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State Street SPDR Dow Jones Industrial Average ETF Trust

481 hedge funds and large institutions have $7.43B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 156 increasing their positions, 142 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

22% more capital invested

Capital invested by funds: $6.1B → $7.43B (+$1.33B)

2.58% more ownership

Funds ownership: 37.1%39.68% (+2.6%)

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

2% more funds holding

Funds holding: 473481 (+8)

10% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 142

4% more call options, than puts

Call options by funds: $1.31B | Put options by funds: $1.25B

Holders
481
Holders Change
+8
Holders Change %
+1.69%
% of All Funds
11.99%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
1.07%
New
43
Increased
156
Reduced
142
Closed
32
Calls
$1.31B
Puts
$1.25B
Net Calls
+$55.3M
Net Calls Change
-$79.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
101
Blue Bell Private Wealth Management
Pennsylvania
$6.51M -$234K -1,071 -4%
PAAMCP
102
Pacific Alternative Asset Management Company (PAAMCO)
California
$6.37M +$6.23M +28,467 New
PAG
103
Private Advisory Group
Washington
$6.21M +$181K +828 +3%
CCM
104
Consolidated Capital Management
California
$6.21M -$86.2K -394 -1%
IWA
105
Intercontinental Wealth Advisors
Texas
$6.12M -$163K -745 -3%
BRF
106
B. Riley Financial
California
$6.04M +$5.34M +24,400 +941%
SSG
107
Summit Securities Group
New York
$6.02M -$11.9M -54,500 -67%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$5.96M +$2.55M +11,673 +78%
WT
109
Whittier Trust
California
$5.9M +$10.7K +49 +0.2%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$5.71M +$3.14M +14,345 +128%
FAAS
111
First Allied Advisory Services
California
$5.62M +$2.92M +13,331 +113%
BMC
112
Benin Management Corp
Connecticut
$5.59M -$241K -1,100 -4%
PA
113
Pinnacle Associates
New York
$5.36M -$3.94K -18 -0.1%
ISB
114
Iowa State Bank
Iowa
$5.31M
MML Investors Services
115
MML Investors Services
Massachusetts
$5.26M +$4.81K +22 +0.1%
PPA
116
Parametric Portfolio Associates
Washington
$5.26M -$5.03K -23 -0.1%
VFA
117
Voya Financial Advisors
Connecticut
$5.15M -$1.53M -6,986 -23%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$5.13M -$102K -467 -2%
PAI
119
Pittenger & Anderson Inc
Nebraska
$5.03M -$50.8K -232 -1%
SIA
120
Starfire Investment Advisers
Michigan
$5.02M +$4.59K +21 +0.1%
Barclays
121
Barclays
United Kingdom
$4.84M -$5.14M -23,503 -52%
MWM
122
Meridian Wealth Management
Kentucky
$4.83M -$1.42M -6,499 -23%
TIM
123
Tortoise Investment Management
New York
$4.75M -$114K -520 -2%
JMPWA
124
JP Morgan Private Wealth Advisors
California
$4.75M -$13.1K -60 -0.3%
HR
125
Howe & Rusling
New York
$4.62M -$437K -1,998 -9%

DIA Hedge Fund Activity: Q3 2017 in Review

481 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2017, worth a combined $7.43B — up 22% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DIA positions and 32 closed out — a net gain of 11 holders — while 156 added to existing stakes and 142 trimmed.

The largest buyer was Bank of America, adding an estimated $425M. The largest seller was Morgan Stanley, cutting an estimated $209M.

  • 481 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2017, up from 473 in Q2 2017.
  • Funds reported $7.43B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2017, up 22% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2017 and 32 closed out, a net change of +11 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2017 was Bank of America, an estimated $425M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2017 was Morgan Stanley, an estimated $209M sold.

Based on aggregated 13F filings for Q3 2017.