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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
ACA
201
Aptus Capital Advisors
Alabama
$1.98M +$1.24M +4,673 +107%
IFG
202
Independent Financial Group
California
$1.97M +$2.39M +9,002 New
SSG
203
Summit Securities Group
New York
$1.91M -$2.34M -8,800 -50%
CWM
204
Cornerstone Wealth Management
Missouri
$1.84M +$1.02M +3,857 +85%
PFA
205
Pettinga Financial Advisors
Indiana
$1.83M -$296K -1,115 -12%
HNB
206
Huntington National Bank
Ohio
$1.8M
HB
207
Homrich & Berg
Georgia
$1.79M +$158K +594 +8%
PPA
208
Parametric Portfolio Associates
Washington
$1.75M -$518K -1,950 -20%
FHA
209
First Horizon Advisors
Tennessee
$1.72M +$36.9K +139 +2%
EH
210
Equitable Holdings
New York
$1.71M -$1.06K -4 -0.1%
MAS
211
Madden Advisory Services
Florida
$1.7M
BHB
212
Bank Hapoalim BM
Israel
$1.7M -$189K -713 -8%
PAM
213
Peak Asset Management
Colorado
$1.68M -$466K -1,755 -19%
Neuberger Berman Group
214
Neuberger Berman Group
New York
$1.68M -$121K -454 -6%
DC
215
Davenport & Co
Virginia
$1.67M +$1.32M +4,967 +187%
GLLW
216
Graves Light Lenhart Wealth
Virginia
$1.66M +$36.4K +137 +2%
VFA
217
Voya Financial Advisors
Connecticut
$1.65M -$4.15M -15,636 -68%
BSW
218
Buckingham Strategic Wealth
Missouri
$1.65M +$378K +1,422 +23%
GSWM
219
Golden State Wealth Management
California
$1.6M +$1.94M +7,309 New
Q
220
QVR
California
$1.56M +$1.9M +7,136 New
CL
221
CPWM LLC
Washington
$1.55M -$1.86K -7 -0.1%
MIC
222
Meridian Investment Counsel
California
$1.55M +$1.41M +5,317 +302%
FFN
223
Focus Financial Network
Minnesota
$1.55M -$70.7K -266 -4%
AA
224
Advisory Alpha
Michigan
$1.54M -$154K -578 -8%
WANY
225
Wealthspire Advisors (New York)
New York
$1.51M +$32.9K +124 +2%

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.