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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
FNBSF
826
First National Bank Sioux Falls
South Dakota
-$201K -705 Closed
PWP
827
Personal Wealth Partners
Minnesota
-$200K -703 Closed
PWP
828
Principle Wealth Partners
Connecticut
-$200K -700 Closed
AP
829
Americana Partners
Texas
-$142K -500 Closed
TCWM
830
Total Clarity Wealth Management
Illinois
-$128K -450 Closed
Chevy Chase Trust
831
Chevy Chase Trust
Maryland
-$119K -416 Closed
RIA
832
Realta Investment Advisors
Delaware
-$96K -345 Closed
CA
833
Centerpoint Advisors
Massachusetts
-$64K -225 Closed
RMAM
834
Raab & Moskowitz Asset Management
New Jersey
-$59K -210 Closed
NP
835
NorthRock Partners
Minnesota
-$56K -196 Closed
SL
836
Salomon & Ludwin
Virginia
-$54K -188 Closed
KPW
837
Kore Private Wealth
New York
-$36.4K -137 -99%
BWM
838
BerganKDV Wealth Management
Minnesota
-$34K -118 Closed
APC
839
Aspire Private Capital
North Carolina
-$33K -117 Closed
TA
840
TFG Advisers
Michigan
-$25K -90 Closed
ACM
841
Allred Capital Management
Texas
-$21.4K -75 Closed
AIS
842
Accurate Investment Solutions
Pennsylvania
-$13K -44 Closed
AWM
843
Avior Wealth Management
Nebraska
-$11K -40 Closed
NSB
844
Norway Savings Bank
Maine
-$11K -37 Closed
THWM
845
Taylor Hoffman Wealth Management
Virginia
-$8K -29 Closed
FWM
846
Filbrandt Wealth Management
Wisconsin
-$5K -20 Closed
LAS
847
Lloyd Advisory Services
Georgia
-$5.31K -20 -91%
AssetMark Inc
848
AssetMark Inc
California
-$4K -15 Closed
LWM
849
Lionsbridge Wealth Management
Florida
-$4K -15 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.