We are live on ! Find out more
DIA icon

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
ISB
126
Iowa State Bank
Iowa
$4.87M -$638K -2,600 -11%
KWMG
127
King Wealth Management Group
Florida
$4.85M +$107K +436 +2%
CWM
128
Catamount Wealth Management
Connecticut
$4.82M -$110K -450 -2%
VBFG
129
Vishria Bird Financial Group
Tennessee
$4.72M +$4.77M +19,447 New
KM
130
Kalos Management
Georgia
$4.71M
DT
131
Diversified Trust
Tennessee
$4.64M
SIA
132
Starfire Investment Advisers
Michigan
$4.62M -$186K -759 -4%
GIA
133
GHP Investment Advisors
Colorado
$4.54M +$6.14K +25 +0.1%
PAI
134
Pittenger & Anderson Inc
Nebraska
$4.47M -$75.1K -306 -2%
BIM
135
Bridgecreek Investment Management
Oklahoma
$4.45M -$219K -890 -5%
AIC
136
Ayalon Insurance Company
Israel
$4.19M -$825K -3,360 -16%
BMC
137
Benin Management Corp
Connecticut
$4.15M
VF
138
Virtu Financial
New York
$4.09M +$3.23M +13,150 +356%
BCM
139
Barometer Capital Management
Ontario, Canada
$4.02M +$4.06M +16,545 New
PA
140
Pinnacle Associates
New York
$3.92M -$1.88M -7,648 -32%
NAM
141
NTV Asset Management
West Virginia
$3.91M +$98.2K +400 +3%
PPA
142
Parametric Portfolio Associates
Washington
$3.83M -$12.3K -50 -0.3%
PAG
143
Private Advisory Group
Washington
$3.79M -$1.38M -5,603 -26%
BWM
144
BigSur Wealth Management
Florida
$3.74M -$49.1K -200 -1%
HIMC
145
Heritage Investors Management Corp
Maryland
$3.74M +$2.17M +8,840 +135%
FAAS
146
First Allied Advisory Services
California
$3.64M -$2.57M -10,474 -41%
HNB
147
Huntington National Bank
Ohio
$3.64M
SAS
148
Stelac Advisory Services
New York
$3.59M +$594K +2,419 +20%
PFS
149
Prospera Financial Services
Texas
$3.52M -$344K -1,403 -9%
MWM
150
Meridian Wealth Management
Kentucky
$3.5M -$624K -2,542 -15%

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.