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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
ADL
176
Asset Dedication LLC
California
$2.36M +$320K +1,203 +13%
CAGAS
177
Capital Advisory Group Advisory Services
Minnesota
$2.3M -$3.13M -11,799 -53%
GW
178
GW & Wade
Massachusetts
$2.3M +$94K +354 +3%
SWP
179
Summit Wealth Partners
Florida
$2.28M -$124K -468 -4%
AF
180
AtlasMark Financial
Texas
$2.28M
BPC
181
Banque Pictet & Cie
Switzerland
$2.26M -$63.2K -238 -2%
SWIG
182
Strategic Wealth Investment Group
Kentucky
$2.24M +$330K +1,242 +14%
FAAS
183
First Allied Advisory Services
California
$2.23M -$988K -3,718 -27%
WCM
184
WealthBridge Capital Management
Ohio
$2.21M +$160K +601 +6%
CT
185
Caldwell Trust
Florida
$2.19M +$10.4K +39 +0.4%
CAM
186
CenterStar Asset Management
Illinois
$2.18M
MMA
187
Miracle Mile Advisors
California
$2.13M
BAM
188
Belpointe Asset Management
Nevada
$2.12M +$1.63M +6,128 +172%
IAN
189
Integrated Advisors Network
Texas
$2.11M +$470K +1,771 +23%
SWM
190
Sugarloaf Wealth Management
Georgia
$2.1M +$1.44M +5,429 +130%
WCM
191
Windsor Capital Management
Arizona
$2.07M +$187K +705 +8%
WS
192
Wedbush Securities
California
$2.06M -$513K -1,931 -17%
ASN
193
Advisory Services Network
Georgia
$2.06M -$1.89M -7,105 -43%
CB
194
Commerce Bank
Missouri
$2.05M +$39.8K +150 +2%
NCM
195
Narwhal Capital Management
Georgia
$2.04M
CAN
196
Cetera Advisor Networks
California
$2.03M -$333K -1,254 -12%
BRWA
197
B. Riley Wealth Advisors
Florida
$2.03M +$1.11M +4,176 +82%
PFS
198
Prospera Financial Services
Texas
$2.02M -$608K -2,289 -20%
HIMC
199
Heritage Investors Management Corp
Maryland
$2M +$99.6K +375 +4%
CS
200
Capital Square
Tennessee
$1.99M +$2.41M +9,089 New

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.