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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
MML Investors Services
101
MML Investors Services
Massachusetts
$7.48M +$1.59M +6,722 +29%
LSA
102
L & S Advisors
California
$7.35M +$47.4K +200 +0.7%
STMM
103
South Texas Money Management
Texas
$7.32M -$204K -860 -3%
IWA
104
Intercontinental Wealth Advisors
Texas
$7.18M +$394K +1,665 +6%
CCM
105
Consolidated Capital Management
California
$7.15M +$275K +1,160 +4%
PAG
106
Private Advisory Group
Washington
$7.03M +$152K +643 +2%
Creative Planning
107
Creative Planning
Kansas
$6.75M -$697K -2,944 -10%
WT
108
Whittier Trust
California
$6.62M +$89.3K +377 +1%
PAG
109
Private Advisor Group
New Jersey
$6.42M -$10.8M -45,688 -64%
AIM
110
Advantage Investment Management
Iowa
$6.4M +$1.68M +7,100 +38%
BBPWM
111
Blue Bell Private Wealth Management
Pennsylvania
$6.33M -$832K -3,512 -12%
AIC
112
Ayalon Insurance Company
Israel
$6.18M +$5.92M +25,000 New
VFA
113
Voya Financial Advisors
Connecticut
$6.13M +$396K +1,671 +7%
AI
114
Atria Investments
North Carolina
$5.99M +$4.99M +21,056 +667%
ATFA
115
All Terrain Financial Advisors
Minnesota
$5.94M +$5.69M +24,010 New
SPC
116
Sigma Planning Corp
Michigan
$5.87M +$1.51M +6,380 +37%
PA
117
Pinnacle Associates
New York
$5.84M -$76.5K -323 -1%
ISB
118
Iowa State Bank
Iowa
$5.61M -$246K -1,040 -4%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$5.61M -$60.4K -255 -1%
QAM
120
Q3 Asset Management
Michigan
$5.36M +$5.13M +21,674 New
JMPWA
121
JP Morgan Private Wealth Advisors
California
$5.34M +$89.5K +378 +2%
PAI
122
Pittenger & Anderson Inc
Nebraska
$5.26M -$282K -1,189 -5%
HR
123
Howe & Rusling
New York
$5.26M +$148K +623 +3%
CF
124
Centaurus Financial
California
$5.08M +$4.87M +20,550 New
TIM
125
Tortoise Investment Management
New York
$5.02M -$223K -942 -4%

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.