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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
BAM
776
Blueshift Asset Management
New Jersey
-$367K -1,289 Closed
AP
777
Appleton Partners
Massachusetts
-$326K -1,145 Closed
TCM
778
Towercrest Capital Management
Pennsylvania
-$324K -1,133 Closed
WP
779
WealthSource Partners
California
-$315K -1,105 Closed
CC
780
Cadinha & Co
Hawaii
-$302K -1,058 Closed
BF
781
BOK Financial
Oklahoma
-$300K -1,054 Closed
BONST
782
Bank of Nova Scotia Trust
Ontario, Canada
-$285K -1,000 Closed
BCA
783
Bay Colony Advisors
Massachusetts
-$287K -984 Closed
SVCP
784
Silicon Valley Capital Partners
California
-$278K -975 Closed
VCM
785
Vivaldi Capital Management
Illinois
-$269K -945 Closed
CCM
786
Carlson Capital Management
Minnesota
-$267K -937 Closed
CT
787
Cambridge Trust
Massachusetts
-$267K -936 Closed
WP
788
WealthShield Partners
North Carolina
-$259K -909 Closed
AWM
789
Alterna Wealth Management
Texas
-$255K -895 Closed
CL
790
Choreo LLC
Illinois
-$256K -894 Closed
RG
791
Rikoon Group
New Mexico
-$255K -891 Closed
MM
792
Meridian Management
Arkansas
-$254K -890 Closed
WAG
793
Winthrop Advisory Group
Massachusetts
-$253K -886 Closed
DPI
794
Diversified Portfolios Inc
Michigan
-$248K -871 Closed
TWM
795
Titus Wealth Management
California
-$248K -870 Closed
BF
796
Blankinship & Foster
California
-$247K -866 Closed
CWA
797
Clarity Wealth Advisors
California
-$241K -848 Closed
FNBOO
798
First National Bank of Omaha
Nebraska
-$238K -834 Closed
HCM
799
Hall Capital Management
Rhode Island
-$232K -812 Closed
TCM
800
Tandem Capital Management
New Jersey
-$230K -805 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.