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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
CL
201
CPWM LLC
Washington
$1.8M -$737 -3 -0%
LA
202
LexAurum Advisors
Kansas
$1.8M +$76.4K +311 +4%
HB
203
Homrich & Berg
Georgia
$1.72M
IA
204
IFG Advisory
Georgia
$1.68M +$161K +655 +9%
PAS
205
Partnervest Advisory Services
California
$1.65M -$74.4K -303 -4%
SBSB
206
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.64M -$69.5K -283 -4%
AWM
207
AE Wealth Management
Kansas
$1.6M +$296K +1,207 +22%
RM
208
Resource Management
Louisiana
$1.59M +$491 +2 +0%
QCMA
209
Quad Capital Management Advisors
New York
$1.58M +$1.6M +6,524 New
FA
210
FCG Advisors
New Jersey
$1.57M -$1.55M -6,311 -49%
11A
211
10-15 Associates
New York
$1.54M +$60.4K +246 +4%
SHCM
212
Stokes & Hubbell Capital Management
Louisiana
$1.54M
QA
213
Quantitative Advantage
Minnesota
$1.51M -$13.5K -55 -0.9%
NB
214
NBT Bank
New York
$1.48M -$252K -1,025 -14%
BW
215
Bison Wealth
Georgia
$1.46M
VC
216
Vicus Capital
Pennsylvania
$1.45M -$993K -4,043 -40%
PMFA
217
Plante Moran Financial Advisors
Michigan
$1.45M -$73.7K -300 -5%
BRWA
218
B. Riley Wealth Advisors
Florida
$1.41M -$65.8K -268 -4%
CAL
219
Capital Advisors Ltd
Ohio
$1.4M
CA
220
Commerzbank Aktiengesellschaft
Germany
$1.38M -$1.5M -6,096 -52%
KFGK
221
Keystone Financial Group (Kentucky)
Kentucky
$1.38M -$59.4K -242 -4%
MA
222
Mutual Advisors
Nebraska
$1.38M +$1.4M +5,703 New
BHB
223
Bank Hapoalim BM
Israel
$1.38M -$457K -1,861 -25%
Walleye Trading
224
Walleye Trading
New York
$1.37M -$7.93M -32,312 -85%
BOS
225
Bingham Osborn & Scarborough
California
$1.35M -$85.9K -350 -6%

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.