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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
IWA
126
Intercontinental Wealth Advisors
Texas
$4.66M -$5.27M -19,760 -53%
JWM
127
Jackson Wealth Management
Florida
$4.65M +$1.96M +7,358 +72%
TCM
128
Tufton Capital Management
Maryland
$4.63M +$135K +505 +3%
MA
129
Mutual Advisors
Nebraska
$4.61M -$1.22M -4,567 -21%
NAM
130
NTV Asset Management
West Virginia
$4.6M +$26.7K +100 +0.6%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$4.41M
ASN
132
Advisory Services Network
Georgia
$4.41M
UCFA
133
United Capital Financial Advisors
Texas
$4.35M -$383K -1,434 -8%
JIC
134
Johnson Investment Counsel
Ohio
$4.26M +$5.6K +21 +0.1%
Capital Fund Management (CFM)
135
Capital Fund Management (CFM)
France
$4.18M -$5.36M -20,100 -56%
IA
136
IFG Advisory
Georgia
$4.15M +$29.1K +109 +0.7%
ISB
137
Iowa State Bank
Iowa
$4.04M
PA
138
Pinnacle Associates
New York
$4.04M -$91.8K -344 -2%
ABTD
139
Arvest Bank Trust Division
Oklahoma
$3.94M +$33.9K +127 +0.9%
SVWAG
140
Sound View Wealth Advisors Group
Georgia
$3.86M +$195K +729 +5%
SWP
141
Stratos Wealth Partners
Ohio
$3.71M +$55.8K +209 +2%
CWP
142
Capital Wealth Planning
Florida
$3.71M -$307K -1,149 -8%
AWE
143
Avidian Wealth Enterprises
Texas
$3.7M +$3.67M +13,754 New
SBIA
144
Sheaff Brock Investment Advisors
Indiana
$3.69M +$250K +937 +7%
IA
145
IFP Advisors
Florida
$3.67M +$3.66M +13,703 New
IC
146
Inverness Counsel
New York
$3.63M
US Bancorp
147
US Bancorp
Minnesota
$3.62M -$28.6K -107 -0.8%
GWM
148
Greenwich Wealth Management
Connecticut
$3.55M +$7.47K +28 +0.2%
AWA
149
Arete Wealth Advisors
Illinois
$3.54M +$185K +695 +6%
Brown Advisory
150
Brown Advisory
Maryland
$3.53M -$188K -704 -5%

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.