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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
VBFG
126
Vishria Bird Financial Group
Tennessee
$3.64M +$41.4K +156 +0.9%
AIC
127
Ameritas Investment Company
Nebraska
$3.6M -$1.81M -6,807 -29%
SIA
128
Starfire Investment Advisers
Michigan
$3.58M -$255K -961 -6%
TCM
129
Tufton Capital Management
Maryland
$3.54M +$95.6K +360 +2%
NAM
130
NTV Asset Management
West Virginia
$3.53M -$213K -800 -5%
NM
131
NWI Management
New York
$3.51M -$1.33M -5,000 -24%
Brown Advisory
132
Brown Advisory
Maryland
$3.35M +$564K +2,125 +16%
MWM
133
Meridian Wealth Management
Kentucky
$3.34M +$1.15M +4,336 +40%
RIG
134
Ramiah Investment Group
Wisconsin
$3.33M -$3.73M -14,044 -48%
VAM
135
Verity Asset Management
North Carolina
$3.3M -$206K -774 -5%
TGAM
136
TBH Global Asset Management
Tennessee
$3.29M +$3.75M +14,109 +1,568%
Two Sigma Investments
137
Two Sigma Investments
New York
$3.28M -$72.9M -274,459 -95%
WEPOG
138
Wealth Enhancement & Preservation of GA
Georgia
$3.27M -$8.22M -30,947 -67%
ISB
139
Iowa State Bank
Iowa
$3.26M -$38.3K -144 -1%
SBIA
140
Sheaff Brock Investment Advisors
Indiana
$3.21M -$247K -931 -6%
ABTD
141
Arvest Bank Trust Division
Oklahoma
$3.21M +$241K +909 +7%
TD Asset Management
142
TD Asset Management
Ontario, Canada
$3.21M +$1.66M +6,240 +74%
VVP
143
Venture Visionary Partners
Ohio
$3.2M +$635K +2,392 +20%
SVWAG
144
Sound View Wealth Advisors Group
Georgia
$3.18M -$45.4K -171 -1%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$3.17M +$128K +480 +3%
UCFA
146
United Capital Financial Advisors
Texas
$3.05M -$223K -841 -6%
MCCP
147
Mission Creek Capital Partners
California
$3M +$6.38K +24 +0.2%
KFGK
148
Keystone Financial Group (Kentucky)
Kentucky
$2.87M -$34K -128 -1%
SPC
149
Sigma Planning Corp
Michigan
$2.86M -$7.36M -27,718 -68%
OC
150
Oppenheimer & Co
New York
$2.85M -$632K -2,379 -15%

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.