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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
MTB
726
Mizuho Trust & Banking
Japan
-$34.2M -120,000 Closed
Manulife (Manufacturers Life Insurance)
727
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$21.7M -74,296 Closed
ECML
728
Eagle Capital Management (Louisiana)
Louisiana
-$16.8M -58,962 Closed
GG
729
GenWealth Group
New Jersey
-$13.4M -47,007 Closed
FTUS
730
Flow Traders U.S.
New York
-$8.28M -29,041 Closed
Allianz Asset Management
731
Allianz Asset Management
Germany
-$6.99M -24,518 Closed
CRA
732
Circle Road Advisors
New York
-$6.47M -22,694 Closed
SFS
733
Shaker Financial Services
Virginia
-$6.08M -21,345 Closed
MWM
734
Moulton Wealth Management
Washington
-$5.85M -20,423 Closed
IAA
735
Independent Advisor Alliance
North Carolina
-$5.69M -19,956 Closed
JWM
736
Jackson Wealth Management
Florida
-$5.24M -18,090 Closed
KM
737
Kalos Management
Georgia
-$4.99M -17,495 Closed
PFA
738
Pinnacle Family Advisors
Missouri
-$4.96M -17,400 Closed
ACA
739
Ascension Capital Advisors
Texas
-$4.87M -17,083 Closed
EE
740
EWG Elevate
California
-$4.61M -16,165 Closed
Citadel Advisors
741
Citadel Advisors
Florida
-$3.95M -14,877 Closed
MA
742
Mutual Advisors
Nebraska
-$4.17M -14,617 Closed
JWCA
743
J.W. Cole Advisors
Florida
-$3.97M -13,928 Closed
Walleye Trading
744
Walleye Trading
New York
-$3.57M -13,432 Closed
Capital Fund Management (CFM)
745
Capital Fund Management (CFM)
France
-$3.21M -12,100 Closed
BIM
746
Bridgecreek Investment Management
Oklahoma
-$3.23M -11,315 Closed
JIP
747
Jaffetilchin Investment Partners
Florida
-$3.16M -11,095 Closed
BFG
748
Barber Financial Group
Kansas
-$2.86M -10,021 Closed
LWMM
749
Legacy Wealth Management (Mississippi)
Mississippi
-$1.85M -6,500 Closed
Verition Fund Management
750
Verition Fund Management
Connecticut
-$1.72M -6,044 Closed

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.