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State Street SPDR Dow Jones Industrial Average ETF Trust

745 hedge funds and large institutions have $7.13B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2020 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 193 increasing their positions, 264 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 61

38% more capital invested

Capital invested by funds: $5.17B → $7.13B (+$1.96B)

4% more funds holding

Funds holding: 718745 (+27)

0% more funds holding in top 10

Funds holding in top 10: 4646 (0)

11.6% less ownership

Funds ownership: 44.65%33.05% (-12%)

27% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 264

27% less call options, than puts

Call options by funds: $2.94B | Put options by funds: $4.03B

Holders
745
Holders Change
+27
Holders Change %
+3.76%
% of All Funds
15.28%
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.94%
New
93
Increased
193
Reduced
264
Closed
61
Calls
$2.94B
Puts
$4.03B
Net Calls
-$1.09B
Net Calls Change
-$1.07B
Name Holding Trade Value Shares
Change
Change in
Stake
MA
701
MCF Advisors
Kentucky
$15K
TFGT
702
TS Financial Group (TSFG)
Illinois
$15K
JSC
703
Jackson Square Capital
California
$14K -$33K -134 -72%
DWM
704
Dakota Wealth Management
Florida
$14K +$13.5K +55 New
RCA
705
Ranch Capital Advisors
Florida
$13K -$43K -175 -78%
MSFP
706
Mark Sheptoff Financial Planning
Connecticut
$13K -$12.3K -50 -50%
BWL
707
Bogart Wealth LLC
Virginia
$13K
CHA
708
Carmichael Hill & Associates
Maryland
$13K
DRS
709
Deane Retirement Strategies
Louisiana
$13K
RIA
710
RPG Investment Advisory
California
$13K
VCM
711
Versant Capital Management
Arizona
$13K
AW
712
Avion Wealth
Texas
$12K
CWM
713
Cranbrook Wealth Management
Michigan
$12K
PK
714
Pflug Koory
Nebraska
$12K
TL
715
TrueWealth LLC
Georgia
$12K +$7.38K +30 +188%
UFF
716
USA Financial Formulas
Michigan
$10K
FCM
717
Firestone Capital Management
Florida
$10K +$246 +1 +3%
FPFS
718
First Personal Financial Services
North Carolina
$10K +$4.67K +19 +95%
LWA
719
Lowe Wealth Advisors
Maryland
$9K
VFA
720
Valeo Financial Advisors
Indiana
$9K
DCM
721
Davis Capital Management
Florida
$8K
FMP
722
Financial Management Professionals
Texas
$8K
ATC
723
Adirondack Trust Company
New York
$7K
RWG
724
Regal Wealth Group
California
$7K
SFA
725
Semmax Financial Advisors
North Carolina
$7K

DIA Hedge Fund Activity: Q2 2020 in Review

745 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2020, worth a combined $7.13B — up 38% from $5.17B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DIA positions and 61 closed out — a net gain of 32 holders — while 193 added to existing stakes and 264 trimmed.

The largest buyer was Bank of America, adding an estimated $672M. The largest seller was Osaic Holdings, cutting an estimated $3.13B.

  • 745 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2020, up from 718 in Q1 2020.
  • Funds reported $7.13B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2020, up 38% quarter-over-quarter.
  • 93 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2020 and 61 closed out, a net change of +32 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2020 was Bank of America, an estimated $672M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2020 was Osaic Holdings, an estimated $3.13B sold.

Based on aggregated 13F filings for Q2 2020.