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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
SWP
151
Stratos Wealth Partners
Ohio
$2.97M +$195K +891 +7%
US Bancorp
152
US Bancorp
Minnesota
$2.92M -$35.2K -161 -1%
WCM
153
Windsor Capital Management
Arizona
$2.76M
SCM
154
Southport Capital Management
Tennessee
$2.69M -$16.4K -75 -0.6%
HC
155
Henshaw Capital
Massachusetts
$2.69M
Brown Advisory
156
Brown Advisory
Maryland
$2.67M +$4.59K +21 +0.2%
TCM
157
Tufton Capital Management
Maryland
$2.64M -$45.1K -206 -2%
Daiwa Securities Group
158
Daiwa Securities Group
Japan
$2.6M +$1.44M +6,570 +130%
JG
159
Jefferies Group
New York
$2.56M +$2.18M +9,974 +672%
EDRH
160
Edmond de Rothschild Holding
Switzerland
$2.52M
GWM
161
Greenwich Wealth Management
Connecticut
$2.42M -$75.5K -345 -3%
MA
162
Montag & Associates
Georgia
$2.34M
BCM
163
Bluefin Capital Management
New York
$2.17M -$24.4M -111,704 -92%
BPC
164
Banque Pictet & Cie
Switzerland
$2.13M
CC
165
Cedar Capital
Illinois
$2.08M +$31.3K +143 +2%
MMA
166
Miracle Mile Advisors
California
$2.07M +$3.5K +16 +0.2%
FANJ
167
Financial Architects (New Jersey)
New Jersey
$1.95M +$65.4K +299 +4%
GFPC
168
Global Financial Private Capital
Florida
$1.93M +$1.89M +8,629 New
EA
169
Edge Advisors
Georgia
$1.92M
SAS
170
Stelac Advisory Services
New York
$1.91M -$1.62M -7,425 -46%
PAS
171
Partnervest Advisory Services
California
$1.9M +$4.16K +19 +0.2%
FHA
172
First Horizon Advisors
Tennessee
$1.9M -$3.06K -14 -0.2%
Neuberger Berman Group
173
Neuberger Berman Group
New York
$1.87M +$177K +810 +11%
BCM
174
Beck Capital Management
Texas
$1.81M +$67K +306 +4%
FA
175
FCG Advisors
New Jersey
$1.77M +$72K +329 +4%

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.