We are live on ! Find out more
DIA icon

State Street SPDR Dow Jones Industrial Average ETF Trust

576 hedge funds and large institutions have $8.81B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 175 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 28

21% more funds holding in top 10

Funds holding in top 10: 4352 (+9)

20% more funds holding

Funds holding: 481576 (+95)

19% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 147

18% more capital invested

Capital invested by funds: $7.43B → $8.81B (+$1.37B)

0.03% less ownership

Funds ownership: 39.68%39.65% (-0.03%)

24% less call options, than puts

Call options by funds: $2.3B | Put options by funds: $3.02B

Holders
576
Holders Change
+95
Holders Change %
+19.75%
% of All Funds
13.06%
Holding in Top 10
52
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.93%
% of All Funds
1.18%
New
126
Increased
175
Reduced
147
Closed
28
Calls
$2.3B
Puts
$3.02B
Net Calls
-$725M
Net Calls Change
-$780M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$11.7M -$1.02M -4,290 -8%
ANTB
77
AMG National Trust Bank
Colorado
$11.5M -$43.3K -183 -0.4%
CRA
78
Circle Road Advisors
New York
$11.4M +$10.9M +46,014 New
SFG
79
SNS Financial Group
Minnesota
$11.2M -$440K -1,858 -4%
SAM
80
Summit Asset Management
Tennessee
$11M -$599K -2,529 -5%
RFS
81
Rockefeller Financial Services
New York
$10.8M
VAM
82
Verity Asset Management
North Carolina
$10.7M +$715K +3,020 +8%
PVH
83
Psagot Value Holdings
Israel
$10.6M +$402K +1,699 +4%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1M +$2.29M +9,671 +31%
VIA
85
Vantage Investment Advisors
Pennsylvania
$9.85M -$174K -734 -2%
Nomura Holdings
86
Nomura Holdings
Japan
$9.02M -$35.3K -149 -0.4%
BTS
87
BB&T Securities
Virginia
$8.85M +$4.79M +20,219 +130%
CA
88
Cetera Advisors
Colorado
$8.85M +$4.26M +17,984 +101%
ABTD
89
Arvest Bank Trust Division
Oklahoma
$8.83M +$323K +1,363 +4%
PH
90
Pinnacle Holdings
Oklahoma
$8.69M -$640K -2,701 -7%
MBTD
91
Mechanics Bank - Trust Department
California
$8.46M -$165K -695 -2%
FSA
92
Financial Services Advisory
Maryland
$8.4M +$8.04M +33,944 New
Stifel Financial
93
Stifel Financial
Missouri
$8.37M +$144K +606 +2%
M&T Bank
94
M&T Bank
New York
$8.32M -$252K -1,064 -3%
JT
95
Jump Trading
Illinois
$8.02M +$7.68M +32,420 New
WTC
96
WhitTier Trust Company
Nevada
$7.91M +$656K +2,770 +9%
APA
97
American Portfolios Advisors
New York
$7.85M +$7.51M +31,720 New
MCM
98
Murphy Capital Management
New Jersey
$7.84M -$1.18M -4,984 -14%
Bessemer Group
99
Bessemer Group
New Jersey
$7.79M -$12M -50,504 -62%
BA
100
Birinyi Associates
Connecticut
$7.56M +$118K +500 +2%

DIA Hedge Fund Activity: Q4 2017 in Review

576 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2017, worth a combined $8.81B — up 18% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new DIA positions and 28 closed out — a net gain of 98 holders — while 175 added to existing stakes and 147 trimmed.

The largest buyer was Bank of America, adding an estimated $231M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $193M.

  • 576 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2017, up from 481 in Q3 2017.
  • Funds reported $8.81B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2017, up 18% quarter-over-quarter.
  • 126 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2017 and 28 closed out, a net change of +98 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2017 was Bank of America, an estimated $231M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2017 was BNP Paribas Financial Markets, an estimated $193M sold.

Based on aggregated 13F filings for Q4 2017.