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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
SNT
601
Security National Trust
West Virginia
$99K
HWA
602
Heritage Wealth Advisors
Virginia
$95.6K -$26K -98 -18%
CFB
603
Cullen/Frost Bankers
Texas
$95K +$87.9K +331 +325%
CAN
604
Claraphi Advisory Network
United States
$95K +$116K +435 New
PP
605
Pacifica Partners
Canada
$91K +$106K +400 New
CLOS
606
Compagnie Lombard Odier SCmA
Switzerland
$89K -$232K -874 -68%
VCP
607
Verus Capital Partners
Arizona
$89K +$34.8K +131 +48%
PA
608
Parallel Advisors
California
$86K -$473K -1,782 -82%
JGIA
609
Jackson Grant Investment Advisers
Connecticut
$80K +$531 +2 +0.6%
TF
610
Tompkins Financial
New York
$77K
WAS
611
Winch Advisory Services
Wisconsin
$77K +$47.8K +180 +107%
DI
612
Disciplined Investments
Oklahoma
$75K
AAP
613
Arax Advisory Partners
Colorado
$75K +$797 +3 +0.9%
MF
614
Manchester Financial
California
$75K +$4.78K +18 +6%
CCA
615
Column Capital Advisors
Indiana
$68K
LFG
616
Larson Financial Group
Missouri
$67K +$25.2K +95 +45%
EW
617
Evoke Wealth
California
$66.2K -$139K -525 -64%
CBT
618
Capital Bank & Trust
California
$66K
CCM
619
Covington Capital Management
California
$66K
HDIM
620
Hanson & Doremus Investment Management
Vermont
$66K
OC
621
Oakworth Capital
Alabama
$66K
PCG
622
Private Capital Group
Connecticut
$64K
FMTCOCP
623
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$59K
BCWM
624
Bartlett & Co Wealth Management
Ohio
$57K
BC
625
Bartlett & Co
Ohio
$57K +$69.1K +260 New

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.