DIA icon

SPDR Dow Jones Industrial Average ETF Trust

478 hedge funds and large institutions have $5.26B invested in SPDR Dow Jones Industrial Average ETF Trust in 2017 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 145 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+34
Holders Change %
+7.66%
% of All Funds
11.92%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
73
Increased
145
Reduced
141
Closed
34
Calls
$1.66B
Puts
$1.89B
Net Calls
-$232M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Shares
Change %
EP
201
Edgestream Partners
New Jersey
$1.11M +$1.11M +5,392 New
KIA
202
KCM Investment Advisors
California
$1.11M
KCM
203
Karp Capital Management
California
$1.1M -$103K -500 -9%
BW
204
Bison Wealth
Georgia
$1.07M +$107K +519 +11%
MA
205
MUFG Americas
New York
$1.06M -$38K -184 -3%
OFS
206
Orrstown Financial Services
Pennsylvania
$1.06M -$118K -574 -10%
SC
207
SouthState Corp
Florida
$1.05M
SCA
208
Salient Capital Advisors
Texas
$1.04M
FWM
209
Focused Wealth Management
New York
$1.03M -$22.9K -111 -2%
CWP
210
Capital Wealth Planning
Florida
$1.03M -$524K -2,540 -34%
William Blair & Company
211
William Blair & Company
Illinois
$1.03M +$82.9K +399 +9%
MLL
212
Moody Lynn & Lieberson
Massachusetts
$1.03M -$82.6K -400 -7%
AIIMS
213
Analyst IMS Investment Management Services
Israel
$1.01M
RC
214
Roundview Capital
New Jersey
$994K -$45.8K -222 -4%
Prudential Financial
215
Prudential Financial
New Jersey
$986K +$986K +4,780 New
CG
216
Cutler Group
California
$972K +$14.8K +72 +2%
KLI
217
Kelman-Lazarov Inc
Tennessee
$959K -$206K -1,000 -18%
BSW
218
Buckingham Strategic Wealth
Missouri
$903K +$903K +4,375 New
FCAG
219
First Capital Advisors Group
New Jersey
$895K +$306K +1,485 +52%
EHPM
220
Emery Howard Portfolio Management
California
$894K -$14K -68 -2%
UR
221
USCA RIA
Texas
$889K -$82.7K -401 -9%
AMIM
222
Aull & Monroe Investment Management
Alabama
$864K
DSC
223
Duncker Streett & Co
Missouri
$862K +$413 +2 +0%
TAM
224
Tocqueville Asset Management
New York
$839K -$3.1K -15 -0.4%
LFAS
225
Level Four Advisory Services
Texas
$819K +$88.8K +430 +12%