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State Street SPDR Dow Jones Industrial Average ETF Trust

588 hedge funds and large institutions have $6.87B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 162 increasing their positions, 210 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $3.45B | Put options by funds: $3.31B

1.9% less ownership

Funds ownership: 35.53%33.62% (-1.9%)

2% less funds holding

Funds holding: 601588 (-13)

9% less capital invested

Capital invested by funds: $7.52B → $6.87B (-$650M)

18% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 55

23% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 210

27% less funds holding in top 10

Funds holding in top 10: 5641 (-15)

Holders
588
Holders Change
-13
Holders Change %
-2.16%
% of All Funds
13.46%
Holding in Top 10
41
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-26.79%
% of All Funds
0.94%
New
45
Increased
162
Reduced
210
Closed
55
Calls
$3.45B
Puts
$3.31B
Net Calls
+$136M
Net Calls Change
+$914M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$10.6M
SAM
77
Summit Asset Management
Tennessee
$10.6M -$370K -1,506 -3%
PVH
78
Psagot Value Holdings
Israel
$10.3M -$89.4K -364 -0.9%
MML Investors Services
79
MML Investors Services
Massachusetts
$10.1M -$260K -1,059 -2%
FHC
80
First Heartland Consultants
Missouri
$10M -$2.78M -11,328 -22%
SFG
81
SNS Financial Group
Minnesota
$9.96M -$273K -1,113 -3%
CA
82
Cetera Advisors
Colorado
$9.41M -$318K -1,297 -3%
VIA
83
Vantage Investment Advisors
Pennsylvania
$9.2M -$441K -1,796 -5%
PFA
84
Pinnacle Family Advisors
Missouri
$9.14M -$5.03M -20,475 -35%
MIAN
85
Mariner Independent Advisor Network
Kansas
$9.11M -$807K -3,289 -8%
PH
86
Pinnacle Holdings
Oklahoma
$9.07M +$362K +1,475 +4%
ABTD
87
Arvest Bank Trust Division
Oklahoma
$8.5M +$124K +505 +1%
ECML
88
Eagle Capital Management (Louisiana)
Louisiana
$8.44M +$85.9K +350 +1%
Creative Planning
89
Creative Planning
Kansas
$8.42M +$440K +1,793 +5%
MBTD
90
Mechanics Bank - Trust Department
California
$8.4M -$30.4K -124 -0.4%
BS
91
Banco Santander
Spain
$8.24M +$7M +28,510 +525%
IWA
92
Intercontinental Wealth Advisors
Texas
$8.23M +$1.24M +5,060 +18%
APA
93
American Portfolios Advisors
New York
$7.99M +$97.2K +396 +1%
DS
94
DRW Securities
Illinois
$7.78M -$3.88M -15,787 -33%
PAG
95
Private Advisor Group
New Jersey
$7.58M -$9.81M -39,938 -56%
WTC
96
WhitTier Trust Company
Nevada
$7.55M -$19.6K -80 -0.3%
M&T Bank
97
M&T Bank
New York
$7.38M -$239K -972 -3%
Bessemer Group
98
Bessemer Group
New Jersey
$7.36M -$289K -1,177 -4%
MCM
99
Murphy Capital Management
New Jersey
$7.33M -$194K -792 -3%
BA
100
Birinyi Associates
Connecticut
$7.2M +$24.6K +100 +0.3%

DIA Hedge Fund Activity: Q2 2018 in Review

588 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2018, worth a combined $6.87B — down 8.6% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of DIA and 45 opened new positions — a net loss of 10 holders — while 210 trimmed existing stakes and 162 added.

The largest buyer was Bank of America, adding an estimated $623M. The largest seller was Churchill Management, cutting an estimated $361M.

  • 588 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2018, down from 601 in Q1 2018.
  • Funds reported $6.87B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2018, down 8.6% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2018 and 55 closed out, a net change of -10 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2018 was Bank of America, an estimated $623M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2018 was Churchill Management, an estimated $361M sold.

Based on aggregated 13F filings for Q2 2018.