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SPDR Dow Jones Industrial Average ETF Trust
DIA

Overview Fund Activity

630 hedge funds and large institutions have $6.49B invested in SPDR Dow Jones Industrial Average ETF Trust in 2018 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 187 increasing their positions, 189 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+23
Holders Change %
+3.79%
% of All Funds
14.06%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.85%
New
102
Increased
187
Reduced
189
Closed
73
Calls
$3.57B
Puts
$3.09B
Net Calls
+$482M
Net Calls Change
-$1.21B

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$343M
2
Bank of America
Bank of America
North Carolina
+$222M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$130M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$123M
5
Morgan Stanley
Morgan Stanley
New York
+$49.8M

Top Sellers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
-$215M
2
MSU
Mizuho Securities USA
New York
-$203M
3
Nomura Holdings
Nomura Holdings
Japan
-$176M
4
Citadel Advisors
Citadel Advisors
Florida
-$138M
5
CWM
Cornerstone Wealth Management
Missouri
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
576
Winthrop Partners - WNY
New York
$43.6K – – –
SIAG
577
Signet Investment Advisory Group
Rhode Island
$40K +$40K +174 New
WAS
578
Winch Advisory Services
Wisconsin
$39K +$236 +1 +0.6%
1IA
579
1834 Investment Advisors
Wisconsin
$38K – – –
HCM
580
Horrell Capital Management
Arkansas
$38K +$252 +1 +0.7%
BAMG
581
Brand Asset Management Group
Missouri
$38K +$38K +164 New
BWM
582
BerganKDV Wealth Management
Minnesota
$37K – – –
AOWM
583
Alpha Omega Wealth Management
Virginia
$37K – – –
KPW
584
Kore Private Wealth
New York
$32K +$32K +138 New
FMII
585
Farmers & Merchants Investments Inc
Nebraska
$29K – – –
OIA
586
Optimum Investment Advisors
Illinois
$28K -$101K -431 -78%
DRS
587
Deane Retirement Strategies
Louisiana
$28K – – –
BAM
588
Barrett Asset Management
New York
$27K – – –
WAM
589
Watermark Asset Management
California
$26K – – –
MSFP
590
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
SNT
591
Security National Trust
West Virginia
$23K – – –
CIAS
592
Capital Investment Advisory Services
North Carolina
$23K +$23K +100 New
AIM
593
Arcadia Investment Management
Michigan
$23K +$23K +100 New
NC
594
NewSquare Capital
Pennsylvania
$23K +$23K +100 New
MWA
595
Meridian Wealth Advisors
Texas
$23K +$23K +100 New
EI
596
Ellevest Inc
New York
$21K +$21K +89 New
LWANC
597
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K +$18K +79 New
MPWT
598
MassMutual Private Wealth & Trust
Connecticut
$17K – – –
SFG
599
SevenBridge Financial Group
Pennsylvania
$15K – – –
LNB
600
Ledyard National Bank
$14K – – –
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