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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
IC
201
Inverness Counsel
New York
$1.36M
SHCM
202
Stokes & Hubbell Capital Management
Louisiana
$1.34M -$126K -575 -9%
QA
203
Quantitative Advantage
Minnesota
$1.34M -$38.3K -175 -3%
SF
204
Synovus Financial
Georgia
$1.33M +$823K +3,762 +172%
BWM
205
Bernicke Wealth Management
Wisconsin
$1.31M -$123K -561 -9%
BHB
206
Bank Hapoalim BM
Israel
$1.3M +$795K +3,633 +167%
KIA
207
KCM Investment Advisors
California
$1.25M +$43.8K +200 +4%
M
208
MOTCO
Texas
$1.23M -$119K -544 -9%
DY
209
Dowling & Yahnke
California
$1.23M +$14.2K +65 +1%
AWA
210
Arete Wealth Advisors
Illinois
$1.23M +$454K +2,076 +61%
NIA
211
Northstar Investment Advisors
Colorado
$1.23M
Prudential Financial
212
Prudential Financial
New Jersey
$1.22M +$569K +2,600 +91%
BW
213
Bison Wealth
Georgia
$1.18M
CA
214
Cambridge Advisors
Nebraska
$1.15M -$303K -1,384 -21%
OFS
215
Orrstown Financial Services
Pennsylvania
$1.15M -$438 -2 -0%
MHS
216
M Holdings Securities
Oregon
$1.14M +$410K +1,872 +58%
RC
217
Roundview Capital
New Jersey
$1.14M +$58K +265 +6%
MA
218
MUFG Americas
New York
$1.13M -$10.9K -50 -1%
CWP
219
Capital Wealth Planning
Florida
$1.12M -$57.8K -264 -5%
MLL
220
Moody Lynn & Lieberson
Massachusetts
$1.11M
AIIMS
221
Analyst IMS Investment Management Services
Israel
$1.09M
OC
222
Oppenheimer & Co
New York
$1.08M -$331K -1,511 -24%
KCM
223
Karp Capital Management
California
$1.06M -$33.9K -155 -3%
KLI
224
Kelman-Lazarov Inc
Tennessee
$1.04M
W
225
Wealthfront
California
$1.02M +$994K +4,542 New

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.