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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
MWP
751
MYCIO Wealth Partners
Pennsylvania
-$1.63M -5,727 Closed
TI
752
Trexquant Investment
Connecticut
-$1.44M -5,037 Closed
AIS
753
American Investment Services
Massachusetts
-$1.32M -4,630 Closed
HI
754
HBK Investments
Texas
-$1.28M -4,500 Closed
IWM
755
IHT Wealth Management
Illinois
-$1.19M -4,171 Closed
ACM
756
AlphaStar Capital Management
North Carolina
-$1.13M -3,970 Closed
CRWM
757
Castle Rock Wealth Management
California
-$1.16M -3,942 Closed
RBFC
758
Roman Butler Fullerton & Co
Missouri
-$1.15M -3,585 Closed
OAM
759
Oppenheimer Asset Management
New York
-$974K -3,418 Closed
HCM
760
Hengehold Capital Management
Ohio
-$936K -3,284 Closed
AC
761
Athanor Capital
New York
-$912K -3,200 Closed
HCM
762
Hilton Capital Management
New York
-$862K -3,025 Closed
Renaissance Technologies
763
Renaissance Technologies
New York
-$656K -2,300 Closed
BWM
764
Brickley Wealth Management
California
-$622K -2,182 Closed
UWM
765
USAdvisors Wealth Management
Minnesota
-$541K -1,898 Closed
IC
766
InterOcean Capital
Illinois
-$493K -1,730 Closed
Koshinski Asset Management
767
Koshinski Asset Management
Illinois
-$477K -1,676 Closed
VWM
768
Vigilare Wealth Management
Arizona
-$461K -1,625 Closed
MS
769
Maven Securities
Jersey
-$451K -1,588 Closed
FCI
770
Financial Counselors Inc
Kansas
-$430K -1,508 Closed
PVWM
771
Point View Wealth Management
New Jersey
-$425K -1,490 Closed
BCV
772
Banque Cantonale Vaudoise
Switzerland
-$394K -1,381 Closed
FFS
773
Founders Financial Securities
Maryland
-$387K -1,359 Closed
NF
774
Nikulski Financial
Iowa
-$381K -1,325 Closed
SWM
775
SVA Wealth Management
Wisconsin
-$371K -1,300 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.