We are live on ! Find out more
DIA icon

State Street SPDR Dow Jones Industrial Average ETF Trust

663 hedge funds and large institutions have $7.78B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 207 increasing their positions, 206 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

5% more capital invested

Capital invested by funds: $7.39B → $7.78B (+$393M)

1.84% more ownership

Funds ownership: 34.07%35.91% (+1.8%)

1% more funds holding

Funds holding: 657663 (+6)

0% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 206

11% less call options, than puts

Call options by funds: $3.97B | Put options by funds: $4.45B

Holders
663
Holders Change
+6
Holders Change %
+0.91%
% of All Funds
14.54%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.83%
New
53
Increased
207
Reduced
206
Closed
41
Calls
$3.97B
Puts
$4.45B
Net Calls
-$485M
Net Calls Change
-$885M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
101
Voya Financial Advisors
Connecticut
$6.53M -$1.31M -4,907 -17%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$6.5M -$22.7K -85 -0.4%
PFA
103
Pinnacle Family Advisors
Missouri
$6.31M -$78.7K -295 -1%
ATFA
104
All Terrain Financial Advisors
Minnesota
$6.24M -$176K -660 -3%
SFS
105
Sowell Financial Services
Arkansas
$6.21M +$6.16M +23,087 New
CF
106
Centaurus Financial
California
$6.07M -$201K -752 -3%
CRA
107
Circle Road Advisors
New York
$5.92M -$492K -1,845 -8%
AIC
108
Ameritas Investment Company
Nebraska
$5.86M +$666K +2,495 +13%
BBNA
109
Bremer Bank National Association
Minnesota
$5.81M
MCM
110
Murphy Capital Management
New Jersey
$5.78M -$40.6K -152 -0.7%
BMC
111
Benin Management Corp
Connecticut
$5.66M -$133K -500 -2%
SPC
112
Sigma Planning Corp
Michigan
$5.58M -$2.77M -10,391 -33%
FAAS
113
First Allied Advisory Services
California
$5.42M +$1.16M +4,334 +27%
Balyasny Asset Management
114
Balyasny Asset Management
Illinois
$5.39M +$1.73M +6,481 +48%
BBPWM
115
Blue Bell Private Wealth Management
Pennsylvania
$5.36M +$63.8K +239 +1%
MA
116
Montag & Associates
Georgia
$5.32M -$432K -1,620 -8%
KWMG
117
King Wealth Management Group
Florida
$5.3M -$91.5K -343 -2%
DT
118
Diversified Trust
Tennessee
$5.2M
HIS
119
Harvest Investment Services
Illinois
$5.13M -$1.02M -3,821 -17%
PP
120
Paloma Partners
Connecticut
$5.13M +$4.2M +15,744 +476%
TIM
121
Tortoise Investment Management
New York
$5.04M -$168K -630 -3%
VAM
122
Verity Asset Management
North Carolina
$5.03M -$311K -1,166 -6%
FA
123
FCG Advisors
New Jersey
$4.79M +$26.2K +98 +0.6%
VBFG
124
Vishria Bird Financial Group
Tennessee
$4.76M +$52K +195 +1%
SIA
125
Starfire Investment Advisers
Michigan
$4.74M -$99K -371 -2%

DIA Hedge Fund Activity: Q3 2019 in Review

663 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2019, worth a combined $7.78B — up 5.3% from $7.39B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new DIA positions and 41 closed out — a net gain of 12 holders — while 207 added to existing stakes and 206 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $311M. The largest seller was Royal Bank of Canada, cutting an estimated $231M.

  • 663 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2019, up from 657 in Q2 2019.
  • Funds reported $7.78B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2019, up 5.3% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2019 and 41 closed out, a net change of +12 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2019 was Churchill Management, an estimated $311M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2019 was Royal Bank of Canada, an estimated $231M sold.

Based on aggregated 13F filings for Q3 2019.