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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
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.13M -$202K -823 -3%
WT
102
Whittier Trust
California
$6.96M -$77.8K -317 -1%
ATFA
103
All Terrain Financial Advisors
Minnesota
$6.91M +$74.1K +302 +1%
LSA
104
L & S Advisors
California
$6.9M +$245K +997 +4%
Nomura Holdings
105
Nomura Holdings
Japan
$6.75M -$2.21M -9,000 -24%
STMM
106
South Texas Money Management
Texas
$6.41M -$279K -1,135 -4%
VAM
107
Verity Asset Management
North Carolina
$6.15M -$3.48M -14,161 -36%
GH
108
GAM Holding
Switzerland
$6.07M
IA
109
IFP Advisors
Florida
$6.03M +$1.77M +7,193 +41%
FSA
110
Financial Services Advisory
Maryland
$5.88M -$2.6M -10,599 -30%
CAGAS
111
Capital Advisory Group Advisory Services
Minnesota
$5.87M +$1.05M +4,282 +22%
SG Americas Securities
112
SG Americas Securities
New York
$5.84M -$18.9M -77,018 -76%
JWM
113
Jackson Wealth Management
Florida
$5.77M +$2.79M +11,369 +100%
JG
114
Jefferies Group
New York
$5.63M +$5.2M +21,197 +1,064%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$5.61M +$1.29M +5,271 +30%
BBPWM
116
Blue Bell Private Wealth Management
Pennsylvania
$5.51M -$659K -2,686 -11%
CF
117
Centaurus Financial
California
$5.5M +$1.23M +4,998 +28%
Jane Street
118
Jane Street
New York
$5.49M -$8.56M -34,865 -61%
VFA
119
Voya Financial Advisors
Connecticut
$5.34M +$804K +3,274 +17%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$5.34M -$996K -4,056 -16%
RFC
121
Regions Financial Corp
Alabama
$5.26M -$20.1K -82 -0.4%
HR
122
Howe & Rusling
New York
$5.21M +$54K +220 +1%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$5.16M -$10.1M -41,146 -66%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$5.08M -$415K -1,690 -7%
TIM
125
Tortoise Investment Management
New York
$4.92M

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.