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State Street SPDR Dow Jones Industrial Average ETF Trust

960 hedge funds and large institutions have $9.7B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 317 increasing their positions, 235 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 69

35% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 235

15% more funds holding in top 10

Funds holding in top 10: 5260 (+8)

8% more funds holding

Funds holding: 887960 (+73)

6% more capital invested

Capital invested by funds: $9.14B → $9.7B (+$560M)

0.11% more ownership

Funds ownership: 32.07%32.18% (+0.11%)

64% less call options, than puts

Call options by funds: $5.69B | Put options by funds: $15.8B

Holders
960
Holders Change
+73
Holders Change %
+8.23%
% of All Funds
14.77%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
0.92%
New
159
Increased
317
Reduced
235
Closed
69
Calls
$5.69B
Puts
$15.8B
Net Calls
-$10.1B
Net Calls Change
-$2.16B
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
226
Moneta Group Investment Advisors
Missouri
$3.39M +$711 +2 +0%
ARC
227
Advisor Resource Council
Texas
$3.38M +$3.3M +9,296 New
AT
228
Arvest Trust
Oklahoma
$3.36M +$3.29M +9,252 New
GTCM
229
Gyon Technologies Capital Management
New Jersey
$3.36M +$2.81M +7,920 +600%
WWM
230
Western Wealth Management
Colorado
$3.35M +$3.27M +9,204 New
CT
231
Caldwell Trust
Florida
$3.33M +$10.7K +30 +0.3%
DWMG
232
DB Wealth Management Group
California
$3.33M -$173K -488 -5%
RWB
233
RMR Wealth Builders
New Jersey
$3.29M +$325K +915 +11%
BCM
234
Bluefin Capital Management
New York
$3.27M +$2.54M +7,141 +384%
BJL
235
Brighton Jones LLC
Washington
$3.25M +$284K +799 +10%
BSW
236
Buckingham Strategic Wealth
Missouri
$3.15M -$459K -1,293 -13%
LFM
237
Lumina Fund Management
New York
$3.06M +$2.99M +8,420 New
ETIA
238
Epic Trust Investment Advisors
Washington
$3.05M +$2.99M +8,402 New
SWP
239
Summit Wealth Partners
Florida
$3.03M +$5.33K +15 +0.2%
SWM
240
Sugarloaf Wealth Management
Georgia
$3.02M -$32.3K -91 -1%
KFGK
241
Keystone Financial Group (Kentucky)
Kentucky
$3M -$190K -536 -6%
Neuberger Berman Group
242
Neuberger Berman Group
New York
$3M +$18.8K +53 +0.6%
HI
243
Hudock Inc
Pennsylvania
$2.99M +$241K +679 +9%
UCFA
244
United Capital Financial Advisors
Texas
$2.98M -$40.9K -115 -1%
NCM
245
Narwhal Capital Management
Georgia
$2.96M +$16K +45 +0.6%
JIP
246
Jaffetilchin Investment Partners
Florida
$2.9M +$539K +1,516 +23%
BS
247
Banco Santander
Spain
$2.89M +$1.51M +4,250 +115%
AGP
248
Autumn Glory Partners
Texas
$2.88M +$2.82M +7,932 New
AFP
249
Ausdal Financial Partners
Iowa
$2.87M +$11.4K +32 +0.4%
IAIM
250
International Assets Investment Management
Florida
$2.85M +$111K +313 +4%

DIA Hedge Fund Activity: Q4 2021 in Review

960 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2021, worth a combined $9.7B — up 6.1% from $9.14B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new DIA positions and 69 closed out — a net gain of 90 holders — while 317 added to existing stakes and 235 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $291M. The largest seller was Mizuho Bank, exiting entirely with an estimated $254M sold.

  • 960 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2021, up from 887 in Q3 2021.
  • Funds reported $9.7B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 159 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2021 and 69 closed out, a net change of +90 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2021 was Wolverine Trading, an estimated $291M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2021 was Mizuho Bank, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2021.