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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
MPWT
651
MassMutual Private Wealth & Trust
Connecticut
$27K
NC
652
NewSquare Capital
Pennsylvania
$27K +$19.9K +75 +150%
OIA
653
Optimum Investment Advisors
Illinois
$26K
PG
654
Proffitt & Goodson
Tennessee
$25K -$5.31K -20 -15%
1IA
655
1834 Investment Advisors
Wisconsin
$25K
AF
656
Arrow Financial
New York
$25K +$30.5K +115 New
AIC
657
Archer Investment Corporation
Indiana
$24K -$14.1K -53 -32%
AIM
658
Arcadia Investment Management
Michigan
$22K
CAC
659
Certified Advisory Corp
Florida
$22K
MSFP
660
Mark Sheptoff Financial Planning
Connecticut
$22K
PMFA
661
Plante Moran Financial Advisors
Michigan
$22K +$26.6K +100 New
EI
662
Ellevest Inc
New York
$20K
T2I
663
Turim 21 Investimentos
Brazil
$19K +$22.8K +86 New
HIA
664
Harbor Investment Advisory
Maryland
$18K -$17.8K -67 -45%
EWM
665
Edge Wealth Management
New York
$18K
LWANC
666
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K
IAS
667
IMA Advisory Services
Colorado
$18K +$21.3K +80 New
KTC
668
Kistler-Tiffany Companies
Pennsylvania
$17K
SW
669
SVB Wealth
Massachusetts
$16K -$210K -790 -91%
CFD
670
Creative Financial Designs
Indiana
$16K
HCM
671
Horrell Capital Management
Arkansas
$16K
WLPWM
672
Walled Lake Planning & Wealth Management
Illinois
$15K
MA
673
MCF Advisors
Kentucky
$13K
MAM
674
Meeder Asset Management
Ohio
$13K
SBL
675
Sargent Bickham Lagudis
Colorado
$13K

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.