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State Street SPDR Dow Jones Industrial Average ETF Trust

718 hedge funds and large institutions have $5.17B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2020 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 201 increasing their positions, 257 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.68% more ownership

Funds ownership: 34.97%44.65% (+9.7%)

1% less call options, than puts

Call options by funds: $3.55B | Put options by funds: $3.57B

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

5% less funds holding

Funds holding: 755718 (-37)

22% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 257

24% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 127

35% less capital invested

Capital invested by funds: $7.93B → $5.17B (-$2.76B)

Holders
718
Holders Change
-37
Holders Change %
-4.9%
% of All Funds
15.82%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
1.01%
New
97
Increased
201
Reduced
257
Closed
127
Calls
$3.55B
Puts
$3.57B
Net Calls
-$18.8M
Net Calls Change
+$809M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
Magnolia Capital Management
New York
$4.75M -$437K -1,645 -7%
BBNA
102
Bremer Bank National Association
Minnesota
$4.73M +$797 +3 +0%
BS
103
Banco Santander
Spain
$4.72M
BA
104
Birinyi Associates
Connecticut
$4.71M -$914K -3,440 -14%
BMC
105
Benin Management Corp
Connecticut
$4.6M -$39.8K -150 -0.7%
MCM
106
Murphy Capital Management
New Jersey
$4.59M -$27.1K -102 -0.5%
BBPWM
107
Blue Bell Private Wealth Management
Pennsylvania
$4.48M -$504K -1,897 -8%
PJB
108
Paul John Balson
California
$4.44M +$5.38M +20,242 New
IA
109
IFG Advisory
Georgia
$4.34M +$420K +1,582 +9%
PWPS
110
Pinnacle Wealth Planning Services
Ohio
$4.26M +$5.17M +19,457 New
WCM
111
Washington Capital Management
Washington
$4.26M +$1.42M +5,333 +38%
SL
112
Stevard LLC
Illinois
$4.21M -$669K -2,518 -12%
TI
113
Truepoint Inc
Ohio
$4.17M +$5.05M +19,029 New
JIC
114
Johnson Investment Counsel
Ohio
$4.03M +$812K +3,058 +20%
KWMG
115
King Wealth Management Group
Florida
$4.01M -$265K -997 -5%
SS
116
Simplicity Solutions
Minnesota
$4.01M +$4.39M +16,512 +938%
CWP
117
Capital Wealth Planning
Florida
$3.98M +$15.7K +59 +0.3%
TIM
118
Tortoise Investment Management
New York
$3.94M -$199K -750 -4%
FA
119
FCG Advisors
New Jersey
$3.89M -$39.8K -150 -0.8%
CF
120
Centaurus Financial
California
$3.85M -$1.53M -5,763 -25%
IA
121
IFG Advisors
Missouri
$3.79M +$4.59M +17,281 New
Bessemer Group
122
Bessemer Group
New Jersey
$3.74M -$2.67M -10,050 -37%
Marshall Wace
123
Marshall Wace
United Kingdom
$3.71M -$8.69M -32,727 -66%
SPIA
124
Steward Partners Investment Advisory
New York
$3.66M -$4.87M -18,346 -52%
AWA
125
Arete Wealth Advisors
Illinois
$3.64M +$754K +2,838 +21%

DIA Hedge Fund Activity: Q1 2020 in Review

718 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2020, worth a combined $5.17B — down 35% from $7.93B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of DIA and 97 opened new positions — a net loss of 30 holders — while 257 trimmed existing stakes and 201 added.

The largest buyer was Sumitomo Mitsui Financial Group, opening a new position worth an estimated $130M. The largest seller was Churchill Management, exiting entirely with an estimated $389M sold.

  • 718 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2020, down from 755 in Q4 2019.
  • Funds reported $5.17B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2020, down 35% quarter-over-quarter.
  • 97 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2020 and 127 closed out, a net change of -30 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2020 was Sumitomo Mitsui Financial Group, an estimated $130M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2020 was Churchill Management, an estimated $389M sold.

Based on aggregated 13F filings for Q1 2020.