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State Street SPDR Dow Jones Industrial Average ETF Trust

481 hedge funds and large institutions have $7.43B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 156 increasing their positions, 142 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

22% more capital invested

Capital invested by funds: $6.1B → $7.43B (+$1.33B)

2.58% more ownership

Funds ownership: 37.1%39.68% (+2.6%)

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

2% more funds holding

Funds holding: 473481 (+8)

10% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 142

4% more call options, than puts

Call options by funds: $1.31B | Put options by funds: $1.25B

Holders
481
Holders Change
+8
Holders Change %
+1.69%
% of All Funds
11.99%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
1.07%
New
43
Increased
156
Reduced
142
Closed
32
Calls
$1.31B
Puts
$1.25B
Net Calls
+$55.3M
Net Calls Change
-$79.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
126
BlackRock
New York
$4.54M +$4.2M +19,209 +1,761%
CWM
127
Catamount Wealth Management
Connecticut
$4.48M -$152K -695 -3%
DT
128
Diversified Trust
Tennessee
$4.29M
KWMG
129
King Wealth Management Group
Florida
$4.26M +$240K +1,098 +6%
AIM
130
Advantage Investment Management
Iowa
$4.21M -$2.31M -10,547 -36%
GIA
131
GHP Investment Advisors
Colorado
$4.15M -$13.6K -62 -0.3%
PWMAG
132
Pinnacle Wealth Management Advisory Group
New Jersey
$4.1M
IA
133
IFP Advisors
Florida
$4.07M -$313K -1,432 -7%
CA
134
Cetera Advisors
Colorado
$3.99M -$45.7K -209 -1%
SPC
135
Sigma Planning Corp
Michigan
$3.88M +$233K +1,067 +7%
BWM
136
BigSur Wealth Management
Florida
$3.61M -$21.9K -100 -0.6%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$3.53M +$196K +897 +6%
BTS
138
BB&T Securities
Virginia
$3.48M -$2.26M -10,312 -40%
NAM
139
NTV Asset Management
West Virginia
$3.47M -$49.2K -225 -1%
Sumitomo Mitsui Trust Group
140
Sumitomo Mitsui Trust Group
Japan
$3.42M -$3.92M -17,900 -54%
BIM
141
Bridgecreek Investment Management
Oklahoma
$3.38M +$498K +2,275 +18%
CA
142
Commerzbank Aktiengesellschaft
Germany
$3.35M +$1.33M +6,093 +69%
CNBT
143
Canandaigua National Bank & Trust
New York
$3.33M +$292K +1,336 +10%
BFG
144
Barber Financial Group
Kansas
$3.29M +$3.22M +14,703 New
HNB
145
Huntington National Bank
Ohio
$3.17M
JIC
146
Johnson Investment Counsel
Ohio
$3.12M +$81.8K +374 +3%
PFS
147
Prospera Financial Services
Texas
$3.1M +$218K +995 +8%
KM
148
Kalos Management
Georgia
$3.05M +$2.98M +13,626 New
JWM
149
Jackson Wealth Management
Florida
$3.02M +$2.9M +13,245 New
Citadel Advisors
150
Citadel Advisors
Florida
$3.01M -$2.09M -9,551 -42%

DIA Hedge Fund Activity: Q3 2017 in Review

481 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2017, worth a combined $7.43B — up 22% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DIA positions and 32 closed out — a net gain of 11 holders — while 156 added to existing stakes and 142 trimmed.

The largest buyer was Bank of America, adding an estimated $425M. The largest seller was Morgan Stanley, cutting an estimated $209M.

  • 481 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2017, up from 473 in Q2 2017.
  • Funds reported $7.43B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2017, up 22% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2017 and 32 closed out, a net change of +11 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2017 was Bank of America, an estimated $425M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2017 was Morgan Stanley, an estimated $209M sold.

Based on aggregated 13F filings for Q3 2017.