Red Door Wealth Management
Tennessee
$190K +$13.5K +51 +6%
EK
570
Evensky & Katz
Florida
$189K
SFG
571
Sowa Financial Group
Rhode Island
$189K
WAP
572
Wealthcare Advisory Partners
Pennsylvania
$187K -$31.1K -117 -12%
NFG
573
Next Financial Group
Texas
$183K -$927K -3,490 -81%
C
574
Certuity
Florida
$183K -$16.2K -61 -7%
First Manhattan
575
First Manhattan
New York
$175K

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.