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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
CA
576
Crewe Advisors
Utah
$172K
WCM
577
Wealthcare Capital Management
Virginia
$166K
CHC
578
City Holding Co
West Virginia
$153K
BlackRock
579
BlackRock
New York
$151K -$11.2K -42 -6%
CWP
580
CFM Wealth Partners
Texas
$151K +$182K +687 New
BWA
581
BDO Wealth Advisors
Florida
$148K +$137K +515 +322%
RFA
582
Reilly Financial Advisors
California
$145K
EIP
583
Ellis Investment Partners
Pennsylvania
$142K +$2.13K +8 +1%
VNA
584
Valley National Advisers
Pennsylvania
$138K
Kayne Anderson Rudnick Investment Management
585
Kayne Anderson Rudnick Investment Management
California
$134K
QAM
586
QCI Asset Management
New York
$134K
EFSCE
587
Enterprise Financial Services Corp (EFSC)
Missouri
$132K
EP
588
Eudaimonia Partners
Tennessee
$126K +$42.2K +159 +38%
JCM
589
Jacobi Capital Management
Pennsylvania
$123K -$83.9K -316 -36%
RE
590
RBC Europe
United Kingdom
$118K
MCM
591
McMillion Capital Management
North Carolina
$118K
EDRH
592
Edmond de Rothschild Holding
Switzerland
$118K +$19.9K +75 +16%
NSIM
593
North Star Investment Management
Illinois
$116K -$189K -713 -57%
CA
594
Clearstead Advisors
Ohio
$116K +$141K +530 New
DWM
595
Darwin Wealth Management
Florida
$115K +$140K +527 New
DOA
596
D'Orazio & Associates
Virginia
$113K
KPCM
597
Kings Point Capital Management
New York
$110K -$68.5K -258 -34%
FCA
598
FinTrust Capital Advisors
South Carolina
$102K +$123K +464 New
EWA
599
Evolution Wealth Advisors
Florida
$101K -$155K -585 -56%
BWA
600
Burt Wealth Advisors
Maryland
$99K

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.