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State Street SPDR Dow Jones Industrial Average ETF Trust

473 hedge funds and large institutions have $6.1B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 141 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 3242 (+10)

16% more capital invested

Capital invested by funds: $5.27B → $6.1B (+$831M)

11% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.2B

4.58% more ownership

Funds ownership: 32.52%37.1% (+4.6%)

3% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 38

5% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 149

1% less funds holding

Funds holding: 479473 (-6)

Holders
473
Holders Change
-6
Holders Change %
-1.25%
% of All Funds
11.79%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
1.05%
New
37
Increased
141
Reduced
149
Closed
38
Calls
$1.34B
Puts
$1.2B
Net Calls
+$135M
Net Calls Change
+$367M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$947M +$336M +1,601,266 +56%
Bank of America
2
Bank of America
North Carolina
$577M +$88.4M +421,365 +18%
CM
3
Churchill Management
California
$456M +$128M +608,482 +40%
Wells Fargo
4
Wells Fargo
California
$367M +$8.44M +40,252 +2%
Goldman Sachs
5
Goldman Sachs
New York
$237M +$120M +573,632 +107%
UBS Group
6
UBS Group
Switzerland
$193M -$9.3M -44,328 -5%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$190M +$157M +746,700 +512%
N
8
Natixis
France
$160M +$62.9M +299,650 +67%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$142M +$5.14M +24,482 +4%
SG Americas Securities
10
SG Americas Securities
New York
$111M +$18.4M +87,867 +20%
LPL Financial
11
LPL Financial
California
$108M +$8.63M +41,159 +9%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$108M +$55.5M +264,593 +110%
MSU
13
Mizuho Securities USA
New York
$106M -$97.4M -464,460 -48%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$82.5M +$23.6M +112,357 +41%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$76M -$44.9M -214,250 -38%
Nomura Holdings
16
Nomura Holdings
Japan
$72.7M -$19.3M -91,810 -21%
NMIFOAC
17
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$72.6M
Two Sigma Investments
18
Two Sigma Investments
New York
$68.1M +$8.4M +40,050 +14%
Ameriprise
19
Ameriprise
Minnesota
$67.7M +$3.91M +18,623 +6%
ACM
20
Aviance Capital Management
Florida
$67.6M -$597K -2,848 -0.9%
UCFA
21
United Capital Financial Advisors
Texas
$58.3M -$1.08M -5,163 -2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$57.7M -$10.2M -48,589 -15%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$57M -$2.43M -11,594 -4%
CI
24
Chartist Inc
California
$56.2M -$518K -2,471 -0.9%
Wolverine Trading
25
Wolverine Trading
Illinois
$55.2M +$50.9M +242,556 +1,433%

DIA Hedge Fund Activity: Q2 2017 in Review

473 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 Q2 2017, worth a combined $6.1B — up 16% from $5.27B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of DIA and 37 opened new positions — a net loss of 1 holder — while 149 trimmed existing stakes and 141 added.

The largest buyer was Morgan Stanley, adding an estimated $336M. The largest seller was Citadel Advisors, cutting an estimated $98.4M.

  • 473 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2017, down from 479 in Q1 2017.
  • Funds reported $6.1B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2017, up 16% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2017 and 38 closed out, a net change of -1 holder.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2017 was Morgan Stanley, an estimated $336M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2017 was Citadel Advisors, an estimated $98.4M sold.

Based on aggregated 13F filings for Q2 2017.