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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
GFPC
151
Global Financial Private Capital
Florida
$3.48M +$1.37M +5,583 +64%
SPIA
152
Steward Partners Investment Advisory
New York
$3.46M +$2.94M +11,979 +522%
KA
153
Kovack Advisors
Florida
$3.39M -$4.07M -16,559 -54%
JIC
154
Johnson Investment Counsel
Ohio
$3.31M -$12K -49 -0.4%
US Bancorp
155
US Bancorp
Minnesota
$3.3M -$501K -2,042 -13%
GWM
156
Greenwich Wealth Management
Connecticut
$3.18M +$535K +2,178 +20%
CWM
157
Cornerstone Wealth Management
Missouri
$3.1M +$184M +750,335 +28,672%
Bank of Nova Scotia
158
Bank of Nova Scotia
Ontario, Canada
$3.1M
Brown Advisory
159
Brown Advisory
Maryland
$3.05M +$343K +1,399 +13%
MA
160
Montag & Associates
Georgia
$2.92M -$1.39M -5,650 -32%
HC
161
Henshaw Capital
Massachusetts
$2.91M
TCM
162
Tufton Capital Management
Maryland
$2.85M +$74.4K +303 +3%
AI
163
Atria Investments
North Carolina
$2.8M -$5.02M -20,433 -64%
SCM
164
Southport Capital Management
Tennessee
$2.79M -$98.2K -400 -3%
PWMAG
165
Pinnacle Wealth Management Advisory Group
New Jersey
$2.7M -$1.77M -7,225 -39%
AIP
166
Almanack Investment Partners
Pennsylvania
$2.62M +$2.65M +10,789 New
SFS
167
Sowell Financial Services
Arkansas
$2.62M +$423K +1,722 +20%
SWP
168
Stratos Wealth Partners
Ohio
$2.61M -$814K -3,317 -24%
WCM
169
Windsor Capital Management
Arizona
$2.6M +$70.7K +288 +3%
CWP
170
Capital Wealth Planning
Florida
$2.59M +$28.2K +115 +1%
ECM
171
ETrade Capital Management
Virginia
$2.49M +$240K +979 +11%
BRF
172
B. Riley Financial
California
$2.48M +$918K +3,740 +60%
BPC
173
Banque Pictet & Cie
Switzerland
$2.48M
Sumitomo Mitsui Trust Group
174
Sumitomo Mitsui Trust Group
Japan
$2.43M +$491K +2,000 +25%
MA
175
MYDA Advisors
New York
$2.43M +$2.46M +10,000 New

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.