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SPDR Dow Jones Industrial Average ETF Trust
DIA

Overview Fund Activity

630 hedge funds and large institutions have $6.49B invested in SPDR Dow Jones Industrial Average ETF Trust in 2018 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 187 increasing their positions, 189 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+23
Holders Change %
+3.79%
% of All Funds
14.06%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.85%
New
102
Increased
187
Reduced
189
Closed
73
Calls
$3.57B
Puts
$3.09B
Net Calls
+$482M
Net Calls Change
-$1.21B

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$343M
2
Bank of America
Bank of America
North Carolina
+$222M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$130M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$123M
5
Morgan Stanley
Morgan Stanley
New York
+$49.8M

Top Sellers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
-$215M
2
MSU
Mizuho Securities USA
New York
-$203M
3
Nomura Holdings
Nomura Holdings
Japan
-$176M
4
Citadel Advisors
Citadel Advisors
Florida
-$138M
5
CWM
Cornerstone Wealth Management
Missouri
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMC
101
Benin Management Corp
Connecticut
$6.05M +$2.06M +8,830 +52%
GIA
102
GHP Investment Advisors
Colorado
$5.89M +$1.4M +5,998 +31%
GH
103
GAM Holding
Switzerland
$5.83M – – –
MCM
104
Murphy Capital Management
New Jersey
$5.77M -$992K -4,254 -15%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$5.75M +$679K +2,910 +13%
STMM
106
South Texas Money Management
Texas
$5.69M -$431K -1,849 -7%
HIS
107
Harvest Investment Services
Illinois
$5.63M +$5.63M +22,894 New
MA
108
Montag & Associates
Georgia
$5.59M +$3.13M +13,439 +128%
SPL
109
Smart Portfolios LLC
Washington
$5.41M -$1.65M -7,082 -23%
SWM
110
Strategic Wealth Management
Washington
$5.29M -$25.7K -110 -0.5%
BRWM
111
B. Riley Wealth Management
Tennessee
$5.29M +$1.21M +5,209 +30%
CWP
112
Capital Wealth Planning
Florida
$5.21M +$2.8M +11,987 +116%
VAM
113
Verity Asset Management
North Carolina
$5.1M +$526K +2,256 +12%
BBPWM
114
Blue Bell Private Wealth Management
Pennsylvania
$5.07M -$158K -678 -3%
BTNA
115
Bremer Trust National Association
Minnesota
$5.04M +$5.04M +21,605 New
SPIA
116
Steward Partners Investment Advisory
New York
$4.74M +$1.22M +5,230 +35%
KM
117
Kalos Management
Georgia
$4.72M +$4.72M +18,547 New
KWMG
118
King Wealth Management Group
Florida
$4.72M -$32.9K -141 -0.7%
VBFG
119
Vishria Bird Financial Group
Tennessee
$4.6M +$71.1K +305 +2%
TIM
120
Tortoise Investment Management
New York
$4.59M -$130K -559 -3%
DT
121
Diversified Trust
Tennessee
$4.5M – – –
JIP
122
Jaffetilchin Investment Partners
Florida
$4.49M +$4.49M +19,266 New
IC
123
Inverness Counsel
New York
$4.43M -$1.59M – –
SIA
124
Starfire Investment Advisers
Michigan
$4.29M +$170K +729 +4%
ISB
125
Iowa State Bank
Iowa
$4.16M -$326K -1,396 -7%
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5
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