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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
CA
151
Cetera Advisors
Colorado
$2.83M +$801K +3,014 +30%
BWM
152
BigSur Wealth Management
Florida
$2.83M -$26.6K -100 -0.8%
US Bancorp
153
US Bancorp
Minnesota
$2.81M -$132K -497 -4%
AI
154
Atria Investments
North Carolina
$2.79M +$969K +3,648 +40%
AIC
155
Ayalon Insurance Company
Israel
$2.77M
MA
156
Montag & Associates
Georgia
$2.67M -$1.95M -7,350 -38%
ECM
157
ETrade Capital Management
Virginia
$2.66M +$196K +736 +6%
SWP
158
Stratos Wealth Partners
Ohio
$2.65M -$555K -2,088 -15%
GWM
159
Greenwich Wealth Management
Connecticut
$2.65M -$225K -847 -7%
AWS
160
AJ Wealth Strategies
New York
$2.64M +$3.2M +12,048 New
HC
161
Henshaw Capital
Massachusetts
$2.63M
FNBT
162
FineMark National Bank & Trust
Florida
$2.62M +$3.17M +11,942 New
TFS
163
Thoroughbred Financial Services
Tennessee
$2.62M +$861K +3,243 +37%
BRWM
164
B. Riley Wealth Management
Tennessee
$2.61M -$1.67M -6,289 -35%
KA
165
Kovack Advisors
Florida
$2.61M +$66.9K +252 +2%
CWA
166
Capital Wealth Alliance
Arizona
$2.59M +$3.1M +11,688 +8,005%
AFP
167
Ausdal Financial Partners
Iowa
$2.58M -$254K -956 -8%
IWC
168
Integrated Wealth Concepts
Massachusetts
$2.55M +$2.45M +9,225 +381%
IA
169
IFP Advisors
Florida
$2.53M -$580K -2,184 -16%
SW
170
SteelPeak Wealth
California
$2.5M -$1.26M -4,742 -29%
SCA
171
Snowden Capital Advisors
New York
$2.48M +$1.46M +5,485 +94%
LCM
172
Landscape Capital Management
New Jersey
$2.44M +$2.96M +11,146 New
MSU
173
Mizuho Securities USA
New York
$2.43M -$70.9M -267,009 -96%
JG
174
Jefferies Group
New York
$2.38M +$2.48M +9,344 +612%
BRG
175
Bay Rivers Group
Virginia
$2.38M +$41.4K +156 +1%

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.