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State Street SPDR Dow Jones Industrial Average ETF Trust

663 hedge funds and large institutions have $7.78B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 207 increasing their positions, 206 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

5% more capital invested

Capital invested by funds: $7.39B → $7.78B (+$393M)

1.84% more ownership

Funds ownership: 34.07%35.91% (+1.8%)

1% more funds holding

Funds holding: 657663 (+6)

0% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 206

11% less call options, than puts

Call options by funds: $3.97B | Put options by funds: $4.45B

Holders
663
Holders Change
+6
Holders Change %
+0.91%
% of All Funds
14.54%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.83%
New
53
Increased
207
Reduced
206
Closed
41
Calls
$3.97B
Puts
$4.45B
Net Calls
-$485M
Net Calls Change
-$885M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
601
Realta Investment Advisors
Delaware
$46K +$13.3K +50 +42%
CFB
602
Cullen/Frost Bankers
Texas
$46K +$18.1K +68 +67%
WAS
603
Winch Advisory Services
Wisconsin
$45K +$267 +1 +0.6%
BAMG
604
Brand Asset Management Group
Missouri
$44K
BWA
605
BDO Wealth Advisors
Florida
$43K
SCA
606
Stonebridge Capital Advisors
Minnesota
$43K
EWM
607
Endurance Wealth Management
Rhode Island
$40K
FCA
608
FinTrust Capital Advisors
South Carolina
$39K
ST
609
Smithfield Trust
Pennsylvania
$39K +$38.7K +145 New
AIC
610
Archer Investment Corporation
Indiana
$36K +$11.7K +44 +50%
PG
611
Proffitt & Goodson
Tennessee
$36K +$35.5K +133 New
GI
612
Gradient Investments
Minnesota
$35K -$53.4K -200 -60%
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$34K
BWM
614
BerganKDV Wealth Management
Minnesota
$32K
DRS
615
Deane Retirement Strategies
Louisiana
$32K
OIA
616
Optimum Investment Advisors
Illinois
$32K
PCIA
617
Prime Capital Investment Advisors
Kansas
$31K -$22.7K -85 -43%
1IA
618
1834 Investment Advisors
Wisconsin
$31K -$9.61K -36 -24%
APC
619
Aspire Private Capital
North Carolina
$31K -$1.33K -5 -4%
FM
620
Forward Management
California
$31K +$30.4K +114 New
CIAS
621
Capital Investment Advisory Services
North Carolina
$27K -$1.6K -6 -6%
AIM
622
Arcadia Investment Management
Michigan
$27K
CAM
623
CenterStar Asset Management
Illinois
$27K
CAC
624
Certified Advisory Corp
Florida
$27K
MSFP
625
Mark Sheptoff Financial Planning
Connecticut
$27K

DIA Hedge Fund Activity: Q3 2019 in Review

663 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2019, worth a combined $7.78B — up 5.3% from $7.39B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new DIA positions and 41 closed out — a net gain of 12 holders — while 207 added to existing stakes and 206 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $311M. The largest seller was Royal Bank of Canada, cutting an estimated $231M.

  • 663 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2019, up from 657 in Q2 2019.
  • Funds reported $7.78B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2019, up 5.3% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2019 and 41 closed out, a net change of +12 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2019 was Churchill Management, an estimated $311M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2019 was Royal Bank of Canada, an estimated $231M sold.

Based on aggregated 13F filings for Q3 2019.