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State Street SPDR Dow Jones Industrial Average ETF Trust

884 hedge funds and large institutions have $9.86B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 290 increasing their positions, 262 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 53

21% more capital invested

Capital invested by funds: $8.13B → $9.86B (+$1.72B)

11% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 262

6% more funds holding in top 10

Funds holding in top 10: 4952 (+3)

4% more funds holding

Funds holding: 852884 (+32)

1.17% more ownership

Funds ownership: 33.59%34.76% (+1.2%)

21% less call options, than puts

Call options by funds: $4.62B | Put options by funds: $5.87B

Holders
884
Holders Change
+32
Holders Change %
+3.76%
% of All Funds
15.52%
Holding in Top 10
52
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.12%
% of All Funds
0.91%
New
99
Increased
290
Reduced
262
Closed
53
Calls
$4.62B
Puts
$5.87B
Net Calls
-$1.25B
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
226
Narwhal Capital Management
Georgia
$2.67M
HIMC
227
Heritage Investors Management Corp
Maryland
$2.67M
CS
228
Capital Square
Tennessee
$2.63M -$5.68K -18 -0.2%
BEC
229
Blue Edge Capital
Virginia
$2.63M +$96.6K +306 +4%
PVH
230
Psagot Value Holdings
Israel
$2.62M +$274K +868 +12%
IAA
231
Independent Advisor Alliance
North Carolina
$2.58M +$2.46M +7,800 New
SCIM
232
Spring Creek Investment Management
Pennsylvania
$2.58M +$2.46M +7,800 New
GLLW
233
Graves Light Lenhart Wealth
Virginia
$2.52M +$25.9K +82 +1%
FTUS
234
Flow Traders U.S.
New York
$2.51M +$2.4M +7,602 New
SCA
235
St. Clair Advisors
Ohio
$2.5M
FHA
236
First Horizon Advisors
Tennessee
$2.47M -$36.3K -115 -2%
WCM
237
Windsor Capital Management
Arizona
$2.45M -$312K -988 -12%
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$2.38M +$1.24M +3,933 +120%
WANY
239
Wealthspire Advisors (New York)
New York
$2.36M +$24.6K +78 +1%
MIC
240
Meridian Investment Counsel
California
$2.34M
WWM
241
Western Wealth Management
Colorado
$2.33M -$45.1K -143 -2%
CAM
242
Close Asset Management
United Kingdom
$2.31M +$2.21M +6,989 New
HI
243
Hudock Inc
Pennsylvania
$2.29M +$336K +1,064 +18%
NFG
244
Next Financial Group
Texas
$2.25M +$67.2K +213 +3%
JIC
245
Joel Isaacson & Co
New York
$2.25M +$715K +2,266 +50%
Neuberger Berman Group
246
Neuberger Berman Group
New York
$2.2M +$43.9K +139 +2%
GVAG
247
Great Valley Advisor Group
Delaware
$2.18M +$413K +1,309 +25%
AIC
248
Ameritas Investment Company
Nebraska
$2.18M -$4.58M -14,496 -69%
SAM
249
SignalPoint Asset Management
Missouri
$2.11M +$105K +332 +5%
ADL
250
Asset Dedication LLC
California
$2.07M +$3.16K +10 +0.2%

DIA Hedge Fund Activity: Q1 2021 in Review

884 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2021, worth a combined $9.86B — up 21% from $8.13B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DIA positions and 53 closed out — a net gain of 46 holders — while 290 added to existing stakes and 262 trimmed.

The largest buyer was Bank of America, adding an estimated $921M. The largest seller was Goldman Sachs, cutting an estimated $177M.

  • 884 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2021, up from 852 in Q4 2020.
  • Funds reported $9.86B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2021, up 21% quarter-over-quarter.
  • 99 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2021 and 53 closed out, a net change of +46 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2021 was Bank of America, an estimated $921M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2021 was Goldman Sachs, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2021.