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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
TFGT
676
TS Financial Group (TSFG)
Illinois
$13K
AIP
677
Ameritas Investment Partners
Nebraska
$12K
BWL
678
Bogart Wealth LLC
Virginia
$11K
CHA
679
Carmichael Hill & Associates
Maryland
$11K
DRS
680
Deane Retirement Strategies
Louisiana
$11K
RIA
681
RPG Investment Advisory
California
$11K
VCM
682
Versant Capital Management
Arizona
$11K
AW
683
Avion Wealth
Texas
$11K +$12.8K +48 New
CWM
684
Cranbrook Wealth Management
Michigan
$10K
PK
685
Pflug Koory
Nebraska
$10K
FCM
686
Firestone Capital Management
Florida
$9K
UFF
687
USA Financial Formulas
Michigan
$8K -$660K -2,486 -98%
VFA
688
Valeo Financial Advisors
Indiana
$8K -$12K -45 -58%
LWA
689
Lowe Wealth Advisors
Maryland
$8K
FMP
690
Financial Management Professionals
Texas
$7K
DCM
691
Davis Capital Management
Florida
$7K +$7.97K +30 New
SFA
692
Semmax Financial Advisors
North Carolina
$6K -$2.13K -8 -24%
RWG
693
Regal Wealth Group
California
$6K
ATC
694
Adirondack Trust Company
New York
$5K
BWM
695
Baystate Wealth Management
Massachusetts
$5K
IF
696
Ironwood Financial
Arizona
$5K
JPLA
697
Joseph P. Lucia & Associates
New York
$5K
TCM
698
Tradewinds Capital Management
Washington
$5K
BHWM
699
Bay Harbor Wealth Management
Maryland
$5K +$1.06K +4 +19%
EAM
700
Eukles Asset Management
Ohio
$5K +$5.84K +22 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.