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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
VA
801
Valmark Advisers
Ohio
-$230K -805 Closed
CHJWM
802
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$228K -800 Closed
EWM
803
Evermay Wealth Management
Virginia
-$228K -800 Closed
HFA
804
High Falls Advisors
New York
-$228K -800 Closed
RI
805
Ridgewood Investments
New Jersey
-$227K -796 Closed
FCFC
806
First Citizens Financial Corp
Iowa
-$221K -775 Closed
CG
807
Colony Group
Massachusetts
-$221K -774 Closed
HH
808
Hilltop Holdings
Texas
-$217K -760 Closed
TW
809
TrinityPoint Wealth
Connecticut
-$216K -757 Closed
LWAC
810
Laurel Wealth Advisors (California)
California
-$215K -754 Closed
CWM
811
Calamos Wealth Management
Illinois
-$215K -753 Closed
AF
812
Aldebaran Financial
-$214K -750 Closed
PAM
813
Palisade Asset Management
Minnesota
-$214K -750 Closed
WPW
814
Waldron Private Wealth
Pennsylvania
-$214K -750 Closed
CFG
815
Cooper Financial Group
California
-$213K -748 Closed
LWIC
816
Leith Wheeler Investment Counsel
British Columbia, Canada
-$213K -747 Closed
RCM
817
Rain Capital Management
Oregon
-$213K -747 Closed
FNC
818
First National Corp
Massachusetts
-$209K -733 Closed
TA
819
Trellis Advisors
Washington
-$209K -733 Closed
RWP
820
RWA Wealth Partners
Massachusetts
-$208K -729 Closed
FFG
821
Fortem Financial Group
California
-$206K -723 Closed
SW
822
SlateStone Wealth
Florida
-$206K -722 Closed
AL
823
Aspiriant LLC
California
-$205K -721 Closed
CC
824
Cedar Capital
Illinois
-$203K -712 Closed
SFSG
825
Stearns Financial Services Group
North Carolina
-$203K -711 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.