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State Street SPDR Dow Jones Industrial Average ETF Trust

588 hedge funds and large institutions have $6.87B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 162 increasing their positions, 210 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $3.45B | Put options by funds: $3.31B

1.9% less ownership

Funds ownership: 35.53%33.62% (-1.9%)

2% less funds holding

Funds holding: 601588 (-13)

9% less capital invested

Capital invested by funds: $7.52B → $6.87B (-$650M)

18% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 55

23% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 210

27% less funds holding in top 10

Funds holding in top 10: 5641 (-15)

Holders
588
Holders Change
-13
Holders Change %
-2.16%
% of All Funds
13.46%
Holding in Top 10
41
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-26.79%
% of All Funds
0.94%
New
45
Increased
162
Reduced
210
Closed
55
Calls
$3.45B
Puts
$3.31B
Net Calls
+$136M
Net Calls Change
+$914M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
626
Ipswich Investment Management
Massachusetts
-$241K -1,000 Closed
WAM
627
Wolverine Asset Management
Illinois
-$246K -1,000 Closed
SWM
628
Sequoia Wealth Management
Illinois
-$237K -981 Closed
Marshall Wace
629
Marshall Wace
United Kingdom
-$226K -936 Closed
B
630
Brightworth
Georgia
-$213K -884 Closed
FI
631
FormulaFolio Investments
Michigan
-$211K -873 Closed
Loomis, Sayles & Company
632
Loomis, Sayles & Company
Massachusetts
-$159K -660 Closed
WC
633
Whitney & Co
New York
-$75K -309 Closed
MCWS
634
McKinley Carter Wealth Services
West Virginia
-$61K -253 Closed
WCM
635
Whitener Capital Management
North Carolina
-$44K -185 Closed
WDL
636
Well Done LLC
Michigan
-$38K -159 Closed
CCA
637
Clearwater Capital Advisors
Illinois
-$31K -129 Closed
KTC
638
Kistler-Tiffany Companies
Pennsylvania
-$29K -121 Closed
IIC
639
Integrated Investment Consultants
Michigan
-$23K -94 Closed
LF
640
Lee Financial
Texas
-$18K -75 Closed
MWM
641
MinichMacGregor Wealth Management
New York
-$8K -34 Closed
RWG
642
Regal Wealth Group
California
-$8K -34 Closed
RFM
643
Royal Fund Management
Florida
-$6K -28 Closed
PWAG
644
Polaris Wealth Advisory Group
California
-$6K -25 Closed
PFGIA
645
Patriot Financial Group Insurance Agency
Massachusetts
-$5K -22 Closed
CTB
646
Country Trust Bank
Illinois
-$5K -21 Closed
HFP
647
Holistic Financial Partners
Indiana
-$4K -17 Closed

DIA Hedge Fund Activity: Q2 2018 in Review

588 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2018, worth a combined $6.87B — down 8.6% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of DIA and 45 opened new positions — a net loss of 10 holders — while 210 trimmed existing stakes and 162 added.

The largest buyer was Bank of America, adding an estimated $623M. The largest seller was Churchill Management, cutting an estimated $361M.

  • 588 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2018, down from 601 in Q1 2018.
  • Funds reported $6.87B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2018, down 8.6% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2018 and 55 closed out, a net change of -10 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2018 was Bank of America, an estimated $623M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2018 was Churchill Management, an estimated $361M sold.

Based on aggregated 13F filings for Q2 2018.