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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
PB
626
Pinnacle Bancorp
Nebraska
$55K
PCIA
627
Prime Capital Investment Advisors
Kansas
$54K +$31.9K +120 +97%
CFFP
628
Center for Financial Planning
Michigan
$50K
RCA
629
Ranch Capital Advisors
Florida
$49K
PFBT
630
Parkside Financial Bank & Trust
Missouri
$48K
OPS
631
Orion Portfolio Solutions
Nebraska
$48K +$27.1K +102 +88%
GEA
632
Glen Eagle Advisors
New Jersey
$46K -$39.8K -150 -42%
BAM
633
Barrett Asset Management
New York
$46K
BBHC
634
Brown Brothers Harriman & Co
New York
$44K -$135K -509 -72%
CCM
635
Cribstone Capital Management
Maine
$44K +$53.1K +200 New
JSC
636
Jackson Square Capital
California
$41K -$47.5K -179 -49%
CDIA
637
Capital Directions Investment Advisors
Georgia
$37K
BAMG
638
Brand Asset Management Group
Missouri
$36K
KFI
639
Key Financial Inc
Pennsylvania
$36K +$43.3K +163 New
SCA
640
Stonebridge Capital Advisors
Minnesota
$35K
FMII
641
Farmers & Merchants Investments Inc
Nebraska
$33K
EWM
642
Endurance Wealth Management
Rhode Island
$32K
ST
643
Smithfield Trust
Pennsylvania
$32K
CAL
644
Capital Analysts LLC
Pennsylvania
$32K +$30.5K +115 +359%
GI
645
Gradient Investments
Minnesota
$31K +$2.39K +9 +7%
DTIM
646
Danda Trouve Investment Management
Kansas
$30K -$18.6K -70 -34%
ANBT
647
American National Bank & Trust
Texas
$30K +$36.1K +136 New
FWM
648
FSA Wealth Management
Massachusetts
$29K +$266 +1 +0.8%
MWP
649
Meridian Wealth Partners
Pennsylvania
$29K +$35.3K +133 New
PCM
650
Prelude Capital Management
New York
$28K -$107K -403 -76%

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.